Civic Intelligence

Bergstrom Inc

Plan context: Bergstrom Inc. Profit Sharing and Employee Savings Plan

EIN 36-2138104 • 88 filings • 13 plans

Current Snapshot

Latest Year

2024

2024 Participants

437

2024 Assets

$63,706,395

2024 Contributions

$3,533,971

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$63,706,395$31,853,198$0199920122024YearValue
$63,706,395Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,2536270199920122024YearValue
437Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20245437$63,706,395$3,533,971$8,087iApproximate average salary by contribution assumption: employee only about $202,172 at 4% or $134,782 at 6%; with 50% employer match about $134,782 at 4% or $89,854 at 6%; with 100% employer match about $101,086 at 4% or $67,391 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-437$63,706,395$3,533,971$8,087iApproximate average salary by contribution assumption: employee only about $202,172 at 4% or $134,782 at 6%; with 50% employer match about $134,782 at 4% or $89,854 at 6%; with 100% employer match about $101,086 at 4% or $67,391 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-419---
Bergstrom Inc. Ancillary Benefit Plan-419---
Bergstrom Inc. Employee Welfare Benefit Plan-419---
Bergstrom Inc. Vision Plan-309---
20235453$59,824,418$3,410,555$7,529iApproximate average salary by contribution assumption: employee only about $188,220 at 4% or $125,480 at 6%; with 50% employer match about $125,480 at 4% or $83,654 at 6%; with 100% employer match about $94,110 at 4% or $62,740 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-453$59,824,418$3,410,555$7,529iApproximate average salary by contribution assumption: employee only about $188,220 at 4% or $125,480 at 6%; with 50% employer match about $125,480 at 4% or $83,654 at 6%; with 100% employer match about $94,110 at 4% or $62,740 at 6%.
Bergstrom Inc. Ancillary Benefit Plan-295---
Bergstrom Group Long Term Disability Benefit Plan-448---
Bergstrom Inc. Employee Welfare Benefit Plan-448---
Bergstrom Inc. Vision Plan-331---
20225457$51,656,286$3,063,118$6,703iApproximate average salary by contribution assumption: employee only about $167,567 at 4% or $111,711 at 6%; with 50% employer match about $111,711 at 4% or $74,474 at 6%; with 100% employer match about $83,783 at 4% or $55,856 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-422$51,656,286$3,063,118$7,259iApproximate average salary by contribution assumption: employee only about $181,464 at 4% or $120,976 at 6%; with 50% employer match about $120,976 at 4% or $80,651 at 6%; with 100% employer match about $90,732 at 4% or $60,488 at 6%.
Bergstrom Inc. Employee Welfare Benefit Plan-457---
Bergstrom Inc. Ancillary Benefit Plan-177---
Bergstrom Group Long Term Disability Benefit Plan-457---
Bergstrom Inc. Vision Plan-332---
20213451$62,378,097$2,731,772$6,057iApproximate average salary by contribution assumption: employee only about $151,429 at 4% or $100,952 at 6%; with 50% employer match about $100,952 at 4% or $67,302 at 6%; with 100% employer match about $75,714 at 4% or $50,476 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-433$62,378,097$2,731,772$6,309iApproximate average salary by contribution assumption: employee only about $157,724 at 4% or $105,149 at 6%; with 50% employer match about $105,149 at 4% or $70,099 at 6%; with 100% employer match about $78,862 at 4% or $52,575 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-451---
Bergstrom Inc. Employee Welfare Benefit Plan-451---
20203442$53,005,560$1,781,147$4,030iApproximate average salary by contribution assumption: employee only about $100,744 at 4% or $67,162 at 6%; with 50% employer match about $67,162 at 4% or $44,775 at 6%; with 100% employer match about $50,372 at 4% or $33,581 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-442$53,005,560$1,781,147$4,030iApproximate average salary by contribution assumption: employee only about $100,744 at 4% or $67,162 at 6%; with 50% employer match about $67,162 at 4% or $44,775 at 6%; with 100% employer match about $50,372 at 4% or $33,581 at 6%.
Bergstrom Inc. Employee Welfare Benefit Plan-437---
Bergstrom Group Long Term Disability Benefit Plan-437---
20193952$53,778,502$3,569,258$3,749iApproximate average salary by contribution assumption: employee only about $93,731 at 4% or $62,487 at 6%; with 50% employer match about $62,487 at 4% or $41,658 at 6%; with 100% employer match about $46,865 at 4% or $31,244 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-518$53,778,502$3,569,258$6,890iApproximate average salary by contribution assumption: employee only about $172,261 at 4% or $114,841 at 6%; with 50% employer match about $114,841 at 4% or $76,561 at 6%; with 100% employer match about $86,131 at 4% or $57,420 at 6%.
Bergstrom Inc. Employee Welfare Benefit Plan-952---
Bergstrom Group Long Term Disability Benefit Plan-539---
201831,020$43,323,814$3,066,436$3,006iApproximate average salary by contribution assumption: employee only about $75,158 at 4% or $50,105 at 6%; with 50% employer match about $50,105 at 4% or $33,403 at 6%; with 100% employer match about $37,579 at 4% or $25,053 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-492$43,323,814$3,066,436$6,233iApproximate average salary by contribution assumption: employee only about $155,815 at 4% or $103,877 at 6%; with 50% employer match about $103,877 at 4% or $69,251 at 6%; with 100% employer match about $77,907 at 4% or $51,938 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-498---
Bergstrom Inc. Employee Welfare Benefit Plan-1,020---
20173956$44,913,416$2,670,458$2,793iApproximate average salary by contribution assumption: employee only about $69,834 at 4% or $46,556 at 6%; with 50% employer match about $46,556 at 4% or $31,037 at 6%; with 100% employer match about $34,917 at 4% or $23,278 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-487$44,913,416$2,670,458$5,483iApproximate average salary by contribution assumption: employee only about $137,087 at 4% or $91,391 at 6%; with 50% employer match about $91,391 at 4% or $60,928 at 6%; with 100% employer match about $68,544 at 4% or $45,696 at 6%.
Bergstrom Inc. Employee Welfare Benefit Plan-956---
Bergstrom Group Long Term Disability Benefit Plan-483---
201631,054$39,526,223$2,734,959$2,595iApproximate average salary by contribution assumption: employee only about $64,871 at 4% or $43,247 at 6%; with 50% employer match about $43,247 at 4% or $28,832 at 6%; with 100% employer match about $32,435 at 4% or $21,624 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-479$39,526,223$2,734,959$5,710iApproximate average salary by contribution assumption: employee only about $142,743 at 4% or $95,162 at 6%; with 50% employer match about $95,162 at 4% or $63,441 at 6%; with 100% employer match about $71,372 at 4% or $47,581 at 6%.
Bergstrom Inc. Employee Welfare Benefit Plan-1,054---
Bergstrom Group Long Term Disability Benefit Plan-489---
201531,137$35,836,998$3,322,648$2,922iApproximate average salary by contribution assumption: employee only about $73,057 at 4% or $48,705 at 6%; with 50% employer match about $48,705 at 4% or $32,470 at 6%; with 100% employer match about $36,529 at 4% or $24,352 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-590$35,836,998$3,322,648$5,632iApproximate average salary by contribution assumption: employee only about $140,790 at 4% or $93,860 at 6%; with 50% employer match about $93,860 at 4% or $62,573 at 6%; with 100% employer match about $70,395 at 4% or $46,930 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-582---
Bergstrom Inc. Employee Welfare Benefit Plan-1,137---
201431,163$35,766,924$2,952,857$2,539iApproximate average salary by contribution assumption: employee only about $63,475 at 4% or $42,317 at 6%; with 50% employer match about $42,317 at 4% or $28,211 at 6%; with 100% employer match about $31,738 at 4% or $21,158 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-668$35,766,924$2,952,857$4,420iApproximate average salary by contribution assumption: employee only about $110,511 at 4% or $73,674 at 6%; with 50% employer match about $73,674 at 4% or $49,116 at 6%; with 100% employer match about $55,256 at 4% or $36,837 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-667---
Bergstrom Inc. Employee Welfare Benefit Plan-1,163---
201331,198$32,086,300$2,716,851$2,268iApproximate average salary by contribution assumption: employee only about $56,696 at 4% or $37,797 at 6%; with 50% employer match about $37,797 at 4% or $25,198 at 6%; with 100% employer match about $28,348 at 4% or $18,899 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-678$32,086,300$2,716,851$4,007iApproximate average salary by contribution assumption: employee only about $100,179 at 4% or $66,786 at 6%; with 50% employer match about $66,786 at 4% or $44,524 at 6%; with 100% employer match about $50,089 at 4% or $33,393 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-664---
Bergstrom Inc. Employee Welfare Benefit Plan-1,198---
201231,253$25,444,899$2,779,890$2,219iApproximate average salary by contribution assumption: employee only about $55,465 at 4% or $36,976 at 6%; with 50% employer match about $36,976 at 4% or $24,651 at 6%; with 100% employer match about $27,732 at 4% or $18,488 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-734$25,444,899$2,779,890$3,787iApproximate average salary by contribution assumption: employee only about $94,683 at 4% or $63,122 at 6%; with 50% employer match about $63,122 at 4% or $42,081 at 6%; with 100% employer match about $47,341 at 4% or $31,561 at 6%.
Bergstrom Inc. Employee Welfare Benefit Plan-1,253---
Bergstrom Group Long Term Disability Benefit Plan-728---
20113726$21,096,389$2,368,426$3,262iApproximate average salary by contribution assumption: employee only about $81,557 at 4% or $54,372 at 6%; with 50% employer match about $54,372 at 4% or $36,248 at 6%; with 100% employer match about $40,779 at 4% or $27,186 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-726$21,096,389$2,368,426$3,262iApproximate average salary by contribution assumption: employee only about $81,557 at 4% or $54,372 at 6%; with 50% employer match about $54,372 at 4% or $36,248 at 6%; with 100% employer match about $40,779 at 4% or $27,186 at 6%.
Bergstrom Inc. Employee Welfare Benefit Plan-656---
Bergstrom Group Long Term Disability Benefit Plan-656---
20103542$19,808,909$1,815,939$3,350iApproximate average salary by contribution assumption: employee only about $83,761 at 4% or $55,841 at 6%; with 50% employer match about $55,841 at 4% or $37,227 at 6%; with 100% employer match about $41,881 at 4% or $27,920 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-542$19,808,909$1,815,939$3,350iApproximate average salary by contribution assumption: employee only about $83,761 at 4% or $55,841 at 6%; with 50% employer match about $55,841 at 4% or $37,227 at 6%; with 100% employer match about $41,881 at 4% or $27,920 at 6%.
Bergstrom Inc. Employee Welfare Benefit Plan-537---
Bergstrom Group Long Term Disability Benefit Plan-537---
20093534$16,370,971$1,443,000$2,702iApproximate average salary by contribution assumption: employee only about $67,556 at 4% or $45,037 at 6%; with 50% employer match about $45,037 at 4% or $30,025 at 6%; with 100% employer match about $33,778 at 4% or $22,519 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-470$16,370,971$1,443,000$3,070iApproximate average salary by contribution assumption: employee only about $76,755 at 4% or $51,170 at 6%; with 50% employer match about $51,170 at 4% or $34,113 at 6%; with 100% employer match about $38,378 at 4% or $25,585 at 6%.
Bergstrom Inc. Employee Welfare Benefit Plan-534---
Bergstrom Group Long Term Disability Benefit Plan-468---
20083542$12,601,174$2,151,475$3,970iApproximate average salary by contribution assumption: employee only about $99,238 at 4% or $66,159 at 6%; with 50% employer match about $66,159 at 4% or $44,106 at 6%; with 100% employer match about $49,619 at 4% or $33,079 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-542$12,601,174$2,151,475$3,970iApproximate average salary by contribution assumption: employee only about $99,238 at 4% or $66,159 at 6%; with 50% employer match about $66,159 at 4% or $44,106 at 6%; with 100% employer match about $49,619 at 4% or $33,079 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-539---
Bergstrom Inc. Employee Welfare Benefit Plan-539---
20071525$16,293,659$2,122,601$4,043iApproximate average salary by contribution assumption: employee only about $101,076 at 4% or $67,384 at 6%; with 50% employer match about $67,384 at 4% or $44,923 at 6%; with 100% employer match about $50,538 at 4% or $33,692 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-525$16,293,659$2,122,601$4,043iApproximate average salary by contribution assumption: employee only about $101,076 at 4% or $67,384 at 6%; with 50% employer match about $67,384 at 4% or $44,923 at 6%; with 100% employer match about $50,538 at 4% or $33,692 at 6%.
20063549$14,149,473$1,806,571$3,291iApproximate average salary by contribution assumption: employee only about $82,266 at 4% or $54,844 at 6%; with 50% employer match about $54,844 at 4% or $36,563 at 6%; with 100% employer match about $41,133 at 4% or $27,422 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-549$14,149,473$1,806,571$3,291iApproximate average salary by contribution assumption: employee only about $82,266 at 4% or $54,844 at 6%; with 50% employer match about $54,844 at 4% or $36,563 at 6%; with 100% employer match about $41,133 at 4% or $27,422 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-494---
Bergstrom Inc. Employee Welfare Benefit Plan-505---
20053518$12,447,881$1,577,812$3,046iApproximate average salary by contribution assumption: employee only about $76,149 at 4% or $50,766 at 6%; with 50% employer match about $50,766 at 4% or $33,844 at 6%; with 100% employer match about $38,075 at 4% or $25,383 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-449$12,447,881$1,577,812$3,514iApproximate average salary by contribution assumption: employee only about $87,851 at 4% or $58,568 at 6%; with 50% employer match about $58,568 at 4% or $39,045 at 6%; with 100% employer match about $43,926 at 4% or $29,284 at 6%.
Bergstrom Inc. Employee Welfare Benefit Plan-485---
Bergstrom Group Long Term Disability Benefit Plan-518---
20043463$10,622,276$1,497,213$3,234iApproximate average salary by contribution assumption: employee only about $80,843 at 4% or $53,895 at 6%; with 50% employer match about $53,895 at 4% or $35,930 at 6%; with 100% employer match about $40,422 at 4% or $26,948 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-463$10,622,276$1,497,213$3,234iApproximate average salary by contribution assumption: employee only about $80,843 at 4% or $53,895 at 6%; with 50% employer match about $53,895 at 4% or $35,930 at 6%; with 100% employer match about $40,422 at 4% or $26,948 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-463---
Bergstrom Inc. Employee Welfare Benefit Plan-206---
20033470$8,781,887$1,057,809$2,251iApproximate average salary by contribution assumption: employee only about $56,266 at 4% or $37,511 at 6%; with 50% employer match about $37,511 at 4% or $25,007 at 6%; with 100% employer match about $28,133 at 4% or $18,755 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-470$8,781,887$1,057,809$2,251iApproximate average salary by contribution assumption: employee only about $56,266 at 4% or $37,511 at 6%; with 50% employer match about $37,511 at 4% or $25,007 at 6%; with 100% employer match about $28,133 at 4% or $18,755 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-365---
Bergstrom Inc. Employee Welfare Benefit Plan-334---
20024331$6,595,868$988,634$2,987iApproximate average salary by contribution assumption: employee only about $74,670 at 4% or $49,780 at 6%; with 50% employer match about $49,780 at 4% or $33,187 at 6%; with 100% employer match about $37,335 at 4% or $24,890 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-309$6,595,868$988,634$3,199iApproximate average salary by contribution assumption: employee only about $79,987 at 4% or $53,324 at 6%; with 50% employer match about $53,324 at 4% or $35,550 at 6%; with 100% employer match about $39,993 at 4% or $26,662 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-331---
Bergstrom Inc. Employee Welfare Benefit Plan-319---
Bergstrom Inc. Ancillary Benefit Plan-187---
20016502$11,278,643$2,085,913$4,155iApproximate average salary by contribution assumption: employee only about $103,880 at 4% or $69,253 at 6%; with 50% employer match about $69,253 at 4% or $46,169 at 6%; with 100% employer match about $51,940 at 4% or $34,627 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-355$8,396,091$1,779,755$5,013iApproximate average salary by contribution assumption: employee only about $125,335 at 4% or $83,557 at 6%; with 50% employer match about $83,557 at 4% or $55,704 at 6%; with 100% employer match about $62,667 at 4% or $41,778 at 6%.
KYSOR/WESTRAN PENSION PLAN-126$2,662,777--
BERGSTROM REPRESENTED EMPLOYEE SAVINGS PLAN-109$219,775$306,158$2,809iApproximate average salary by contribution assumption: employee only about $70,220 at 4% or $46,813 at 6%; with 50% employer match about $46,813 at 4% or $31,209 at 6%; with 100% employer match about $35,110 at 4% or $23,407 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-348---
Bergstrom Inc. Ancillary Benefit Plan-187---
Bergstrom Inc. Employee Welfare Benefit Plan-502---
20005554$8,528,933$1,166,036$2,105iApproximate average salary by contribution assumption: employee only about $52,619 at 4% or $35,079 at 6%; with 50% employer match about $35,079 at 4% or $23,386 at 6%; with 100% employer match about $26,309 at 4% or $17,540 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-458$8,528,933$1,166,036$2,546iApproximate average salary by contribution assumption: employee only about $63,648 at 4% or $42,432 at 6%; with 50% employer match about $42,432 at 4% or $28,288 at 6%; with 100% employer match about $31,824 at 4% or $21,216 at 6%.
Bergstrom Group Long Term Disability Benefit Plan-417---
Bergstrom Inc. Employee Welfare Benefit Plan-554---
BERGSTROM REPRESENTED EMPLOYEE SAVINGS PLAN-141---
KYSOR/WESTRAN PENSION PLAN-156---
19993370$8,776,335$903,130$2,441iApproximate average salary by contribution assumption: employee only about $61,022 at 4% or $40,682 at 6%; with 50% employer match about $40,682 at 4% or $27,121 at 6%; with 100% employer match about $30,511 at 4% or $20,341 at 6%.
Bergstrom Inc. Profit Sharing and Employee Savings Plan-284$8,776,335$903,130$3,180iApproximate average salary by contribution assumption: employee only about $79,501 at 4% or $53,001 at 6%; with 50% employer match about $53,001 at 4% or $35,334 at 6%; with 100% employer match about $39,750 at 4% or $26,500 at 6%.
Bergstrom Inc. Employee Welfare Benefit Plan-370---
Bergstrom Group Long Term Disability Benefit Plan-362---