401(k) · DOL Form 5500 · 2022

Jeffrey Berman Architect 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
33rd
Percentile by assets National rank
$192,725
Avg per participant Above avg balance/head
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Official DOL plan name: Jeffrey Berman Architect 401(k) Plan · Sponsored by Jeffrey Berman Architect · New York · Professional & Technical Services

$2M in assets, 10 participants

Jeffrey Berman Architect's Jeffrey Berman Architect 401(k) Plan reported $2M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,420 in Professional & Technical Services (21,562 peers)

Jeffrey Berman Architect multi-year trail

Jeffrey Berman Architect's plans moved +39.5% in assets from 2022 to 2024; this filing shows Jeffrey Berman Architect 401(k) Plan at $2M / 10 participants.

#6,420
in Professional & Technical Services (21,562 peers)
-4.4%
assets change YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeffrey Berman Architect 401(k) Plan among the smaller filed plans by assets

Jeffrey Berman Architect 401(k) Plan vs every filed plan by assets

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

$1,927,251 33rd percentile higher than 33% 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

Jeffrey Berman Architect 401(k) 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. Jeffrey Berman Architect 401(k) Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 133293620 · Jeffrey Berman Architect PY 2022 · 401(k)

Jeffrey Berman Architect 401(k) Plan · $2M · 10 · 33rd

  • PHOTO $2M
  • PHOTO 10
  • PHOTO 33rd
  • PHOTO 401(k)
  • PHOTO near Lyric Hospitality 401(k) Plan
  • PHOTO ind #6420

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 →

Jeffrey Berman Architect 401(k) Plan in the asset neighbourhood

Jeffrey Berman Architect 401(k) PlanJeffrey Berman Architect 401…$2MLyric Hospitality 401(k) Plan$2MLux Modern 401(k)$2MMastermold LLC 401(k) Plan$2MByler Holdings 401(k) Plan$2M
End-of-year total assets ($M) among Jeffrey Berman Architect 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jeffrey Berman Architect multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey Berman Architect plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.470935544980904% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.93M $2.69M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 8 $2M
2024 1 7 $3M

Jeffrey Berman Architect filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$88K
Employer EIN133293620
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jeffrey Berman Architect 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jeffrey Berman Architect 401(k) Plan, Total assets ($B): 0.001927251 · Participants: 10Jeffrey Berman Architect 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Jeffrey Berman Architect 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jeffrey Berman Architect 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Lyric Hospitality 401(k) Plan in CA ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Jeffrey Berman Architect 401(k) Plan assets move in 2022? ▼
Jeffrey Berman Architect 401(k) Plan edged down modestly - down 4.4% during 2022, from $2M to $2M. Reported net income was -$88K.
How have Jeffrey Berman Architect plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey Berman Architect's sponsor-wide assets grew 39.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Jeffrey Berman Architect 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lyric Hospitality 401(k) Plan in CA ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey Berman Architect 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 133293620.

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.