401(k) · DOL Form 5500 · 2022

Berg Senior Services, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
154
Participants Small participant base
60th
Percentile by assets National rank
$51,754
Avg per participant Low balance/head
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Official DOL plan name: Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Berg Senior Services, LLC · California · Healthcare & Social Assistance

$8M in assets, 154 participants

Berg Senior Services, LLC's Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,256 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $8M.

#13,256
in Healthcare & Social Assistance (20,060 peers)
-10.0%
assets change YoY

The plan reported a net loss of $886K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,970,190 Top 40% higher than 60% 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

Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust 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. Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (154 participants).

EBSA filing schedule strip

Filing strip 100006094 · Berg Senior Services, LLC PY 2022 · 401(k)

Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust · $8M · 154 · 60th

  • RANK $8M
  • RANK 154
  • RANK 60th
  • RANK 401(k)
  • RANK near Hugo Neu Corporation 401(k) Plan
  • RANK ind #13256

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 California →

Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Berg Senior Services LLC 401(k) Profit Sharing Plan & TrustBerg Senior Services LLC 401…$8MHugo Neu Corporation 401(k) PlanHugo Neu Corporation 401(k) …$8MAutonomous Solutions, Inc. 401(k) Retirement PlanAutonomous Solutions, Inc. 4…$8MUhlmann Holding Company 401(k) PlanUhlmann Holding Company 401(…$8M365 Data Centers 401(k) Plan$8M
End-of-year total assets ($M) among Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$886K
Employer EIN100006094
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berg Senior Services, LLC)

Sponsor-wide plan assets over time

All Berg Senior Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 34.90184048310015% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.97M $10.8M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 154 $8M
2023 1 151 $9M
2024 1 152 $11M

Nearby 401(k) Plans in California

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

Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00797019 · Participants: 154Berg Senior Services LLC 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hugo Neu Corporation 401(k) Plan in NJ ($8M); by covered participants it is Eagle River Capital 401(k) Plan in CO (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.0% during 2022, from $9M to $8M. Reported net income was -$886K.
How have Berg Senior Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berg Senior Services, LLC's sponsor-wide assets grew 34.9%, from $8M to $11M.
Which 401(k) plans are similar in size to Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hugo Neu Corporation 401(k) Plan in NJ ($8M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Berg Senior Services LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle River Capital 401(k) Plan in CO (154 participants, N/A 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 100006094.

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.