Money Purchase · DOL Form 5500 · 2022
Sam Berman and Sons LLC Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 13
- Participants
- 32nd
- Percentile by assets
- $132,687
- Avg per participant
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.
- 32nd percentile by assets (of 139,126 plans)
- #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.
- $2M
- total plan assets (2022 EOY)
- 13
- covered participants
- 32nd
- percentile by assets (of 139,126 plans)
- $132,687
- avg assets per participant
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 LLC across 3 plan years on file
Across the 3 plan years Sam Berman and Sons LLC has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 86.4%, while reported participants moved from 13 to 12 (-7.7%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Sam Berman and Sons LLC multi-year asset trail
| 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.
Sam Berman and Sons Retirement Trust vs. nearby Money Purchase plans in Iowa, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sam Berman and Sons Retirement Trust by total assets, not by location.
Frequently Asked Questions
How did Sam Berman and Sons Retirement Trust assets move in 2022? ▼
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Next read for Sam Berman and Sons Retirement Trust
Multi-year trail
Ways to act on Sam Berman and Sons Retirement Trust's numbers.
- By total assets, Sam Berman and Sons Retirement Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Iowa. Compare plans
- Sam Berman and Sons LLC's sponsor-wide assets have grown 86.4% since 2022 across 3 plan years on file. More Wholesale Trade plans