401(k) · DOL Form 5500 · 2022

Dm Berg Consultants P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
46th
Percentile by assets National rank
$671,134
Avg per participant High balance/head
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Official DOL plan name: Dm Berg Consultants, P.C. 401(k) Plan · Sponsored by Dm Berg Consultants P.C. · Massachusetts · Professional & Technical Services

$4M in assets, 6 participants

Dm Berg Consultants P.C.'s Dm Berg Consultants, P.C. 401(k) Plan reported $4M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,422 in Professional & Technical Services (21,562 peers)

Dm Berg Consultants P.C. multi-year trail

Dm Berg Consultants P.C.'s plans moved +30.3% in assets from 2022 to 2024; this filing shows Dm Berg Consultants, P.C. 401(k) Plan at $4M / 6 participants.

#9,422
in Professional & Technical Services (21,562 peers)
-23.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dm Berg Consultants, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Dm Berg Consultants, P.C. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,026,802 46th percentile higher than 46% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Dm Berg Consultants, P.C. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dm Berg Consultants, P.C. 401(k) Plan is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 043497375 · Dm Berg Consultants P.C. PY 2022 · 401(k)

Dm Berg Consultants, P.C. 401(k) Plan · $4M · 6 · 46th

  • ASSETS $4M
  • ASSETS 6
  • ASSETS 46th
  • ASSETS 401(k)
  • ASSETS near John L. Buker, M.D., D/B/a Bluegrass Dermatology, P.C. 401(k) Profit Sharing Plan
  • ASSETS ind #9422

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 Massachusetts →

Dm Berg Consultants, P.C. 401(k) Plan in the asset neighbourhood

Dm Berg Consultants, P.C. 401(k) PlanDm Berg Consultants, P.C. 40…$4MJohn L. Buker, M.D., D/B/a Bluegrass Dermatology, P.C. 401(k) Profit Sharing PlanJohn L. Buker, M.D., D/B/a B…$4MConsolidated Bus Transit Company 401(k) PlanConsolidated Bus Transit Com…$4MMid-West Management, Inc. 401(k) PlanMid-West Management, Inc. 40…$4MMatthews-Vu Medical Group 401(k) PlanMatthews-Vu Medical Group 40…$4M
End-of-year total assets ($M) among Dm Berg Consultants, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dm Berg Consultants P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Dm Berg Consultants P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 30.25380935044733% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.03M $5.25M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 5 $5M
2024 1 5 $5M

Dm Berg Consultants P.C. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN043497375
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Dm Berg Consultants, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Dm Berg Consultants, P.C. 401(k) Plan, Total assets ($B): 0.004026802 · Participants: 6Dm Berg Consultants, P.C. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Dm Berg Consultants, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Dm Berg Consultants, P.C. 401(k) Plan side-by-side with 3 peers →

Dm Berg Consultants, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is John L. Buker, M.D., D/B/a Bluegrass Dermatology, P.C. 401(k) Profit Sharing Plan in KY ($4M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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.

Frequently Asked Questions

How did Dm Berg Consultants, P.C. 401(k) Plan assets move in 2022? ▼
Dm Berg Consultants, P.C. 401(k) Plan declined sharply - down 23.8% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Dm Berg Consultants P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dm Berg Consultants P.C.'s sponsor-wide assets grew 30.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Dm Berg Consultants, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John L. Buker, M.D., D/B/a Bluegrass Dermatology, P.C. 401(k) Profit Sharing Plan in KY ($4M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Dm Berg Consultants, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043497375.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.