401(k)
2024 plan-year 401(k) DOL Form 5500

Bergg Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bergg Inc. · Ohio · Healthcare & Social Assistance

What the 2023 filing shows

Bergg Inc. 401(k) Plan holds N/A for N/A participants.

N/A
total plan assets (2024 EOY)
N/A
covered participants
Total Assets (2023)
N/A
Participants
N/A
State
Industry
Healthcare & Social Assistance

What the Filing Says About Bergg Inc. 401(k) Plan

Bergg Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Bergg Inc., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers N/A participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 994775219, and the plan has been effective since 2024-08-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN994775219
Plan Effective Date2024-08-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Frequently Asked Questions

How much money is in the Bergg Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Bergg Inc. 401(k) Plan holds N/A in total assets with N/A participants. It is sponsored by Bergg Inc..
What type of plan is Bergg Inc. 401(k) Plan?
Bergg Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2024-08-30. The plan is filed with the U.S. Department of Labor under EIN 994775219.
Who sponsors the Bergg Inc. 401(k) Plan?
Bergg Inc. 401(k) Plan is sponsored by Bergg Inc., located in Ohio. The sponsor's EIN is 994775219 and the plan operates in the Healthcare & Social Assistance industry.
How did Bergg Inc. 401(k) Plan perform in 2024?
Bergg Inc. 401(k) Plan held N/A in total assets at the end of 2024.
Where can I find official filings for Bergg Inc. 401(k) Plan?
Official Form 5500 filings for Bergg Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 994775219 or plan name at efast.dol.gov.
How does Bergg Inc. 401(k) Plan compare to other plans?
You can compare Bergg Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 994775219.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.