Money Purchase · DOL Form 5500 · 2022
Sam Berman and Sons LLC Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $132,687
- Avg per participant Near avg balance/head
Official DOL plan name: Sam Berman and Sons Retirement Trust · Sponsored by Sam Berman and Sons LLC · Iowa · Wholesale Trade
$2M in assets, 13 participants
Sam Berman and Sons LLC's Sam Berman and Sons Retirement Trust reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,324 in Wholesale Trade (6,843 peers)
Sam Berman and Sons LLC multi-year trail
Sam Berman and Sons LLC's plans moved +86.4% in assets from 2022 to 2024; this filing shows Sam Berman and Sons Retirement Trust at $2M / 13 participants.
- #1,324
- in Wholesale Trade (6,843 peers)
- -29.7%
- assets change YoY
The plan reported a net loss of $730K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sam Berman and Sons Retirement Trust among the smaller filed plans by assets
Sam Berman and Sons Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,724,936 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sam Berman and Sons Retirement Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sam Berman and Sons Retirement Trust is a small filing (13 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 421280279 · Sam Berman and Sons LLC PY 2022 · Money Purchase
Sam Berman and Sons Retirement Trust · $2M · 13 · 32nd
- SCH $2M
- SCH 13
- SCH 32nd
- SCH Money Purchase
- SCH near Objective Marketing Inc Profit Sharing Plan
- SCH ind #1324
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 Wholesale Trade retirement plans → · Plans in Iowa →
Sam Berman and Sons Retirement Trust in the asset neighbourhood
Sam Berman and Sons LLC multi-year asset trail
Sponsor-wide plan assets over time
All Sam Berman and Sons LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 86.43282997166271% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $2M |
| 2023 | 1 | 12 | $2M |
| 2024 | 1 | 12 | $3M |
Sam Berman and Sons LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$730K |
| Employer EIN | 421280279 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Iowa
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Iowa Builders Retirement Plan $57M · 378
- IBEW Local 13 Retirement Plan $48M · 229
- Iron Workers Local No. 67 Defined Contribution Fund $32M · 839
- Morningside University Defined Contribution Retire $20M · 206
- Grand View University Employees' Money Purchase Plan $16M · 233
Sam Berman and Sons Retirement Trust's out-of-state Money Purchase peers by assets and headcount
Outside Iowa, the nearest Money Purchase by assets is Objective Marketing Inc Profit Sharing Plan in IL ($2M); by covered participants it is Retirement Trust of Middle District Chapter 13 Offices (Durham) in NC (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.