401(k) · DOL Form 5500 · 2024
Berger Chevrolet, Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 289
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $87,097
- Avg per participant Below avg balance/head
Official DOL plan name: Berger Chevrolet, Inc. 401(k) Plan & Trust · Sponsored by Berger Chevrolet, Inc. · Michigan · Retail Trade
$25M in assets, 289 participants
Berger Chevrolet, Inc.'s Berger Chevrolet, Inc. 401(k) Plan & Trust reported $25M in total assets and 289 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #6,774 in Retail Trade (8,048 peers)
Coverage in Michigan
Berger Chevrolet, Inc. 401(k) Plan & Trust covers 289 participants in Michigan, about 45% of the average Michigan filer (state average ~638 per filing). Assets: $25M.
- #6,774
- in Retail Trade (8,048 peers)
- +12.7%
- assets growth YoY
Berger Chevrolet, Inc. 401(k) Plan & Trust's outsized position by total assets
Berger Chevrolet, Inc. 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,171,133 Top 26% higher than 74% 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
Berger Chevrolet, Inc. 401(k) Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berger Chevrolet, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (289 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berger Chevrolet, Inc. 401(k) Plan & Trust end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Berger Chevrolet, Inc. 401(k) Plan & Trust reported participants rose from 270 in the plan year 2023 filing to 289 in the plan year 2024 filing.
- Berger Chevrolet, Inc. 401(k) Plan & Trust reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 382374197 · Berger Chevrolet, Inc. PY 2024 · 401(k)
Berger Chevrolet, Inc. 401(k) Plan & Trust · $25M · 289 · 74th
- 5500 $25M
- ASSETS 289
- PCT 74th
- EIN 401(k)
- RANK near Iracing.Com 401(k) Tax Deferred Savings Plan
- PHOTO ind #6774
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 Retail Trade retirement plans → · Plans in Michigan →
Berger Chevrolet, Inc. 401(k) Plan & Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 382374197 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berger Chevrolet, Inc.)
Sponsor-wide plan assets over time
All Berger Chevrolet, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 30.31524826862474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 251 | $19M |
| 2023 | 1 | 270 | $22M |
| 2024 | 1 | 289 | $25M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Berger Chevrolet, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Iracing.Com 401(k) Tax Deferred Savings Plan in MA ($25M); by covered participants it is The Arbor Experts 401(k) Plan in TX (289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Iracing.Com 401(k) Tax Deferred Savings Plan (MA) $25M · 139
- Databank Imx LLC 401(k) Plan (PA) $25M · 513
- Canal Wood, LLC 401(k) Plan (SC) $25M · 94
- Cop, Hometown Services, Inc. Employee Retirement 401(k) Plan (OK) $25M · 1,483
Similar participant headcount
Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.
- The Arbor Experts 401(k) Plan (TX) 289 · 0 off
- Comply Technologies, Inc. 401(k) Plan (NY) 289 · 0 off
- Recharge Inc. 401(k) Plan (CA) 289 · 0 off
- E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan (WI) 289 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.