401(k) · DOL Form 5500 · 2024
Berg Group, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $126,025
- Avg per participant Near avg balance/head
Official DOL plan name: The Berg Group, LLC 401(k) Profit Sharing Plan · Sponsored by Berg Group, LLC · Minnesota · Construction
$8M in assets, 63 participants
Berg Group, LLC's The Berg Group, LLC 401(k) Profit Sharing Plan reported $8M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #4,462 in Construction (9,039 peers)
2024 asset change
The Berg Group, LLC 401(k) Profit Sharing Plan grew sharply 15.2% in 2024 ($7M → $8M) for 63 participants.
- #4,462
- in Construction (9,039 peers)
- +15.2%
- assets growth YoY
The Berg Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers
The Berg Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,939,567 Top 49% higher than 51% 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
The Berg Group, LLC 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. The Berg Group, LLC 401(k) Profit Sharing Plan is a small filing (63 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 900958248 · Berg Group, LLC PY 2024 · 401(k)
The Berg Group, LLC 401(k) Profit Sharing Plan · $8M · 63 · 51st
- 5500 $8M
- 5500 63
- 5500 51st
- 5500 401(k)
- 5500 near Rbi 401(k) Plan
- 5500 ind #4462
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 Minnesota →
The Berg Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 900958248 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
The Berg Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Rbi 401(k) Plan in OK ($8M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Rbi 401(k) Plan (OK) $8M · 32
- Travelex Insurance Services Inc. 401(k) Plan (NE) $8M · 138
- Sportech, Inc 401(k) Plan (CT) $8M · 213
- Mike Shaw Automotive 401(k) Plan (CO) $8M · 168
Similar participant headcount
Nearest other-state filings by covered participants (63 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.