401(k) · DOL Form 5500 · 2024

Bergstrom Corporation, Inc. 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
2,189
Participants Above avg headcount
91st
Percentile by assets National rank
$48,374
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bergstrom Corporation 401(k) Plan · Sponsored by Bergstrom Corporation, Inc. · Wisconsin · Retail Trade

$106M in assets, 2,189 participants

Bergstrom Corporation, Inc.'s Bergstrom Corporation 401(k) Plan reported $106M in total assets and 2,189 participants in its 2024 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,630 in Retail Trade (8,048 peers)

Coverage in Wisconsin

Bergstrom Corporation 401(k) Plan covers 2,189 participants in Wisconsin, 3.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $106M.

#7,630
in Retail Trade (8,048 peers)
+22.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Bergstrom Corporation 401(k) Plan's outsized position by total assets

Bergstrom Corporation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$105,889,652 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bergstrom Corporation 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergstrom Corporation 401(k) Plan lands in the large band (2,189 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bergstrom Corporation 401(k) Plan reported participants rose from 1,633 in the plan year 2023 filing to 2,189 in the plan year 2024 filing.
  • Bergstrom Corporation 401(k) Plan end-of-year assets rose from $86M in the plan year 2023 filing to $106M in the plan year 2024 filing.
  • Bergstrom Corporation 401(k) Plan reported net income rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391202572 · Bergstrom Corporation, Inc. PY 2024 · 401(k)

Bergstrom Corporation 401(k) Plan · $106M · 2,189 · 91st

  • BOY $106M
  • SCH 2,189
  • EBSA 91st
  • PART 401(k)
  • TYPE near Village Super Market, Inc. Employees Thrift Savings Plan
  • NET ind #7630

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Wisconsin →

Bergstrom Corporation 401(k) Plan in the asset neighbourhood

David Volkert & Associates, Inc. 401(k) Retirement Savings PlanDavid Volkert & Associates, …$106MUsdp 401(k) Plan$106MBergstrom Corporation 401(k) PlanBergstrom Corporation 401(k)…$106MVillage Super Market, Inc. Employees Thrift Savings PlanVillage Super Market, Inc. E…$106MSaker Shoprites, Inc. 401(k) PlanSaker Shoprites, Inc. 401(k)…$106M
End-of-year total assets ($M) among Bergstrom Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$106M
Net Income$19M
Employer EIN391202572
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergstrom Corporation, Inc.)

Sponsor-wide plan assets over time

All Bergstrom Corporation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 52.15644935888671% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $69.6M $106M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 1,579 $70M
2023 1 1,633 $86M
2024 1 2,189 $106M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bergstrom Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bergstrom Corporation 401(k) Plan, Total assets ($B): 0.105889652 · Participants: 2189Bergstrom Corporation 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Bergstrom Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bergstrom Corporation 401(k) Plan side-by-side with 3 peers →

Bergstrom Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Village Super Market, Inc. Employees Thrift Savings Plan in NJ ($106M); by covered participants it is Balls Food Stores 401(k) Retirement Plan in KS (2,189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,189 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bergstrom Corporation 401(k) Plan assets move in 2024? ▼
Bergstrom Corporation 401(k) Plan grew sharply - up 22.5% during 2024, from $86M to $106M. Reported net income was $19M.
How have Bergstrom Corporation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergstrom Corporation, Inc.'s sponsor-wide assets grew 52.2%, from $70M to $106M.
Where does Bergstrom Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Bergstrom Corporation 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bergstrom Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Village Super Market, Inc. Employees Thrift Savings Plan in NJ ($106M, 564 participants).
Which 401(k) plans cover a similar participant headcount to Bergstrom Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Balls Food Stores 401(k) Retirement Plan in KS (2,189 participants, $56M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391202572.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.