401(k) · DOL Form 5500 · 2022

Dr. Michael Berard 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$578,343
Avg per participant High balance/head
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Official DOL plan name: Michael Berard, Phd, Profit Sharing Plan · Sponsored by Dr. Michael Berard · Louisiana · Healthcare & Social Assistance

$1M in assets, 2 participants

Dr. Michael Berard's Michael Berard, Phd, Profit Sharing Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,862 in Healthcare & Social Assistance (20,060 peers)

Dr. Michael Berard multi-year trail

Dr. Michael Berard's plans moved +28.5% in assets from 2022 to 2024; this filing shows Michael Berard, Phd, Profit Sharing Plan at $1M / 2 participants.

#4,862
in Healthcare & Social Assistance (20,060 peers)
-21.2%
assets change YoY

The plan reported a net loss of $310K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michael Berard, Phd, Profit Sharing Plan among the smaller filed plans by assets

Michael Berard, Phd, Profit Sharing Plan vs every filed plan by assets

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

$1,156,686 27th percentile higher than 27% 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

Michael Berard, Phd, 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. Michael Berard, Phd, Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 720943325 · Dr. Michael Berard PY 2022 · 401(k)

Michael Berard, Phd, Profit Sharing Plan · $1M · 2 · 27th

  • TYPE $1M
  • TYPE 2
  • TYPE 27th
  • TYPE 401(k)
  • TYPE near Happysoul Corporation 401(k) Plan
  • TYPE ind #4862

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 Healthcare & Social Assistance retirement plans → · Plans in Louisiana →

Michael Berard, Phd, Profit Sharing Plan in the asset neighbourhood

Michael Berard, Phd, Profit Sharing PlanMichael Berard, Phd, Profit …$1MHappysoul Corporation 401(k) PlanHappysoul Corporation 401(k)…$1MIdm Group 401(k) Plan$1MHometell Properties, Inc. 401(k) PlanHometell Properties, Inc. 40…$1MActive Treatment Systems, Inc. 401(k) PlanActive Treatment Systems, In…$1M
End-of-year total assets ($M) among Michael Berard, Phd, Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dr. Michael Berard multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Michael Berard plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.501512078472462% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.16M $1.49M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Dr. Michael Berard filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$310K
Employer EIN720943325
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Michael Berard, Phd, Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Michael Berard, Phd, Profit Sharing Plan, Total assets ($B): 0.001156686 · Participants: 2Michael Berard, Phd, Profit Sharing PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Michael Berard, Phd, Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Michael Berard, Phd, Profit Sharing Plan side-by-side with 3 peers →

Michael Berard, Phd, Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Happysoul Corporation 401(k) Plan in IL ($1M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 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 (2 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 Michael Berard, Phd, Profit Sharing Plan assets move in 2022? ▼
Michael Berard, Phd, Profit Sharing Plan declined sharply - down 21.2% during 2022, from $1M to $1M. Reported net income was -$310K.
How have Dr. Michael Berard plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Michael Berard's sponsor-wide assets grew 28.5%, from $1M to $1M.
Which 401(k) plans are similar in size to Michael Berard, Phd, Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Happysoul Corporation 401(k) Plan in IL ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Michael Berard, Phd, Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 720943325.

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.