Money Purchase · DOL Form 5500 · 2022
Berkowitz & Berkowitz Cpas Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 7
- Participants Small participant base
Official DOL plan name: Berkowitz & Berkowitz Self Employed Retirement Pla · Sponsored by Berkowitz & Berkowitz Cpas · Pennsylvania · Professional & Technical Services
N/A in assets, 7 participants
Berkowitz & Berkowitz Cpas's Berkowitz & Berkowitz Self Employed Retirement Pla reported N/A in total assets and 7 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2022 filing shows
Berkowitz & Berkowitz Self Employed Retirement Pla holds N/A for 7 participants.
- -$7M
- reported net income
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Berkowitz & Berkowitz Self Employed Retirement Pla among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkowitz & Berkowitz Self Employed Retirement Pla is a micro filing (7 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 232000627 · Berkowitz & Berkowitz Cpas PY 2022 · Money Purchase
Berkowitz & Berkowitz Self Employed Retirement Pla · N/A · 7
- PHOTO N/A
- PHOTO 7
- PHOTO PY 2022
- PHOTO Money Purchase
- PHOTO near Jm III Retirement Plan
- PHOTO -$7M
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Filing particulars (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$7M |
| Employer EIN | 232000627 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Berkowitz & Berkowitz Self Employed Retirement Pla's closest out-of-state Money Purchase peers by headcount
Outside Pennsylvania, the nearest Money Purchase by covered participants is Jm III Retirement Plan in PR (7 participants; this filing: 7 participants).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Jm III Retirement Plan (PR) 7 · 0 off
- David O. Rivera Rivera, Dds Retirement Plan (PR) 7 · 0 off
- Hanbery & Turner PA Money Purchase Pension Plan (MN) 7 · 0 off
- Nirupama P Patel (TX) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.