401(k) · DOL Form 5500 · 2022

Berkeley Hall Club 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
114
Participants Small participant base
35th
Percentile by assets National rank
$18,494
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Berkeley Hall Club Retirement Savings Plan · Sponsored by Berkeley Hall Club · South Carolina · Other Services

$2M in assets, 114 participants

Berkeley Hall Club's Berkeley Hall Club Retirement Savings Plan reported $2M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,824 in Other Services (8,398 peers)

Coverage in South Carolina

Berkeley Hall Club Retirement Savings Plan covers 114 participants in South Carolina, about 31% of the average South Carolina filer (state average ~369 per filing). Assets: $2M.

#4,824
in Other Services (8,398 peers)
-7.2%
assets change YoY

The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berkeley Hall Club Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

Berkeley Hall Club Retirement Savings Plan vs every filed plan by assets

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

$2,108,288 35th percentile higher than 35% 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

Berkeley Hall Club 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. Berkeley Hall Club Retirement Savings Plan sits mid-pack in the medium band (114 participants).

DOL schedule card

Filing strip 571105488 · Berkeley Hall Club PY 2022 · 401(k)

Berkeley Hall Club Retirement Savings Plan · $2M · 114 · 35th

  • BOOK $2M
  • VS-ST 114
  • BOY 35th
  • SCH 401(k)
  • EBSA near Benj. E. Sherman & Sons 401(k) Plan and Trust
  • PART ind #4824

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 Other Services retirement plans → · Plans in South Carolina →

Berkeley Hall Club Retirement Savings Plan in the asset neighbourhood

Berkeley Hall Club Retirement Savings PlanBerkeley Hall Club Retiremen…$2MBenj. E. Sherman & Sons 401(k) Plan and TrustBenj. E. Sherman & Sons 401(…$2MBlueshift 401(k) Plan$2MK-Log Inc 401(k) Plan$2M403(b) Thrift Plan of Lund Family Center, Inc.403(b) Thrift Plan of Lund F…$2M
End-of-year total assets ($M) among Berkeley Hall Club Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$163K
Employer EIN571105488
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Berkeley Hall Club Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Berkeley Hall Club Retirement Savings Plan, Total assets ($B): 0.002108288 · Participants: 114Berkeley Hall Club Retirement Savings PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Berkeley Hall Club Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Berkeley Hall Club Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Benj. E. Sherman & Sons 401(k) Plan and Trust in IL ($2M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 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 (114 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 Berkeley Hall Club Retirement Savings Plan assets move in 2022?
Berkeley Hall Club Retirement Savings Plan pulled back noticeably - down 7.2% during 2022, from $2M to $2M. Reported net income was -$163K.
Which 401(k) plans are similar in size to Berkeley Hall Club Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Benj. E. Sherman & Sons 401(k) Plan and Trust in IL ($2M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Berkeley Hall Club Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K in assets).