ESOP · DOL Form 5500 · 2022
A & M Berk Tax Service, Inc. ESOP
Data updated 2026-08-25
- $785K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $196,250
- Avg per participant Above avg balance/head
Official DOL plan name: A & M Berk Tax Service, Inc. Employee Stock Ownership Plan · Sponsored by A & M Berk Tax Service, Inc. · Pennsylvania · Professional & Technical Services
$785K in assets, 4 participants
A & M Berk Tax Service, Inc.'s A & M Berk Tax Service, Inc. Employee Stock Ownership Plan reported $785K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #4,028 in Professional & Technical Services (21,562 peers)
A & M Berk Tax Service, Inc. multi-year trail
A & M Berk Tax Service, Inc.'s plans moved +15.0% in assets from 2022 to 2024; this filing shows A & M Berk Tax Service, Inc. Employee Stock Ownership Plan at $785K / 4 participants.
- #4,028
- in Professional & Technical Services (21,562 peers)
- +1.9%
- assets growth YoY
A & M Berk Tax Service, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
A & M Berk Tax Service, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$785,000 23rd percentile higher than 23% 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
A & M Berk Tax Service, Inc. Employee Stock Ownership 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. A & M Berk Tax Service, Inc. Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 221920230 · A & M Berk Tax Service, Inc. PY 2022 · ESOP
A & M Berk Tax Service, Inc. Employee Stock Ownership Plan · $785K · 4 · 23rd
- EOY $785K
- 5500 4
- ASSETS 23rd
- PCT ESOP
- EIN near Bark Frameworks, Inc. Employee Stock Ownership Plan
- RANK ind #4028
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 What is an ESOP? → · Plans in Pennsylvania →
A & M Berk Tax Service, Inc. Employee Stock Ownership Plan in the asset neighbourhood
A & M Berk Tax Service, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All A & M Berk Tax Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $903K 14.988152866242038% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $785K |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 4 | $903K |
A & M Berk Tax Service, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $770K |
|---|---|
| Net Assets (End of Year) | $785K |
| Net Income | $15K |
| Employer EIN | 221920230 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
A & M Berk Tax Service, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Bark Frameworks, Inc. Employee Stock Ownership Plan in NY ($785K); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($785K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.