401(k) · DOL Form 5500 · 2022
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $270,991
- Avg per participant High balance/head
Official DOL plan name: Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan · Sponsored by Bergman Dacey Goldsmith, a Professional Law Corporation · California · Professional & Technical Services
$5M in assets, 18 participants
Bergman Dacey Goldsmith, a Professional Law Corporation's Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan reported $5M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #10,325 in Professional & Technical Services (21,562 peers)
Bergman Dacey Goldsmith, a Professional Law Corporation multi-year trail
Bergman Dacey Goldsmith, a Professional Law Corporation's plans moved -30.1% in assets from 2022 to 2024; this filing shows Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan at $5M / 18 participants.
- #10,325
- in Professional & Technical Services (21,562 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $879K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,877,834 Top 50% higher than 50% 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
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 953853032 · Bergman Dacey Goldsmith, a Professional Law Corporation PY 2022 · 401(k)
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan · $5M · 18 · 50th
- VS-ST $5M
- BOY 18
- SCH 50th
- EBSA 401(k)
- PART near Bozard Ford Company Employees' 401(k) Savings & Protection Plan
- TYPE ind #10325
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 California →
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Bergman Dacey Goldsmith, a Professional Law Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Bergman Dacey Goldsmith, a Professional Law Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 30.056803901075764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $5M |
| 2023 | 1 | 20 | $6M |
| 2024 | 1 | 24 | $3M |
Bergman Dacey Goldsmith, a Professional Law Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$879K |
| Employer EIN | 953853032 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Bozard Ford Company Employees' 401(k) Savings & Protection Plan in FL ($5M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.