401(k) · DOL Form 5500 · 2024

Bergelectric Corporation 401(k) Plan

Data updated 2026-08-25

$169M
Total assets Near avg plan size
2,591
Participants Above avg headcount
94th
Percentile by assets National rank
$65,100
Avg per participant Low balance/head
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Official DOL plan name: Bergelectric Corp Employees Pension & 401(k) Plan · Sponsored by Bergelectric Corporation · California · Construction

$169M in assets, 2,591 participants

Bergelectric Corporation's Bergelectric Corp Employees Pension & 401(k) Plan reported $169M in total assets and 2,591 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,344 in Construction (9,039 peers)

Coverage in California

Bergelectric Corp Employees Pension & 401(k) Plan covers 2,591 participants in California, 4.1x the typical California plan (state average ~630 per filing). Assets: $169M.

#8,344
in Construction (9,039 peers)
+13.0%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Bergelectric Corp Employees Pension & 401(k) Plan's outsized position by total assets

Bergelectric Corp Employees Pension & 401(k) Plan vs every filed plan by assets

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

$168,675,075 Top 6% higher than 94% 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

Bergelectric Corp Employees Pension & 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergelectric Corp Employees Pension & 401(k) Plan lands in the large band (2,591 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bergelectric Corp Employees Pension & 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Bergelectric Corp Employees Pension & 401(k) Plan end-of-year assets rose from $149M in the plan year 2023 filing to $169M in the plan year 2024 filing.
  • Bergelectric Corp Employees Pension & 401(k) Plan reported participants rose from 2,472 in the plan year 2023 filing to 2,591 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951459684 · Bergelectric Corporation PY 2024 · 401(k)

Bergelectric Corp Employees Pension & 401(k) Plan · $169M · 2,591 · 94th

  • EBSA $169M
  • PART 2,591
  • TYPE 94th
  • NET 401(k)
  • BOOK near Voya 401(k) Plan for Vriac Agents
  • VS-ST ind #8344

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 California →

Bergelectric Corp Employees Pension & 401(k) Plan in the asset neighbourhood

Airbus Helicopters, Inc. Retirement PlanAirbus Helicopters, Inc. Ret…$169MBrookline Bancorp 401(k) Plan$169MBdt & Msd Partners Retirement Savings PlanBdt & Msd Partners Retiremen…$169MVoya 401(k) Plan for Vriac AgentsVoya 401(k) Plan for Vriac A…$169MBergelectric Corp Employees Pension & 401(k) PlanBergelectric Corp Employees …$169M
End-of-year total assets ($M) among Bergelectric Corp Employees Pension & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$149M
Net Assets (End of Year)$169M
Net Income$20M
Employer EIN951459684
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bergelectric Corporation)

Sponsor-wide plan assets over time

All Bergelectric Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$307M 35.32869396931752% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $227M $307M ▲ +35.3%
Year Plans Participants Total Assets
2022 2 5,044 $227M
2023 2 4,385 $270M
2024 2 4,795 $307M

Nearby 401(k) Plans in California

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

Bergelectric Corp Employees Pension & 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bergelectric Corp Employees Pension & 401(k) Plan, Total assets ($B): 0.168675075 · Participants: 2591Bergelectric Corp Employees Pension & 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bergelectric Corp Employees Pension & 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bergelectric Corp Employees Pension & 401(k) Plan side-by-side with 3 peers →

Bergelectric Corp Employees Pension & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Voya 401(k) Plan for Vriac Agents in CT ($169M); by covered participants it is Sun Communities, Inc. 401(k) Plan in MI (2,592 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($169M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,591 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 Bergelectric Corp Employees Pension & 401(k) Plan assets move in 2024? ▼
Bergelectric Corp Employees Pension & 401(k) Plan grew at a solid clip - up 13.0% during 2024, from $149M to $169M. Reported net income was $20M.
How have Bergelectric Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bergelectric Corporation's sponsor-wide assets grew 35.3%, from $227M to $307M.
Where does Bergelectric Corp Employees Pension & 401(k) Plan rank by assets among Form 5500 filers? ▼
Bergelectric Corp Employees Pension & 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bergelectric Corp Employees Pension & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Voya 401(k) Plan for Vriac Agents in CT ($169M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Bergelectric Corp Employees Pension & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sun Communities, Inc. 401(k) Plan in MI (2,592 participants, $83M 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 951459684.

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.