Department of Labor filing

BERGEY'S INCORPORATED

BERGEY'S INCORPORATED 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 2, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

72filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$1,539

Reported employer contributions per active participant.

Higher than about 81% of comparable plans

#People in the filing

1,568

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$125 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 48% of comparable plans

↗Investment performance

Not available

Plan assets changed 19.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202472out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions81st percentileTypical peer $680 · based on 259 comparable plans

Lower reported administrative expense48th percentileTypical peer $121 · based on 277 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BERGEY'S INCORPORATED reported $2,412,607 in employer contributions across the plan and 1,568 active participants. That works out to $1,539 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy77%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 20.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 6.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context72/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,412,607
Participant contributions: $6,756,227
Other contributions: $4,206,977
Employer share of reported contributions: 26.3%
Beginning assets: $106,638,445
Ending assets: $127,091,557
Ending net assets: $127,091,557
Ending liabilities: $0
Total income: $28,686,741
Total expenses: $8,233,629
Administrative expenses: $237,065
Participant loans: $2,145,062

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,941

2023

$1,608

2024

$1,539

Plan-paid administrative expenses per participant

2022

$134

2023

$121

2024

$125

Active participants

2022

1,418

2023

1,513

2024

1,568

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,539	1,568	127.1M	20251002135904NAL0000346243001
2023	$1,608	1,513	106.6M	20240927151313NAL0004614482001
2022	$1,941	1,418	88.5M	20231004150607NAL0019935441001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 231929243-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 2, 1991
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2S2T3D3H

Current plan terms

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Filing ACK_ID20251002135904NAL0000346243001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗