401(k) · DOL Form 5500 · 2022

Amb & Rg Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
288
Participants Below avg headcount
67th
Percentile by assets National rank
$37,796
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bertera Dealerships 401(k) Plan & Trust · Sponsored by Amb & Rg Enterprises, LLC · Massachusetts · Retail Trade

$11M in assets, 288 participants

Amb & Rg Enterprises, LLC's Bertera Dealerships 401(k) Plan & Trust reported $11M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #7,348 in Retail Trade (9,519 peers)

Coverage in Massachusetts

Bertera Dealerships 401(k) Plan & Trust covers 288 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#7,348
in Retail Trade (9,519 peers)
-14.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bertera Dealerships 401(k) Plan & Trust's outsized position by total assets

Bertera Dealerships 401(k) Plan & Trust vs every filed plan by assets

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

$10,885,250 Top 33% higher than 67% 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

Bertera Dealerships 401(k) Plan & Trust 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. Bertera Dealerships 401(k) Plan & Trust sits mid-pack in the medium band (288 participants).

Form 5500 schedule snapshot

Filing strip 522239317 · Amb & Rg Enterprises, LLC PY 2022 · 401(k)

Bertera Dealerships 401(k) Plan & Trust · $11M · 288 · 67th

  • 5500 $11M
  • ASSETS 288
  • PCT 67th
  • EIN 401(k)
  • RANK near Country Fair, Inc. 401(k) Retirement Plan
  • PHOTO ind #7348

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 Retail Trade retirement plans → · Plans in Massachusetts →

Bertera Dealerships 401(k) Plan & Trust in the asset neighbourhood

Bertera Dealerships 401(k) Plan & TrustBertera Dealerships 401(k) P…$11MCountry Fair, Inc. 401(k) Retirement PlanCountry Fair, Inc. 401(k) Re…$11MPulmonary Associates, P.C. 401(k) Profit Sharing PlanPulmonary Associates, P.C. 4…$11MQuanta Computer USA, Inc. 401(k) PlanQuanta Computer USA, Inc. 40…$11MRizo-Lopez Foods, Inc. 401(k) Profit Sharing Plan and TrustRizo-Lopez Foods, Inc. 401(k…$11M
End-of-year total assets ($M) among Bertera Dealerships 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN522239317
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amb & Rg Enterprises, LLC)

Sponsor-wide plan assets over time

All Amb & Rg Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.72901403275074% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.9M $12.7M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 288 $11M
2023 1 240 $13M
2024 1 256 $13M

Nearby 401(k) Plans in Massachusetts

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

Bertera Dealerships 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Bertera Dealerships 401(k) Plan & Trust, Total assets ($B): 0.01088525 · Participants: 288Bertera Dealerships 401(k) Plan & TrustFidelity 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
Bertera Dealerships 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bertera Dealerships 401(k) Plan & Trust side-by-side with 3 peers →

Bertera Dealerships 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Country Fair, Inc. 401(k) Retirement Plan in PA ($11M); by covered participants it is Echelon Property Group LLC 401(k) Plan in CO (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Bertera Dealerships 401(k) Plan & Trust assets move in 2022? ▼
Bertera Dealerships 401(k) Plan & Trust pulled back noticeably - down 14.9% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Amb & Rg Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amb & Rg Enterprises, LLC's sponsor-wide assets grew 16.7%, from $11M to $13M.
Which 401(k) plans are similar in size to Bertera Dealerships 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Country Fair, Inc. 401(k) Retirement Plan in PA ($11M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Bertera Dealerships 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Echelon Property Group LLC 401(k) Plan in CO (288 participants, N/A 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 522239317.

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.