401(k) · DOL Form 5500 · 2024

Bergstrom Inc 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
453
Participants Below avg headcount
87th
Percentile by assets National rank
$140,632
Avg per participant Near avg balance/head
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Official DOL plan name: Bergstrom Inc Profit Sharing and Employee Savings Plan · Sponsored by Bergstrom Inc · Illinois · Manufacturing

$64M in assets, 453 participants

Bergstrom Inc's Bergstrom Inc Profit Sharing and Employee Savings Plan reported $64M in total assets and 453 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,372 in Manufacturing (17,777 peers)

Where Bergstrom Inc Profit Sharing and Employee Savings Plan sits by assets

Bergstrom Inc Profit Sharing and Employee Savings Plan sits in the top quartile of all filed plans by assets, $64M for 453 participants (~$140,632/participant), up 6.5% in 2024.

#14,372
in Manufacturing (17,777 peers)
+6.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bergstrom Inc Profit Sharing and Employee Savings Plan's outsized position by total assets

Bergstrom Inc Profit Sharing and Employee Savings Plan vs every filed plan by assets

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

$63,706,395 Top 13% higher than 87% 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 Inc Profit Sharing and Employee Savings 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. Bergstrom Inc Profit Sharing and Employee Savings Plan sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bergstrom Inc Profit Sharing and Employee Savings Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bergstrom Inc Profit Sharing and Employee Savings Plan end-of-year assets rose from $60M in the plan year 2023 filing to $64M in the plan year 2024 filing.
  • Bergstrom Inc Profit Sharing and Employee Savings Plan reported participants rose from 433 in the plan year 2023 filing to 453 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362138104 · Bergstrom Inc PY 2024 · 401(k)

Bergstrom Inc Profit Sharing and Employee Savings Plan · $64M · 453 · 87th

  • PCT $64M
  • EIN 453
  • RANK 87th
  • PHOTO 401(k)
  • IND near Cleveland Steel Container Corp. 401(k) Profit Sharing Plan
  • EOY ind #14372

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 Manufacturing retirement plans → · Plans in Illinois →

Bergstrom Inc Profit Sharing and Employee Savings Plan in the asset neighbourhood

Bergstrom Inc Profit Sharing and Employee Savings PlanBergstrom Inc Profit Sharing…$64MCleveland Steel Container Corp. 401(k) Profit Sharing PlanCleveland Steel Container Co…$64MPartner Solutions Multiple Employer PlanPartner Solutions Multiple E…$64MMotion Picture Association, Inc. Employees' 401(k) PlanMotion Picture Association, …$64MCbeyondata Retirement Savings PlanCbeyondata Retirement Saving…$64M
End-of-year total assets ($M) among Bergstrom Inc Profit Sharing and Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$64M
Net Income$4M
Employer EIN362138104
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergstrom Inc)

Sponsor-wide plan assets over time

All Bergstrom Inc plans reported in each filing year

Latest sponsor-wide plan assets
$64M 23.327478479579426% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $51.7M $63.7M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 463 $52M
2023 1 433 $60M
2024 1 453 $64M

Nearby 401(k) Plans in Illinois

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

Bergstrom Inc Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Bergstrom Inc Profit Sharing and Employee Savings Plan, Total assets ($B): 0.063706395 · Participants: 453Bergstrom Inc Profit Sharing and Employee Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Bergstrom Inc Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bergstrom Inc Profit Sharing and Employee Savings Plan side-by-side with 3 peers →

Bergstrom Inc Profit Sharing and Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cleveland Steel Container Corp. 401(k) Profit Sharing Plan in OH ($64M); by covered participants it is Klinger Companies, L.L.C. 401(k) Plan in IA (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 Inc Profit Sharing and Employee Savings Plan assets move in 2024? ▼
Bergstrom Inc Profit Sharing and Employee Savings Plan grew at a solid clip - up 6.5% during 2024, from $60M to $64M. Reported net income was $4M.
How have Bergstrom Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergstrom Inc's sponsor-wide assets grew 23.3%, from $52M to $64M.
Where does Bergstrom Inc Profit Sharing and Employee Savings Plan rank by assets among Form 5500 filers? ▼
Bergstrom Inc Profit Sharing and Employee Savings Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bergstrom Inc Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cleveland Steel Container Corp. 401(k) Profit Sharing Plan in OH ($64M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Bergstrom Inc Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Klinger Companies, L.L.C. 401(k) Plan in IA (453 participants, $70M 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 362138104.

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.