Money Purchase · DOL Form 5500 · 2024

Bergelectric Corporation Money Purchase Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
2,204
Participants Above avg headcount
92nd
Percentile by assets National rank
$62,686
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bergelectric Corporation Money Purchase Pension Plan · Sponsored by Bergelectric Corporation · California · Construction

$138M in assets, 2,204 participants

Bergelectric Corporation's Bergelectric Corporation Money Purchase Pension Plan reported $138M in total assets and 2,204 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,235 in Construction (9,039 peers)

Coverage in California

Bergelectric Corporation Money Purchase Pension Plan covers 2,204 participants in California, 3.5x the typical California plan (state average ~630 per filing). Assets: $138M.

#8,235
in Construction (9,039 peers)
+14.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Bergelectric Corporation Money Purchase Pension Plan's outsized position by total assets

Bergelectric Corporation Money Purchase Pension Plan vs every filed plan by assets

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

$138,159,075 Top 8% higher than 92% 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 Corporation Money Purchase Pension 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 Corporation Money Purchase Pension Plan lands in the large band (2,204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bergelectric Corporation Money Purchase Pension Plan reported participants rose from 1,913 in the plan year 2023 filing to 2,204 in the plan year 2024 filing.
  • Bergelectric Corporation Money Purchase Pension Plan end-of-year assets rose from $120M in the plan year 2023 filing to $138M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951459684 · Bergelectric Corporation PY 2024 · Money Purchase

Bergelectric Corporation Money Purchase Pension Plan · $138M · 2,204 · 92nd

  • TYPE $138M
  • TYPE 2,204
  • TYPE 92nd
  • TYPE Money Purchase
  • TYPE near Mbia Inc. Employees Pension Plan
  • TYPE ind #8235

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 Corporation Money Purchase Pension Plan in the asset neighbourhood

Iron Workers Local 401 Annuity FundIron Workers Local 401 Annui…$140MBergelectric Corporation Money Purchase Pension PlanBergelectric Corporation Mon…$138MMbia Inc. Employees Pension PlanMbia Inc. Employees Pension …$138MIBEW Local 531 & NECA Money Purchase Pension PlanIBEW Local 531 & NECA Money …$137MIBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local No 640 & Az Chapt…$137M
End-of-year total assets ($M) among Bergelectric Corporation Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$138M
Net Income$18M
Employer EIN951459684
Plan Effective Date1992-01-01
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 Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Bergelectric Corporation Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246810 Total assets ($B) Participants Bergelectric Corporation Money Purchase Pension Plan, Total assets ($B): 0.138159075 · Participants: 2204Bergelectric Corporation Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Bergelectric Corporation Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Bergelectric Corporation Money Purchase Pension Plan side-by-side with 3 peers →

Bergelectric Corporation Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Mbia Inc. Employees Pension Plan in NY ($138M); by covered participants it is NECA-IBEW Local 176 Pension Trust Fund in IL (2,204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,204 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 Corporation Money Purchase Pension Plan assets move in 2024? ▼
Bergelectric Corporation Money Purchase Pension Plan grew at a solid clip - up 14.9% during 2024, from $120M to $138M. Reported net income was $18M.
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 Corporation Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Bergelectric Corporation Money Purchase Pension Plan ranks in the 92nd 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 Money Purchase plans are similar in size to Bergelectric Corporation Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Mbia Inc. Employees Pension Plan in NY ($138M, 60 participants).
Which Money Purchase plans cover a similar participant headcount to Bergelectric Corporation Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is NECA-IBEW Local 176 Pension Trust Fund in IL (2,204 participants, $725M 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.