401(k) · DOL Form 5500 · 2024
Bergstrom Operating Company, Inc 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 197
- Participants Below avg headcount
- 45th
- Percentile by assets National rank
- $30,739
- Avg per participant Low balance/head
Official DOL plan name: Thornton & Grooms Retirement Plan · Sponsored by Bergstrom Operating Company, Inc · Michigan · Construction
$6M in assets, 197 participants
Bergstrom Operating Company, Inc's Thornton & Grooms Retirement Plan reported $6M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #3,986 in Construction (9,039 peers)
Coverage in Michigan
Thornton & Grooms Retirement Plan covers 197 participants in Michigan, about 31% of the average Michigan filer (state average ~638 per filing). Assets: $6M.
- #3,986
- in Construction (9,039 peers)
- +21.2%
- assets growth YoY
Thornton & Grooms Retirement Plan's mid-pack asset rank among Construction and all filers
Thornton & Grooms Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,055,522 45th percentile higher than 45% 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
Thornton & Grooms Retirement 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. Thornton & Grooms Retirement Plan sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Thornton & Grooms Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Thornton & Grooms Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Thornton & Grooms Retirement Plan reported participants rose from 166 in the plan year 2023 filing to 197 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 061730468 · Bergstrom Operating Company, Inc PY 2024 · 401(k)
Thornton & Grooms Retirement Plan · $6M · 197 · 45th
- 5500 $6M
- 5500 197
- 5500 45th
- 5500 401(k)
- 5500 near Advantage Wound Care 401(k) Plan
- 5500 ind #3986
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 Construction retirement plans → · Plans in Michigan →
Thornton & Grooms Retirement Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 061730468 |
| Plan Effective Date | 2005-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bergstrom Operating Company, Inc)
Sponsor-wide plan assets over time
All Bergstrom Operating Company, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 64.31548893414977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $4M |
| 2023 | 1 | 166 | $5M |
| 2024 | 1 | 197 | $6M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Thornton & Grooms Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Advantage Wound Care 401(k) Plan in CA ($6M); by covered participants it is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Advantage Wound Care 401(k) Plan (CA) $6M · 150
- Msi-Viking Gage 401(k) Plan (SC) $6M · 165
- Adam's Garden of Eden 401(k) Plan (MN) $6M · 108
- Omnium Realty Services (Texas), Inc. 401(k) Plan (TX) $6M · 95
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan (OH) 197 · 0 off
- Exedy America 401(k) Plan (TN) 197 · 0 off
- Haven Steel Products Retirement Plan (KS) 197 · 0 off
- Union Bank 401(k) Plan (VT) 197 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.