401(k) · DOL Form 5500 · 2024
Berg Group, LLC 401(k) Plan
Data updated 2026-08-11
- $8M
- Total assets
- 63
- Participants
- 51st
- Percentile by assets
- $126,025
- Avg per participant
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.
- 51st percentile by assets (of 123,622 plans)
- #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.
- $8M
- total plan assets (2024 EOY)
- 63
- covered participants
- 51st
- percentile by assets (of 123,622 plans)
- $126,025
- avg assets per participant
Where The Berg Group, LLC 401(k) Profit Sharing Plan sits by total assets
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
2024 asset move for The Berg Group, LLC 401(k) Profit Sharing Plan
Year over year, total assets grew sharply from $7M at the start of 2024 to $8M at year-end (up 15.2%). Net assets closed at $8M; reported net income $1M.
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.
The Berg Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Berg Group, LLC 401(k) Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Berg Group, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Which 401(k) plans are similar in size to The Berg Group, LLC 401(k) Profit Sharing Plan? ▼
Next read for The Berg Group, LLC 401(k) Profit Sharin…
2024 change
Ways to act on The Berg Group, LLC 401(k) Profit Sharing Plan's numbers.
- By total assets, The Berg Group, LLC 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans