401(k) · DOL Form 5500 · 2022
Law Office of David J. Berney, P.C 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $439,437
- Avg per participant High balance/head
Official DOL plan name: Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Law Office of David J. Berney, P.C · Pennsylvania · Professional & Technical Services
$1M in assets, 3 participants
Law Office of David J. Berney, P.C's Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,240 in Professional & Technical Services (21,562 peers)
Law Office of David J. Berney, P.C multi-year trail
Law Office of David J. Berney, P.C's plans moved +52.0% in assets from 2022 to 2024; this filing shows Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan and Trust at $1M / 3 participants.
- #5,240
- in Professional & Technical Services (21,562 peers)
- -12.4%
- assets change YoY
The plan reported a net loss of $187K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,318,310 28th percentile higher than 28% 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
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 262517340 · Law Office of David J. Berney, P.C PY 2022 · 401(k)
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan and Trust · $1M · 3 · 28th
- EOY $1M
- EOY 3
- EOY 28th
- EOY 401(k)
- EOY near Dennelisse Corporation 401(k) Plan
- EOY ind #5240
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 →
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Law Office of David J. Berney, P.C multi-year asset trail
Sponsor-wide plan assets over time
All Law Office of David J. Berney, P.C plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 52.007873717107515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
Law Office of David J. Berney, P.C filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$187K |
| Employer EIN | 262517340 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
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
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Dennelisse Corporation 401(k) Plan in NY ($1M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Dennelisse Corporation 401(k) Plan (NY) $1M · 250
- Benedettini 401(k) Plan (TX) $1M · 198
- Mccarty Family Farms 401(k) Plan (KS) $1M · 133
- Keller Interiors, LLC 401(k) Profit Sharing Plan (GA) $1M · 147
Similar participant headcount
Nearest other-state filings by covered participants (3 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.