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
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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

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

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.

See the national 2023→2024 release diff →

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

Berger Chevrolet, Inc. 401(k) Plan & TrustBerger Chevrolet, Inc. 401(k…$25MIracing.Com 401(k) Tax Deferred Savings PlanIracing.Com 401(k) Tax Defer…$25MDatabank Imx LLC 401(k) Plan$25MCanal Wood, LLC 401(k) Plan$25MCop, Hometown Services, Inc. Employee Retirement 401(k) PlanCop, Hometown Services, Inc.…$25M
End-of-year total assets ($M) among Berger Chevrolet, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN382374197
Plan Effective Date1995-01-01
Filing StatusFILING 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
$18M$20M$22M$24M$26M 202220232024 $19.3M $25.2M ▲ +30.3%
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.

Berger Chevrolet, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Berger Chevrolet, Inc. 401(k) Plan & Trust, Total assets ($B): 0.025171133 · Participants: 289Berger Chevrolet, Inc. 401(k) Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Berger Chevrolet, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Berger Chevrolet, Inc. 401(k) Plan & Trust assets move in 2024?
Berger Chevrolet, Inc. 401(k) Plan & Trust grew at a solid clip - up 12.7% during 2024, from $22M to $25M. Reported net income was $3M.
How have Berger Chevrolet, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Berger Chevrolet, Inc.'s sponsor-wide assets grew 30.3%, from $19M to $25M.
Which 401(k) plans are similar in size to Berger Chevrolet, Inc. 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Iracing.Com 401(k) Tax Deferred Savings Plan in MA ($25M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Berger Chevrolet, Inc. 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is The Arbor Experts 401(k) Plan in TX (289 participants, $3M in assets).