Other · DOL Form 5500 · 2022

Berkeley Preparatory School, Inc. Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
330
Participants Below avg headcount
86th
Percentile by assets National rank
$120,369
Avg per participant Near avg balance/head
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Official DOL plan name: Berkeley Preparatory Defined Contribution Retirement Plan · Sponsored by Berkeley Preparatory School, Inc. · Florida · Educational Services

$40M in assets, 330 participants

Berkeley Preparatory School, Inc.'s Berkeley Preparatory Defined Contribution Retirement Plan reported $40M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,982 in Educational Services (4,024 peers)

Where Berkeley Preparatory Defined Contribution Retirement Plan sits by assets

Berkeley Preparatory Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 330 participants (~$120,369/participant), down 14.2% in 2022.

#2,982
in Educational Services (4,024 peers)
-14.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Berkeley Preparatory Defined Contribution Retirement Plan's outsized position by total assets

Berkeley Preparatory Defined Contribution Retirement Plan vs every filed plan by assets

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

$39,721,693 Top 14% higher than 86% 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

Berkeley Preparatory Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkeley Preparatory Defined Contribution Retirement Plan sits mid-pack in the medium band (330 participants).

Form 5500 schedule snapshot

Filing strip 591292802 · Berkeley Preparatory School, Inc. PY 2022 · Other

Berkeley Preparatory Defined Contribution Retirement Plan · $40M · 330 · 86th

  • PHOTO $40M
  • IND 330
  • EOY 86th
  • 5500 Other
  • ASSETS near Casa Colina, Inc. 403(b) Retirement Plan
  • PCT ind #2982

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 Educational Services retirement plans → · Plans in Florida →

Berkeley Preparatory Defined Contribution Retirement Plan in the asset neighbourhood

The Lab School of Washington Retirement PlanThe Lab School of Washington…$40MSunset Park Health Council 403(b) PlanSunset Park Health Council 4…$40MCasa Colina, Inc. 403(b) Retirement PlanCasa Colina, Inc. 403(b) Ret…$40MBerkeley Preparatory Defined Contribution Retirement PlanBerkeley Preparatory Defined…$40MUniversity of Charleston Retirement PlanUniversity of Charleston Ret…$40M
End-of-year total assets ($M) among Berkeley Preparatory Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$40M
Net Income-$7M
Employer EIN591292802
Plan Effective Date1981-09-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkeley Preparatory School, Inc.)

Sponsor-wide plan assets over time

All Berkeley Preparatory School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 34.22801742111042% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.7M $53.3M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 330 $40M
2023 1 321 $47M
2024 1 320 $53M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Berkeley Preparatory Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Berkeley Preparatory Defined Contribution Retirement Plan, Total assets ($B): 0.039721693 · Participants: 330Berkeley Preparatory Defined Contribution Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Berkeley Preparatory Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Berkeley Preparatory Defined Contribution Retirement Plan side-by-side with 3 peers →

Berkeley Preparatory Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Casa Colina, Inc. 403(b) Retirement Plan in CA ($40M); by covered participants it is Des Moines University Defined Contribution 403(b) Plan in IA (330 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Berkeley Preparatory Defined Contribution Retirement Plan assets move in 2022? ▼
Berkeley Preparatory Defined Contribution Retirement Plan pulled back noticeably - down 14.2% during 2022, from $46M to $40M. Reported net income was -$7M.
How have Berkeley Preparatory School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkeley Preparatory School, Inc.'s sponsor-wide assets grew 34.2%, from $40M to $53M.
Where does Berkeley Preparatory Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Berkeley Preparatory Defined Contribution Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Berkeley Preparatory Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Casa Colina, Inc. 403(b) Retirement Plan in CA ($40M, 1,025 participants).
Which Other plans cover a similar participant headcount to Berkeley Preparatory Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Des Moines University Defined Contribution 403(b) Plan in IA (330 participants, $90M 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 591292802.

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.