401(k) · DOL Form 5500 · 2024
Kellermeyer Bergensons Services, LLC 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 24,276
- Participants Very large workforce
- 73rd
- Percentile by assets National rank
- $975
- Avg per participant Low balance/head
Official DOL plan name: Kellermeyer Bergensons Services Savings & Protection Plan · Sponsored by Kellermeyer Bergensons Services, LLC · California · Administrative & Support Services
$24M in assets, 24,276 participants
Kellermeyer Bergensons Services, LLC's Kellermeyer Bergensons Services Savings & Protection Plan reported $24M in total assets and 24,276 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #3,775 in Administrative & Support Services (4,368 peers)
Coverage in California
Kellermeyer Bergensons Services Savings & Protection Plan covers 24,276 participants in California, 39x the typical California plan (state average ~630 per filing). Assets: $24M.
- #3,775
- in Administrative & Support Services (4,368 peers)
- +13.6%
- assets growth YoY
Kellermeyer Bergensons Services Savings & Protection Plan's outsized position by total assets
Kellermeyer Bergensons Services Savings & Protection Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,658,409 Top 27% higher than 73% 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
Kellermeyer Bergensons Services Savings & Protection Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kellermeyer Bergensons Services Savings & Protection Plan is a mega filing (24,276 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kellermeyer Bergensons Services Savings & Protection Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Kellermeyer Bergensons Services Savings & Protection Plan reported participants fell from 26,521 in the plan year 2023 filing to 24,276 in the plan year 2024 filing.
DOL schedule card
Filing strip 364431179 · Kellermeyer Bergensons Services, LLC PY 2024 · 401(k)
Kellermeyer Bergensons Services Savings & Protection Plan · $24M · 24,276 · 73rd
- 5500 $24M
- 5500 24,276
- 5500 73rd
- 5500 401(k)
- 5500 near Arcis Golf 401(k) Plan
- 5500 ind #3775
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 Administrative & Support Services retirement plans → · Plans in California →
Kellermeyer Bergensons Services Savings & Protection Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 364431179 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kellermeyer Bergensons Services, LLC)
Sponsor-wide plan assets over time
All Kellermeyer Bergensons Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 31.49738010256374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35,205 | $18M |
| 2023 | 1 | 26,521 | $21M |
| 2024 | 1 | 24,276 | $24M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Kellermeyer Bergensons Services Savings & Protection Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Arcis Golf 401(k) Plan in TX ($24M); by covered participants it is Navy Federal 401(k) Savings Plan in VA (24,276 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Arcis Golf 401(k) Plan (TX) $24M · 4,152
- Community, Counseling, and Correctional Services, Inc. 401( (MT) $24M · 389
- E.S. Wagner Company Retirement Plan and Trust (OH) $24M · 245
- Fibrebond 401(k) Retirement Savings Plan (LA) $24M · 447
Similar participant headcount
Nearest other-state filings by covered participants (24,276 participants); asset peers above are excluded.
- Navy Federal 401(k) Savings Plan (VA) 24,276 · 0 off
- Jetblue Airways Retirement Plan (NY) 24,253 · 23 off
- The Bank of New York Mellon Corporation 401(k) Savings Plan (PA) 24,183 · 93 off
- Nationwide Savings Plan (OH) 24,370 · 94 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.