401(k) · DOL Form 5500 · 2022

Tim J. Berman, Cpa 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$717,361
Avg per participant High balance/head
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Official DOL plan name: Tim J. Berman, Cpa Profit Sharing Plan · Sponsored by Tim J. Berman, Cpa · Pennsylvania · Professional & Technical Services

$1M in assets, 2 participants

Tim J. Berman, Cpa's Tim J. Berman, Cpa Profit Sharing Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,481 in Professional & Technical Services (21,562 peers)

Tim J. Berman, Cpa multi-year trail

Tim J. Berman, Cpa's plans moved +14.3% in assets from 2022 to 2024; this filing shows Tim J. Berman, Cpa Profit Sharing Plan at $1M / 2 participants.

#5,481
in Professional & Technical Services (21,562 peers)
-0.0%
assets change YoY

The plan reported a net loss of $73 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tim J. Berman, Cpa Profit Sharing Plan among the smaller filed plans by assets

Tim J. Berman, Cpa Profit Sharing Plan vs every filed plan by assets

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

$1,434,722 29th percentile higher than 29% 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

Tim J. Berman, Cpa Profit Sharing 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. Tim J. Berman, Cpa Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 621703368 · Tim J. Berman, Cpa PY 2022 · 401(k)

Tim J. Berman, Cpa Profit Sharing Plan · $1M · 2 · 29th

  • ASSETS $1M
  • ASSETS 2
  • ASSETS 29th
  • ASSETS 401(k)
  • ASSETS near Thermal Solutions Manufacturing 401(k) Profit Sharing Plan
  • ASSETS ind #5481

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 →

Tim J. Berman, Cpa Profit Sharing Plan in the asset neighbourhood

Tim J. Berman, Cpa Profit Sharing PlanTim J. Berman, Cpa Profit Sh…$1MThermal Solutions Manufacturing 401(k) Profit Sharing PlanThermal Solutions Manufactur…$1MBaker Underground, Inc. 401(k) PlanBaker Underground, Inc. 401(…$1MFamily Help and Wellness Family Help and Wellness 401(k) PlanFamily Help and Wellness Fam…$1MMosaic Building Group 401(k) PlanMosaic Building Group 401(k)…$1M
End-of-year total assets ($M) among Tim J. Berman, Cpa Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tim J. Berman, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Tim J. Berman, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.251680813425876% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M 202220232024 $1.43M $1.64M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Tim J. Berman, Cpa filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$73
Employer EIN621703368
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Tim J. Berman, Cpa Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Tim J. Berman, Cpa Profit Sharing Plan, Total assets ($B): 0.001434722 · Participants: 2Tim J. Berman, Cpa Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Tim J. Berman, Cpa Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Tim J. Berman, Cpa Profit Sharing Plan side-by-side with 3 peers →

Tim J. Berman, Cpa Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Thermal Solutions Manufacturing 401(k) Profit Sharing Plan in TN ($1M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Tim J. Berman, Cpa Profit Sharing Plan assets move in 2022? ▼
Tim J. Berman, Cpa Profit Sharing Plan held essentially flat - down 0.0% during 2022, from $1M to $1M. Reported net income was -$73.
How have Tim J. Berman, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tim J. Berman, Cpa's sponsor-wide assets grew 14.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Tim J. Berman, Cpa Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thermal Solutions Manufacturing 401(k) Profit Sharing Plan in TN ($1M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Tim J. Berman, Cpa Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 621703368.

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.