401(k) · DOL Form 5500 · 2022

Mark H. Berens Charitable Foundation 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
5
Participants Small participant base
90th
Percentile by assets National rank
$12.9M
Avg per participant High balance/head
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Official DOL plan name: Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan · Sponsored by Mark H. Berens Charitable Foundation · Illinois · Other Services

$64M in assets, 5 participants

Mark H. Berens Charitable Foundation's Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan reported $64M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #8,056 in Other Services (8,398 peers)

Where Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan sits by assets

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $64M for 5 participants (~$12.9M/participant), down 26.7% in 2022.

#8,056
in Other Services (8,398 peers)
-26.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan's outsized position by total assets

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$64,446,778 Top 10% higher than 90% 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

Mark H. Berens Charitable Foundation 401(k) 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. Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 270600726 · Mark H. Berens Charitable Foundation PY 2022 · 401(k)

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan · $64M · 5 · 90th

  • 5500 $64M
  • 5500 5
  • 5500 90th
  • 5500 401(k)
  • 5500 near Eagle Corporation Employees Flexible Compensation Plan
  • 5500 ind #8056

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 Illinois →

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan in the asset neighbourhood

Mark H. Berens Charitable Foundation 401(k) Profit Sharing PlanMark H. Berens Charitable Fo…$64MEagle Corporation Employees Flexible Compensation PlanEagle Corporation Employees …$64MClarks Americas, Inc. Savings PlanClarks Americas, Inc. Saving…$64MRosen Hotels and Resorts, Inc. Employees Savings TrustRosen Hotels and Resorts, In…$64MMonumental Sports & Entertainment 401(k) Savings PlanMonumental Sports & Entertai…$64M
End-of-year total assets ($M) among Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$64M
Net Income-$23M
Employer EIN270600726
Plan Effective Date2012-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mark H. Berens Charitable Foundation)

Sponsor-wide plan assets over time

All Mark H. Berens Charitable Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 97.60422468288485% vs 2022
2024 filing year
$0M$50M$100M 202220232024 $64.5M $1.54M ▼ -97.6%
Year Plans Participants Total Assets
2022 1 5 $64M
2023 1 5 $90M
2024 2 3 $2M

Nearby 401(k) Plans in Illinois

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

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan, Total assets ($B): 0.064446778 · Participants: 5Mark H. Berens Charitable Foundation 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Eagle Corporation Employees Flexible Compensation Plan in VA ($64M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan assets move in 2022? ▼
Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan declined sharply - down 26.7% during 2022, from $88M to $64M. Reported net income was -$23M.
How have Mark H. Berens Charitable Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark H. Berens Charitable Foundation's sponsor-wide assets declined 97.6%, from $64M to $2M.
Where does Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eagle Corporation Employees Flexible Compensation Plan in VA ($64M, 638 participants).
Which 401(k) plans cover a similar participant headcount to Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 270600726.

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.