401(k) · DOL Form 5500 · 2022
Berry Appleman & Leiden LLP 401(k) Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 1,211
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $63,159
- Avg per participant Low balance/head
Official DOL plan name: Bal Retirement Plan · Sponsored by Berry Appleman & Leiden LLP · California · Professional & Technical Services
$76M in assets, 1,211 participants
Berry Appleman & Leiden LLP's Bal Retirement Plan reported $76M in total assets and 1,211 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #19,906 in Professional & Technical Services (21,562 peers)
Where Bal Retirement Plan sits by assets
Bal Retirement Plan sits in the top 10% of all filed plans by assets, $76M for 1,211 participants (~$63,159/participant), down 9.1% in 2022.
- #19,906
- in Professional & Technical Services (21,562 peers)
- -9.1%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bal Retirement Plan's outsized position by total assets
Bal Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$76,485,785 Top 9% higher than 91% 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
Bal Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bal Retirement Plan lands in the large band (1,211 participants).
Form 5500 schedule snapshot
Filing strip 943068076 · Berry Appleman & Leiden LLP PY 2022 · 401(k)
Bal Retirement Plan · $76M · 1,211 · 91st
- EOY $76M
- EOY 1,211
- EOY 91st
- EOY 401(k)
- EOY near U.S. Digestive Health Retirement Plan
- EOY ind #19906
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 California →
Bal Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | -$8M |
| Employer EIN | 943068076 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berry Appleman & Leiden LLP)
Sponsor-wide plan assets over time
All Berry Appleman & Leiden LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 29.593476748653362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,211 | $76M |
| 2023 | 1 | 1,423 | $93M |
| 2024 | 1 | 1,006 | $99M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Bal Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is U.S. Digestive Health Retirement Plan in PA ($76M); by covered participants it is Maples Industries, Inc. 401(k) Profit Sharing Plan in AL (1,211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- U.S. Digestive Health Retirement Plan (PA) $76M · 653
- Elevate Ent Partners, LLC 401(k) Plan (FL) $77M · 523
- Dnb Bank Asa, New York Branch Savings Investment Plan. (NY) $77M · 147
- Bfkn Personal Retirement Plan a (IL) $76M · 110
Similar participant headcount
Nearest other-state filings by covered participants (1,211 participants); asset peers above are excluded.
- Maples Industries, Inc. 401(k) Profit Sharing Plan (AL) 1,211 · 0 off
- Pb&j Restaurants, Inc. Employees 401(k) Plan (KS) 1,211 · 0 off
- Molecular Epidemiology, Inc. 401(k) Profit Sharing Plan (WA) 1,211 · 0 off
- Quality Oil Company 401(k) and Profit Sharing Plan (NC) 1,211 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.