401(k) · DOL Form 5500 · 2022
Berger Montague 401(k) Plan
Data updated 2026-08-11
- $63M
- Total assets
- 115
- Participants
- 90th
- Percentile by assets
- $551,455
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $63M
- total plan assets (2022 EOY)
- 115
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $551,455
- avg assets per participant
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.
Where Berger Montague Retirement Savings Plan sits 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
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Berger Montague Retirement Savings Plan reports 115 participants - about 14% of that state average ($63M EOY assets).
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)
| 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Berger Montague Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Berger Montague Retirement Savings Plan assets move in 2022? ▼
How have Berger Montague plan assets changed over time? ▼
Where does Berger Montague Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Berger Montague Retirement Savings Plan? ▼
Next read for Berger Montague Retirement Savings Plan
Filing takeaways
Ways to act on Berger Montague Retirement Savings Plan's numbers.
- By total assets, Berger Montague Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Berger Montague's sponsor-wide assets have grown 23.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans