401(k) · DOL Form 5500 · 2024
Bergey's Incorporated 401(k) Plan
Data updated 2026-08-11
- $127M
- Total assets
- 1,567
- Participants
- 92nd
- Percentile by assets
- $81,105
- Avg per participant
Official DOL plan name: Bergey's Incorporated 401(k) Profit Sharing Plan · Sponsored by Bergey's Incorporated · Pennsylvania · Retail Trade
$127M in assets, 1,567 participants
Bergey's Incorporated's Bergey's Incorporated 401(k) Profit Sharing Plan reported $127M in total assets and 1,567 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #7,683 in Retail Trade (8,048 peers)
Where Bergey's Incorporated 401(k) Profit Sharing Plan sits by assets
Bergey's Incorporated 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $127M for 1,567 participants (~$81,105/participant), up 19.2% in 2024.
- $127M
- total plan assets (2024 EOY)
- 1,567
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $81,105
- avg assets per participant
Where Bergey's Incorporated 401(k) Profit Sharing Plan sits by total assets
Bergey's Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$127,091,557 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bergey's Incorporated 401(k) Profit Sharing Plan end-of-year assets rose from $107M in the plan year 2023 filing to $127M in the plan year 2024 filing.
- Bergey's Incorporated 401(k) Profit Sharing Plan reported net income rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Bergey's Incorporated 401(k) Profit Sharing Plan reported participants rose from 1,471 in the plan year 2023 filing to 1,567 in the plan year 2024 filing.
Bergey's Incorporated 401(k) Profit Sharing Plan vs the 2024 asset distribution
By assets, Bergey's Incorporated 401(k) Profit Sharing Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $20M |
| Employer EIN | 231929243 |
| Plan Effective Date | 1991-05-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bergey's Incorporated)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,101 | $88M |
| 2023 | 1 | 1,471 | $107M |
| 2024 | 1 | 1,567 | $127M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bergey's Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bergey's Incorporated 401(k) Profit Sharing Plan by total assets, not by location.
- National Association of Home Builders Retirement Plan (DC) $127M · 252
- Charles River Medical Associates, P.C. 401(k) Retirement Plan (MA) $127M · 449
- John B Sanfilippo & Son, Inc. 401(k) Plan (IL) $127M · 1,727
- Cache Creek 401(k) Plan (CA) $127M · 1,899
Frequently Asked Questions
How did Bergey's Incorporated 401(k) Profit Sharing Plan assets move in 2024? ▼
How have Bergey's Incorporated plan assets changed over time? ▼
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Ways to act on Bergey's Incorporated 401(k) Profit Sharing Plan's numbers.
- By total assets, Bergey's Incorporated 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Bergey's Incorporated's sponsor-wide assets have grown 43.7% since 2022 across 3 plan years on file. More Retail Trade plans