401(k) · DOL Form 5500 · 2024

Berg Capital Corporation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
49
Participants Small participant base
71st
Percentile by assets National rank
$425,935
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Berg Capital Corporation Profit Sharing Plan · Sponsored by Berg Capital Corporation · Oregon · Finance & Insurance

$21M in assets, 49 participants

Berg Capital Corporation's Berg Capital Corporation Profit Sharing Plan reported $21M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,815 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Berg Capital Corporation Profit Sharing Plan holds $21M for 49 participants - about $425,935 per participant, above the median plan by assets.

#4,815
in Finance & Insurance (8,549 peers)
+1.0%
assets growth YoY

Berg Capital Corporation Profit Sharing Plan's outsized position by total assets

Berg Capital Corporation Profit Sharing Plan vs every filed plan by assets

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

$20,870,831 Top 29% higher than 71% 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

Berg Capital Corporation Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berg Capital Corporation Profit Sharing Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berg Capital Corporation Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $201K in the plan year 2024 filing.
  • Berg Capital Corporation Profit Sharing Plan reported participants rose from 42 in the plan year 2023 filing to 49 in the plan year 2024 filing.
  • Berg Capital Corporation Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930876977 · Berg Capital Corporation PY 2024 · 401(k)

Berg Capital Corporation Profit Sharing Plan · $21M · 49 · 71st

  • EOY $21M
  • EOY 49
  • EOY 71st
  • EOY 401(k)
  • EOY near Herrero Builders, Inc. Profit Sharing Retirement Plan
  • EOY ind #4815

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 Finance & Insurance retirement plans → · Plans in Oregon →

Berg Capital Corporation Profit Sharing Plan in the asset neighbourhood

Berg Capital Corporation Profit Sharing PlanBerg Capital Corporation Pro…$21MHerrero Builders, Inc. Profit Sharing Retirement PlanHerrero Builders, Inc. Profi…$21MBorsheim Jewelry Company 401(k) Savings PlanBorsheim Jewelry Company 401…$21MG. O. Carlson, Inc. Employees 401(k) PlanG. O. Carlson, Inc. Employee…$21MEntad LLC 401(k) Profit Sharing Plan & TrustEntad LLC 401(k) Profit Shar…$21M
End-of-year total assets ($M) among Berg Capital Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$201K
Employer EIN930876977
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berg Capital Corporation)

Sponsor-wide plan assets over time

All Berg Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 6.637356782330807% vs 2022
2024 filing year
$19M$19.5M$20M$20.5M$21M 202220232024 $19.6M $20.9M ▲ +6.6%
Year Plans Participants Total Assets
2022 1 45 $20M
2023 1 42 $21M
2024 1 49 $21M

Nearby 401(k) Plans in Oregon

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

Berg Capital Corporation Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Berg Capital Corporation Profit Sharing Plan, Total assets ($B): 0.020870831 · Participants: 49Berg Capital Corporation Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Berg Capital Corporation Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Berg Capital Corporation Profit Sharing Plan side-by-side with 3 peers →

Berg Capital Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Herrero Builders, Inc. Profit Sharing Retirement Plan in CA ($21M); by covered participants it is The Bazooka 401(k) Savings and Investment Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Berg Capital Corporation Profit Sharing Plan assets move in 2024? ▼
Berg Capital Corporation Profit Sharing Plan edged up modestly - up 1.0% during 2024, from $21M to $21M. Reported net income was $201K.
How have Berg Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berg Capital Corporation's sponsor-wide assets grew 6.6%, from $20M to $21M.
Which 401(k) plans are similar in size to Berg Capital Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herrero Builders, Inc. Profit Sharing Retirement Plan in CA ($21M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Berg Capital Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bazooka 401(k) Savings and Investment Plan in NY (49 participants, N/A 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 930876977.

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.