401(k) · DOL Form 5500 · 2024

Bergelectric Corporation 401(k) Plan

Data updated 2026-08-11

$169M
Total assets
2,591
Participants
94th
Percentile by assets
$65,100
Avg per participant
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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.

  • 94th percentile by assets (of 123,622 plans)
  • #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.

$169M
total plan assets (2024 EOY)
2,591
covered participants
94th
percentile by assets (of 123,622 plans)
$65,100
avg assets per participant

Where Bergelectric Corp Employees Pension & 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Construction

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Bergelectric Corp Employees Pension & 401(k) Plan reports 2,591 participants - 4.1x that state average ($169M EOY assets).

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)

$200M$250M$300M$350M 202220232024 $227M $307M ▲ +35.3%
Total plan assets by year, all Bergelectric Corporation plans on file
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

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 Em…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Bergelectric Corp Employees Pension & 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bergelectric Corp Employees Pension & 40… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bergelectric Corp Employees Pension & 401(k) Plan by total assets, not by location.

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).

Next read for Bergelectric Corp Employees Pension & 40…

Filing takeaways

Ways to act on Bergelectric Corp Employees Pension & 401(k) Plan's numbers.

  • By total assets, Bergelectric Corp Employees Pension & 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Bergelectric Corporation's sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Construction plans

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.