401(k) · DOL Form 5500 · 2024

K.a. Bergquist, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
70
Participants Small participant base
48th
Percentile by assets National rank
$96,410
Avg per participant Below avg balance/head
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Official DOL plan name: K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan · Sponsored by K.a. Bergquist, Inc. · Ohio · Wholesale Trade

$7M in assets, 70 participants

K.a. Bergquist, Inc.'s K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan reported $7M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,265 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan holds $7M for 70 participants - about $96,410 per participant, in the lower half of filed plans by assets.

#2,265
in Wholesale Trade (6,080 peers)
+3.2%
assets growth YoY

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,748,683 48th percentile higher than 48% 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

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan reported net income rose from $91K in the plan year 2023 filing to $208K in the plan year 2024 filing.
  • K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan reported participants fell from 75 in the plan year 2023 filing to 70 in the plan year 2024 filing.
  • K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 340928060 · K.a. Bergquist, Inc. PY 2024 · 401(k)

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan · $7M · 70 · 48th

  • BOOK $7M
  • BOOK 70
  • BOOK 48th
  • BOOK 401(k)
  • BOOK near R.L. Schreiber, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2265

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 Wholesale Trade retirement plans → · Plans in Ohio →

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan in the asset neighbourhood

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing PlanK.a. Bergquist, Inc. Employe…$7MR.L. Schreiber, Inc. 401(k) Profit Sharing PlanR.L. Schreiber, Inc. 401(k) …$7MDaywest Management, Inc. 401(k) PlanDaywest Management, Inc. 401…$7MHanwha International Corporation 401(k) PlanHanwha International Corpora…$7MPr Common LLC. 401(k) Plan$7M
End-of-year total assets ($M) among K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$208K
Employer EIN340928060
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K.a. Bergquist, Inc.)

Sponsor-wide plan assets over time

All K.a. Bergquist, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.631360618868762% vs 2022
2024 filing year
$6.4M$6.5M$6.6M$6.7M$6.8M 202220232024 $6.45M $6.75M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 64 $6M
2023 1 75 $7M
2024 1 70 $7M

Nearby 401(k) Plans in Ohio

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

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.006748683 · Participants: 70K.a. Bergquist, Inc. Employees 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is R.L. Schreiber, Inc. 401(k) Profit Sharing Plan in FL ($7M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan assets move in 2024? ▼
K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan edged up modestly - up 3.2% during 2024, from $7M to $7M. Reported net income was $208K.
How have K.a. Bergquist, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K.a. Bergquist, Inc.'s sponsor-wide assets grew 4.6%, from $6M to $7M.
Which 401(k) plans are similar in size to K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is R.L. Schreiber, Inc. 401(k) Profit Sharing Plan in FL ($7M, 100 participants).
Which 401(k) plans cover a similar participant headcount to K.a. Bergquist, Inc. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revenir Energy Services LLC 401(k) Plan in CO (70 participants, N/A 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 340928060.

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.