Civic Intelligence

The Bernard Group

Plan context: The Bernard Group Inc. Employee Stock Ownership Plan

EIN 41-1944077 • Chaska, MN • 45 filings • 5 plans

102 Jonathan Blvd. NorthChaska, MN 55318
Current Snapshot

Latest Year

2024

2024 Participants

940

2024 Assets

$180,733,122

2024 Contributions

$9,007,493

Historical Graphs

Total Assets Over Time

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

$180,733,122$90,366,561$0200420152024YearValue
$180,733,122Latest year 2024

Participants Over Time

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

1,0155080200420142024YearValue
940Latest 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
20243940$180,733,122$9,007,493$9,582iApproximate average salary by contribution assumption: employee only about $239,561 at 4% or $159,707 at 6%; with 50% employer match about $159,707 at 4% or $106,472 at 6%; with 100% employer match about $119,780 at 4% or $79,854 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-737$122,500,000$913,588$1,240iApproximate average salary by contribution assumption: employee only about $30,990 at 4% or $20,660 at 6%; with 50% employer match about $20,660 at 4% or $13,773 at 6%; with 100% employer match about $15,495 at 4% or $10,330 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-940$58,233,122$8,093,905$8,611iApproximate average salary by contribution assumption: employee only about $215,263 at 4% or $143,509 at 6%; with 50% employer match about $143,509 at 4% or $95,673 at 6%; with 100% employer match about $107,632 at 4% or $71,754 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-917---
20233897$163,938,788$9,165,183$10,218iApproximate average salary by contribution assumption: employee only about $255,440 at 4% or $170,293 at 6%; with 50% employer match about $170,293 at 4% or $113,529 at 6%; with 100% employer match about $127,720 at 4% or $85,147 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-668$116,400,000$707,977$1,060iApproximate average salary by contribution assumption: employee only about $26,496 at 4% or $17,664 at 6%; with 50% employer match about $17,664 at 4% or $11,776 at 6%; with 100% employer match about $13,248 at 4% or $8,832 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-897$47,538,788$8,457,206$9,428iApproximate average salary by contribution assumption: employee only about $235,708 at 4% or $157,139 at 6%; with 50% employer match about $157,139 at 4% or $104,759 at 6%; with 100% employer match about $117,854 at 4% or $78,569 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-877---
20223823$143,170,474$7,233,881$8,790iApproximate average salary by contribution assumption: employee only about $219,741 at 4% or $146,494 at 6%; with 50% employer match about $146,494 at 4% or $97,663 at 6%; with 100% employer match about $109,871 at 4% or $73,247 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-601$107,700,000$497,367$828iApproximate average salary by contribution assumption: employee only about $20,689 at 4% or $13,793 at 6%; with 50% employer match about $13,793 at 4% or $9,195 at 6%; with 100% employer match about $10,345 at 4% or $6,896 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-823$35,470,474$6,736,514$8,185iApproximate average salary by contribution assumption: employee only about $204,633 at 4% or $136,422 at 6%; with 50% employer match about $136,422 at 4% or $90,948 at 6%; with 100% employer match about $102,316 at 4% or $68,211 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-805---
202131,015$112,825,432$6,967,526$6,865iApproximate average salary by contribution assumption: employee only about $171,614 at 4% or $114,409 at 6%; with 50% employer match about $114,409 at 4% or $76,273 at 6%; with 100% employer match about $85,807 at 4% or $57,205 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-538$74,800,000$475,576$884iApproximate average salary by contribution assumption: employee only about $22,099 at 4% or $14,733 at 6%; with 50% employer match about $14,733 at 4% or $9,822 at 6%; with 100% employer match about $11,050 at 4% or $7,366 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-1,015$38,025,432$6,491,950$6,396iApproximate average salary by contribution assumption: employee only about $159,900 at 4% or $106,600 at 6%; with 50% employer match about $106,600 at 4% or $71,067 at 6%; with 100% employer match about $79,950 at 4% or $53,300 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-724---
20203671$98,886,589$5,132,132$7,648iApproximate average salary by contribution assumption: employee only about $191,212 at 4% or $127,475 at 6%; with 50% employer match about $127,475 at 4% or $84,983 at 6%; with 100% employer match about $95,606 at 4% or $63,737 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-514$69,200,000$473,350$921iApproximate average salary by contribution assumption: employee only about $23,023 at 4% or $15,349 at 6%; with 50% employer match about $15,349 at 4% or $10,232 at 6%; with 100% employer match about $11,511 at 4% or $7,674 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-671$29,686,589$4,658,782$6,943iApproximate average salary by contribution assumption: employee only about $173,576 at 4% or $115,717 at 6%; with 50% employer match about $115,717 at 4% or $77,145 at 6%; with 100% employer match about $86,788 at 4% or $57,859 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-648---
20193660$91,238,949$4,782,661$7,246iApproximate average salary by contribution assumption: employee only about $181,161 at 4% or $120,774 at 6%; with 50% employer match about $120,774 at 4% or $80,516 at 6%; with 100% employer match about $90,581 at 4% or $60,387 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-534$68,200,000$431,868$809iApproximate average salary by contribution assumption: employee only about $20,219 at 4% or $13,479 at 6%; with 50% employer match about $13,479 at 4% or $8,986 at 6%; with 100% employer match about $10,109 at 4% or $6,740 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-652$23,038,949$4,350,793$6,673iApproximate average salary by contribution assumption: employee only about $166,825 at 4% or $111,217 at 6%; with 50% employer match about $111,217 at 4% or $74,144 at 6%; with 100% employer match about $83,412 at 4% or $55,608 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-660---
20183644$62,469,400$4,519,809$7,018iApproximate average salary by contribution assumption: employee only about $175,458 at 4% or $116,972 at 6%; with 50% employer match about $116,972 at 4% or $77,982 at 6%; with 100% employer match about $87,729 at 4% or $58,486 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-502$46,700,000$495,798$988iApproximate average salary by contribution assumption: employee only about $24,691 at 4% or $16,461 at 6%; with 50% employer match about $16,461 at 4% or $10,974 at 6%; with 100% employer match about $12,346 at 4% or $8,230 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-635$15,769,400$4,024,011$6,337iApproximate average salary by contribution assumption: employee only about $158,426 at 4% or $105,617 at 6%; with 50% employer match about $105,617 at 4% or $70,411 at 6%; with 100% employer match about $79,213 at 4% or $52,809 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-644---
20173630$62,525,692$4,264,895$6,770iApproximate average salary by contribution assumption: employee only about $169,242 at 4% or $112,828 at 6%; with 50% employer match about $112,828 at 4% or $75,219 at 6%; with 100% employer match about $84,621 at 4% or $56,414 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-430$48,800,000$474,733$1,104iApproximate average salary by contribution assumption: employee only about $27,601 at 4% or $18,401 at 6%; with 50% employer match about $18,401 at 4% or $12,267 at 6%; with 100% employer match about $13,800 at 4% or $9,200 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-630$13,725,692$3,790,162$6,016iApproximate average salary by contribution assumption: employee only about $150,403 at 4% or $100,269 at 6%; with 50% employer match about $100,269 at 4% or $66,846 at 6%; with 100% employer match about $75,202 at 4% or $50,134 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-616---
20163540$41,568,235$2,945,429$5,454iApproximate average salary by contribution assumption: employee only about $136,362 at 4% or $90,908 at 6%; with 50% employer match about $90,908 at 4% or $60,606 at 6%; with 100% employer match about $68,181 at 4% or $45,454 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-326$33,000,000$436,187$1,338iApproximate average salary by contribution assumption: employee only about $33,450 at 4% or $22,300 at 6%; with 50% employer match about $22,300 at 4% or $14,867 at 6%; with 100% employer match about $16,725 at 4% or $11,150 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-540$8,568,235$2,509,242$4,647iApproximate average salary by contribution assumption: employee only about $116,169 at 4% or $77,446 at 6%; with 50% employer match about $77,446 at 4% or $51,630 at 6%; with 100% employer match about $58,084 at 4% or $38,723 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-360---
20153285$34,378,169$1,808,104$6,344iApproximate average salary by contribution assumption: employee only about $158,606 at 4% or $105,737 at 6%; with 50% employer match about $105,737 at 4% or $70,491 at 6%; with 100% employer match about $79,303 at 4% or $52,869 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-226$28,700,000$385,447$1,706iApproximate average salary by contribution assumption: employee only about $42,638 at 4% or $28,425 at 6%; with 50% employer match about $28,425 at 4% or $18,950 at 6%; with 100% employer match about $21,319 at 4% or $14,213 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-285$5,678,169$1,422,657$4,992iApproximate average salary by contribution assumption: employee only about $124,794 at 4% or $83,196 at 6%; with 50% employer match about $83,196 at 4% or $55,464 at 6%; with 100% employer match about $62,397 at 4% or $41,598 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-270---
20143297$27,079,139$1,562,663$5,261iApproximate average salary by contribution assumption: employee only about $131,537 at 4% or $87,692 at 6%; with 50% employer match about $87,692 at 4% or $58,461 at 6%; with 100% employer match about $65,769 at 4% or $43,846 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-182$22,500,000$380,459$2,090iApproximate average salary by contribution assumption: employee only about $52,261 at 4% or $34,841 at 6%; with 50% employer match about $34,841 at 4% or $23,227 at 6%; with 100% employer match about $26,130 at 4% or $17,420 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-196$4,579,139$1,182,204$6,032iApproximate average salary by contribution assumption: employee only about $150,791 at 4% or $100,528 at 6%; with 50% employer match about $100,528 at 4% or $67,018 at 6%; with 100% employer match about $75,396 at 4% or $50,264 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-297---
20133219$20,452,526$1,429,699$6,528iApproximate average salary by contribution assumption: employee only about $163,208 at 4% or $108,805 at 6%; with 50% employer match about $108,805 at 4% or $72,537 at 6%; with 100% employer match about $81,604 at 4% or $54,403 at 6%.
The Bernard Group Inc. Employee Stock Ownership Plan-164$17,100,000$380,459$2,320iApproximate average salary by contribution assumption: employee only about $57,997 at 4% or $38,665 at 6%; with 50% employer match about $38,665 at 4% or $25,776 at 6%; with 100% employer match about $28,998 at 4% or $19,332 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-134$3,352,526$1,049,240$7,830iApproximate average salary by contribution assumption: employee only about $195,754 at 4% or $130,502 at 6%; with 50% employer match about $130,502 at 4% or $87,002 at 6%; with 100% employer match about $97,877 at 4% or $65,251 at 6%.
The Bernard Group, Associated Companies Health & Welfare Plan-219---
2012186$2,184,704$709,199$8,247iApproximate average salary by contribution assumption: employee only about $206,163 at 4% or $137,442 at 6%; with 50% employer match about $137,442 at 4% or $91,628 at 6%; with 100% employer match about $103,081 at 4% or $68,721 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-86$2,184,704$709,199$8,247iApproximate average salary by contribution assumption: employee only about $206,163 at 4% or $137,442 at 6%; with 50% employer match about $137,442 at 4% or $91,628 at 6%; with 100% employer match about $103,081 at 4% or $68,721 at 6%.
2011154$1,338,593$354,655$6,568iApproximate average salary by contribution assumption: employee only about $164,192 at 4% or $109,461 at 6%; with 50% employer match about $109,461 at 4% or $72,974 at 6%; with 100% employer match about $82,096 at 4% or $54,731 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-54$1,338,593$354,655$6,568iApproximate average salary by contribution assumption: employee only about $164,192 at 4% or $109,461 at 6%; with 50% employer match about $109,461 at 4% or $72,974 at 6%; with 100% employer match about $82,096 at 4% or $54,731 at 6%.
2010142$1,032,826$239,862$5,711iApproximate average salary by contribution assumption: employee only about $142,775 at 4% or $95,183 at 6%; with 50% employer match about $95,183 at 4% or $63,456 at 6%; with 100% employer match about $71,388 at 4% or $47,592 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-42$1,032,826$239,862$5,711iApproximate average salary by contribution assumption: employee only about $142,775 at 4% or $95,183 at 6%; with 50% employer match about $95,183 at 4% or $63,456 at 6%; with 100% employer match about $71,388 at 4% or $47,592 at 6%.
2009142$791,725$220,679$5,254iApproximate average salary by contribution assumption: employee only about $131,357 at 4% or $87,571 at 6%; with 50% employer match about $87,571 at 4% or $58,381 at 6%; with 100% employer match about $65,678 at 4% or $43,786 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-42$791,725$220,679$5,254iApproximate average salary by contribution assumption: employee only about $131,357 at 4% or $87,571 at 6%; with 50% employer match about $87,571 at 4% or $58,381 at 6%; with 100% employer match about $65,678 at 4% or $43,786 at 6%.
2008123$578,710$201,104$8,744iApproximate average salary by contribution assumption: employee only about $218,591 at 4% or $145,728 at 6%; with 50% employer match about $145,728 at 4% or $97,152 at 6%; with 100% employer match about $109,296 at 4% or $72,864 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-23$578,710$201,104$8,744iApproximate average salary by contribution assumption: employee only about $218,591 at 4% or $145,728 at 6%; with 50% employer match about $145,728 at 4% or $97,152 at 6%; with 100% employer match about $109,296 at 4% or $72,864 at 6%.
2007129$0$0-
The Bernard Group Inc. 401(K) Profit Sharing Plan-29---
2006127$433,152$131,052$4,854iApproximate average salary by contribution assumption: employee only about $121,344 at 4% or $80,896 at 6%; with 50% employer match about $80,896 at 4% or $53,931 at 6%; with 100% employer match about $60,672 at 4% or $40,448 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-27$433,152$131,052$4,854iApproximate average salary by contribution assumption: employee only about $121,344 at 4% or $80,896 at 6%; with 50% employer match about $80,896 at 4% or $53,931 at 6%; with 100% employer match about $60,672 at 4% or $40,448 at 6%.
2005124$288,166$117,624$4,901iApproximate average salary by contribution assumption: employee only about $122,525 at 4% or $81,683 at 6%; with 50% employer match about $81,683 at 4% or $54,456 at 6%; with 100% employer match about $61,263 at 4% or $40,842 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-24$288,166$117,624$4,901iApproximate average salary by contribution assumption: employee only about $122,525 at 4% or $81,683 at 6%; with 50% employer match about $81,683 at 4% or $54,456 at 6%; with 100% employer match about $61,263 at 4% or $40,842 at 6%.
2004112$151,799$145,620$12,135iApproximate average salary by contribution assumption: employee only about $303,375 at 4% or $202,250 at 6%; with 50% employer match about $202,250 at 4% or $134,833 at 6%; with 100% employer match about $151,688 at 4% or $101,125 at 6%.
The Bernard Group Inc. 401(K) Profit Sharing Plan-12$151,799$145,620$12,135iApproximate average salary by contribution assumption: employee only about $303,375 at 4% or $202,250 at 6%; with 50% employer match about $202,250 at 4% or $134,833 at 6%; with 100% employer match about $151,688 at 4% or $101,125 at 6%.