401(k) · DOL Form 5500 · 2022
Berger & Berger 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $295,563
- Avg per participant High balance/head
Official DOL plan name: Berger & Berger Profit Sharing Plan · Sponsored by Berger & Berger · New York · Professional & Technical Services
$1M in assets, 5 participants
Berger & Berger's Berger & Berger Profit Sharing Plan reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #5,578 in Professional & Technical Services (21,562 peers)
Berger & Berger multi-year trail
Berger & Berger's plans moved +28.9% in assets from 2022 to 2024; this filing shows Berger & Berger Profit Sharing Plan at $1M / 5 participants.
- #5,578
- in Professional & Technical Services (21,562 peers)
- -15.0%
- assets change YoY
The plan reported a net loss of $287K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Berger & Berger Profit Sharing Plan among the smaller filed plans by assets
Berger & Berger Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,477,813 29th percentile higher than 29% 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
Berger & Berger Profit Sharing 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. Berger & Berger Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 161548680 · Berger & Berger PY 2022 · 401(k)
Berger & Berger Profit Sharing Plan · $1M · 5 · 29th
- ASSETS $1M
- ASSETS 5
- ASSETS 29th
- ASSETS 401(k)
- ASSETS near Advanta IRA 401(k) Plan
- ASSETS ind #5578
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 New York →
Berger & Berger Profit Sharing Plan in the asset neighbourhood
Berger & Berger multi-year asset trail
Sponsor-wide plan assets over time
All Berger & Berger plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 28.90298028234966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $2M |
Berger & Berger filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$287K |
| Employer EIN | 161548680 |
| Plan Effective Date | 1998-06-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Berger & Berger Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Advanta IRA 401(k) Plan in FL ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.