401(k) · DOL Form 5500 · 2022
Berry Family Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $20,642
- Avg per participant Low balance/head
Official DOL plan name: Berry Family Services 401(k) Plan · Sponsored by Berry Family Services, Inc. · Texas · Healthcare & Social Assistance
$2M in assets, 104 participants
Berry Family Services, Inc.'s Berry Family Services 401(k) Plan reported $2M in total assets and 104 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.
- #7,312 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Berry Family Services 401(k) Plan covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $2M.
- #7,312
- in Healthcare & Social Assistance (20,060 peers)
- -21.8%
- assets change YoY
The plan reported a net loss of $600K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Berry Family Services 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Berry Family Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,146,795 35th percentile higher than 35% 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
Berry Family Services 401(k) 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. Berry Family Services 401(k) Plan sits mid-pack in the medium band (104 participants).
Form 5500 schedule snapshot
Filing strip 201688407 · Berry Family Services, Inc. PY 2022 · 401(k)
Berry Family Services 401(k) Plan · $2M · 104 · 35th
- SCH $2M
- EBSA 104
- PART 35th
- TYPE 401(k)
- NET near Rauch North America Inc 401(k) Profit Sharing Plan & Trust
- BOOK ind #7312
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 Texas →
Berry Family Services 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$600K |
| Employer EIN | 201688407 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Berry Family Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Rauch North America Inc 401(k) Profit Sharing Plan & Trust in AZ ($2M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 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 (104 participants); asset peers above are excluded.
- First City Credit Union 401(k) Plan (CA) 104 · 0 off
- Ppr Foods, LLC 401(k) Profit Sharing Plan (NC) 104 · 0 off
- Camunda 401(k) Plan (CA) 104 · 0 off
- Fresquez, Inc. 401(k) Plan (NM) 104 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.