401(k) · DOL Form 5500 · 2022
Berger Montague 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 115
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $551,455
- Avg per participant High balance/head
Official DOL plan name: Berger Montague Retirement Savings Plan · Sponsored by Berger Montague · Pennsylvania · Professional & Technical Services
$63M in assets, 115 participants
Berger Montague's Berger Montague Retirement Savings Plan reported $63M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #19,611 in Professional & Technical Services (21,562 peers)
Coverage in Pennsylvania
Berger Montague Retirement Savings Plan covers 115 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $63M.
- #19,611
- in Professional & Technical Services (21,562 peers)
- -15.2%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Berger Montague Retirement Savings Plan's outsized position by total assets
Berger Montague Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$63,417,291 Top 10% higher than 90% 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 Montague Retirement Savings 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. Berger Montague Retirement Savings Plan sits mid-pack in the medium band (115 participants).
Published 5500 schedule card
Filing strip 232015918 · Berger Montague PY 2022 · 401(k)
Berger Montague Retirement Savings Plan · $63M · 115 · 90th
- TYPE $63M
- NET 115
- BOOK 90th
- VS-ST 401(k)
- BOY near Tlm, Inc. 401(k) Profit Sharing Plan
- SCH ind #19611
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 Pennsylvania →
Berger Montague Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | -$11M |
| Employer EIN | 232015918 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berger Montague)
Sponsor-wide plan assets over time
All Berger Montague plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 23.823777020055932% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $63M |
| 2023 | 1 | 125 | $72M |
| 2024 | 1 | 153 | $79M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Berger Montague Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Tlm, Inc. 401(k) Profit Sharing Plan in WA ($63M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Tlm, Inc. 401(k) Profit Sharing Plan (WA) $63M · 34
- Huitt-Zollars, Inc. Employee Retirement Plan & Trust (TX) $63M · 467
- Hopkins & Carley 401(k)Plan (CA) $63M · 136
- Quantum Health, Inc. 401(k) Plan (OH) $63M · 1,567
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- 360 Physical Therapy 401(k) Profit Sharing Plan (AZ) 115 · 0 off
- Gt Distributors, Inc. 401(k) Plan (TX) 115 · 0 off
- Giant Bicycle Inc 401(k) Plan (CA) 115 · 0 off
- Shinn 401(k) Retirement Plan (IA) 115 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.