Bergelectric 401(k) and retirement plans

Bergelectric Corporation, Carlsbad, CA. EIN 95-1459684. Annual reports 2009–2024. Also filed as Bergelectric Corp.

Bergelectric Corporation has 2 active retirement plans on file. The largest is the Bergelectric Corp Employees Pension & 401K Plan, with 3,405 participants and $169 million in assets in 2024. Schwab has been its recordkeeper since 2014. No traditional pension plan appears in Bergelectric's filings since 2009.

Active plans: 2
Participants: 6,156
Plan assets: $307 million
401(k) recordkeeper: Schwab
Plans on file: 3
Industry: Construction

All 3 plans

Active plans first

Bergelectric Corp Employees Pension & 401K Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 95-1459684
Participants (2024): 3,405
Net assets (2024): $169 million
Recordkeeper: SchwabEarlier: Voya (2010–2012), Iliac Services Provider Entities (2009)
Plan administrator: Bergelectric Corporation
3182 Lionshead Ave.
Carlsbad, CA 92010
(761) 746-1003As filed for 2024
In effect since: January 1, 1989

Plans merged into this one: Bergelectric Corporation 401K Plan (2011).

Earlier plan names: Bergelectric Corporation Employees Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,405	$169 million	Schwab
2023	3,458	$149 million	Schwab
2022	3,251	$124 million	Schwab
2021	3,454	$142 million	Schwab
2020	3,269	$123 million	Schwab
2019	2,815	$105 million	Schwab
2018	2,480	$82.4 million	Schwab
2017	2,642	$86.3 million	Schwab
2016	2,322	$71.6 million	Schwab
2015	2,418	$68.9 million	Schwab
2014	2,630	$70.1 million	Schwab
2013	2,077	$69.6 million	not listed
2012	1,952	$60.3 million	Voya
2011	2,087	$54.5 million	Voya
2010	1,898	$29.7 million	Voya
2009	2,218	$28.4 million	Iliac Services Provider Entities

Bergelectric Corporation Money Purchase Pension Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 95-1459684
Participants (2024): 2,751
Net assets (2024): $138 million
Recordkeeper: SchwabEarlier: Voya (2010–2012), Iliac Service Provider Entities (2009)
Plan administrator: Bergelectric Corporation
3182 Lionshead Ave.
Carlsbad, CA 92010
(761) 746-1003As filed for 2024
In effect since: January 1, 1992

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,751	$138 million	Schwab
2023	2,687	$120 million	Schwab
2022	2,214	$102 million	Schwab
2021	2,340	$120 million	Schwab
2020	2,282	$106 million	Schwab
2019	2,366	$90.2 million	Schwab
2018	2,313	$75.0 million	Schwab
2017	2,441	$82.7 million	Schwab
2016	2,375	$70.3 million	Schwab
2015	2,399	$70.2 million	Schwab
2014	2,558	$71.0 million	Schwab
2013	3,079	$68.9 million	not listed
2012	2,431	$55.8 million	Voya
2011	2,345	$47.5 million	Voya
2010	2,434	$42.2 million	Voya
2009	2,336	$32.9 million	Iliac Service Provider Entities

Bergelectric Corporation 401K Plan

401(k)Merged

Merged. In 2011 its assets moved to the Bergelectric Corp Employees Pension & 401K Plan and Trust, sponsored by Bergelectric Corporation (EIN 95-1459684, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 95-1459684
Participants (2010): 1,759
Net assets (2010): $24.9 million
Recordkeeper: VoyaEarlier: Iliac Service Provider Entities (2009)
Plan administrator: Bergelectric Corp
5650 West Centinela Avenue
Los Angeles, CA 90045
(310) 337-1377As filed for 2011
In effect since: January 1, 1999

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	Voya
2010	1,759	$24.9 million	Voya
2009	2,040	$21.5 million	Iliac Service Provider Entities

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Bergelectric Corp Employees Pension & 401K Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((761) 746-1003). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.