401(k) · DOL Form 5500 · 2022

Berkeley Research Group, LLC 401(k) Plan

Data updated 2026-08-25

$200M
Total assets Near avg plan size
1,141
Participants Near avg headcount
96th
Percentile by assets National rank
$175,036
Avg per participant Above avg balance/head
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Official DOL plan name: Brg 401(k) Plan · Sponsored by Berkeley Research Group, LLC · District of Columbia · Professional & Technical Services

$200M in assets, 1,141 participants

Berkeley Research Group, LLC's Brg 401(k) Plan reported $200M in total assets and 1,141 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,848 in Professional & Technical Services (21,562 peers)

Where Brg 401(k) Plan sits by assets

Brg 401(k) Plan sits in the top 5% of all filed plans by assets, $200M for 1,141 participants (~$175,036/participant), down 10.8% in 2022.

#20,848
in Professional & Technical Services (21,562 peers)
-10.8%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brg 401(k) Plan's outsized position by total assets

Brg 401(k) Plan vs every filed plan by assets

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

$199,716,631 Top 4% higher than 96% 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

Brg 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brg 401(k) Plan lands in the large band (1,141 participants).

DOL schedule card

Filing strip 271451273 · Berkeley Research Group, LLC PY 2022 · 401(k)

Brg 401(k) Plan · $200M · 1,141 · 96th

  • EOY $200M
  • EOY 1,141
  • EOY 96th
  • EOY 401(k)
  • EOY near Genon Energy Employee Savings Plan
  • EOY ind #20848

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 District of Columbia →

Brg 401(k) Plan in the asset neighbourhood

Tropicana Products 401(k) Savings PlanTropicana Products 401(k) Sa…$200MBrg 401(k) Plan$200MGenon Energy Employee Savings PlanGenon Energy Employee Saving…$200MPowell Industries, Inc. Employees Incentive Savings PlanPowell Industries, Inc. Empl…$200MBrighthouse Services, LLC Savings Plan and TrustBrighthouse Services, LLC Sa…$200M
End-of-year total assets ($M) among Brg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$224M
Net Assets (End of Year)$200M
Net Income-$24M
Employer EIN271451273
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkeley Research Group, LLC)

Sponsor-wide plan assets over time

All Berkeley Research Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$303M 51.85842835492252% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $200M $303M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 1,141 $200M
2023 1 1,270 $258M
2024 1 1,384 $303M

Nearby 401(k) Plans in District of Columbia

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

Brg 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Brg 401(k) Plan, Total assets ($B): 0.199716631 · Participants: 1141Brg 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Brg 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Brg 401(k) Plan side-by-side with 3 peers →

Brg 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Genon Energy Employee Savings Plan in TX ($200M); by covered participants it is Coloplast Corp. 401(k) Plan in MN (1,141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($200M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,141 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 Brg 401(k) Plan assets move in 2022? ▼
Brg 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $224M to $200M. Reported net income was -$24M.
How have Berkeley Research Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkeley Research Group, LLC's sponsor-wide assets grew 51.9%, from $200M to $303M.
Where does Brg 401(k) Plan rank by assets among Form 5500 filers? ▼
Brg 401(k) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Genon Energy Employee Savings Plan in TX ($200M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Brg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coloplast Corp. 401(k) Plan in MN (1,141 participants, $155M 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 271451273.

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.