401(k) · DOL Form 5500 · 2024

Berglund Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
412
Participants Below avg headcount
67th
Percentile by assets National rank
$40,793
Avg per participant Low balance/head
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Official DOL plan name: Berglund Management Group, Inc. 401(k) Plan · Sponsored by Berglund Management Group, Inc. · Virginia · Retail Trade

$17M in assets, 412 participants

Berglund Management Group, Inc.'s Berglund Management Group, Inc. 401(k) Plan reported $17M in total assets and 412 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,239 in Retail Trade (8,048 peers)

Berglund Management Group, Inc. multi-year trail

Berglund Management Group, Inc.'s plans moved +26.4% in assets from 2022 to 2024; this filing shows Berglund Management Group, Inc. 401(k) Plan at $17M / 412 participants.

#6,239
in Retail Trade (8,048 peers)
+17.7%
assets growth YoY

Berglund Management Group, Inc. 401(k) Plan's outsized position by total assets

Berglund Management Group, Inc. 401(k) Plan vs every filed plan by assets

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

$16,806,616 Top 33% higher than 67% 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

Berglund Management Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berglund Management Group, Inc. 401(k) Plan sits mid-pack in the medium band (412 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berglund Management Group, Inc. 401(k) Plan reported net income rose from $980K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Berglund Management Group, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Berglund Management Group, Inc. 401(k) Plan reported participants rose from 400 in the plan year 2023 filing to 412 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 541375337 · Berglund Management Group, Inc. PY 2024 · 401(k)

Berglund Management Group, Inc. 401(k) Plan · $17M · 412 · 67th

  • EBSA $17M
  • PART 412
  • TYPE 67th
  • NET 401(k)
  • BOOK near Rf Industries, Ltd. 401(k) Profit Sharing Plan
  • VS-ST ind #6239

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 Virginia →

Berglund Management Group, Inc. 401(k) Plan in the asset neighbourhood

Berglund Management Group, Inc. 401(k) PlanBerglund Management Group, I…$17MRf Industries, Ltd. 401(k) Profit Sharing PlanRf Industries, Ltd. 401(k) P…$17MNextec Operating Corporation 401(k) PlanNextec Operating Corporation…$17MDon Jenkins Auto Group 401(k) PlanDon Jenkins Auto Group 401(k…$17MCai Inc Prodiac Pension Plan$17M
End-of-year total assets ($M) among Berglund Management Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Berglund Management Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Berglund Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 26.3884548084961% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $16.8M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 435 $13M
2023 1 400 $14M
2024 1 412 $17M

Berglund Management Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN541375337
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Berglund Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Berglund Management Group, Inc. 401(k) Plan, Total assets ($B): 0.016806616 · Participants: 412Berglund Management Group, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Berglund Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Berglund Management Group, Inc. 401(k) Plan side-by-side with 3 peers →

Berglund Management Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Rf Industries, Ltd. 401(k) Profit Sharing Plan in CA ($17M); by covered participants it is Specialty Rx, Inc. 401(k) Savings Plan in NJ (412 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (412 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 Berglund Management Group, Inc. 401(k) Plan assets move in 2024? ▼
Berglund Management Group, Inc. 401(k) Plan grew sharply - up 17.7% during 2024, from $14M to $17M. Reported net income was $3M.
How have Berglund Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berglund Management Group, Inc.'s sponsor-wide assets grew 26.4%, from $13M to $17M.
Which 401(k) plans are similar in size to Berglund Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rf Industries, Ltd. 401(k) Profit Sharing Plan in CA ($17M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Berglund Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialty Rx, Inc. 401(k) Savings Plan in NJ (412 participants, $2M 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 541375337.

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.