401(k) · DOL Form 5500 · 2022

Berkeley Citizens, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
148
Participants Small participant base
52nd
Percentile by assets National rank
$36,537
Avg per participant Low balance/head
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Official DOL plan name: Berkeley Citizens, Inc. Retirement Plan · Sponsored by Berkeley Citizens, Inc. · South Carolina · Healthcare & Social Assistance

$5M in assets, 148 participants

Berkeley Citizens, Inc.'s Berkeley Citizens, Inc. Retirement Plan reported $5M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,634 in Healthcare & Social Assistance (20,060 peers)

Coverage in South Carolina

Berkeley Citizens, Inc. Retirement Plan covers 148 participants in South Carolina, about 40% of the average South Carolina filer (state average ~369 per filing). Assets: $5M.

#11,634
in Healthcare & Social Assistance (20,060 peers)
+14.3%
assets growth YoY

Berkeley Citizens, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Berkeley Citizens, Inc. Retirement Plan vs every filed plan by assets

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

$5,407,483 Top 48% higher than 52% 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

Berkeley Citizens, Inc. Retirement 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. Berkeley Citizens, Inc. Retirement Plan sits mid-pack in the medium band (148 participants).

Form 5500 schedule snapshot

Filing strip 570698682 · Berkeley Citizens, Inc. PY 2022 · 401(k)

Berkeley Citizens, Inc. Retirement Plan · $5M · 148 · 52nd

  • TYPE $5M
  • NET 148
  • BOOK 52nd
  • VS-ST 401(k)
  • BOY near Chaudhary and Associates, Inc. Employees Profit Sharing Plan
  • SCH ind #11634

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 South Carolina →

Berkeley Citizens, Inc. Retirement Plan in the asset neighbourhood

Berkeley Citizens, Inc. Retirement PlanBerkeley Citizens, Inc. Reti…$5MChaudhary and Associates, Inc. Employees Profit Sharing PlanChaudhary and Associates, In…$5MB3 Solutions 401(k) Plan$5MEdgewood Retirement Community 401(k) Retirement PlanEdgewood Retirement Communit…$5MHayes Medical Staffing LLC 401(k) Profit Sharing Plan & TrustHayes Medical Staffing LLC 4…$5M
End-of-year total assets ($M) among Berkeley Citizens, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$678K
Employer EIN570698682
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkeley Citizens, Inc.)

Sponsor-wide plan assets over time

All Berkeley Citizens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.262641047600148% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.41M $7.1M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 148 $5M
2023 1 136 $6M
2024 1 145 $7M

Nearby 401(k) Plans in South Carolina

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

Berkeley Citizens, Inc. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Berkeley Citizens, Inc. Retirement Plan, Total assets ($B): 0.005407483 · Participants: 148Berkeley Citizens, Inc. Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Berkeley Citizens, Inc. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Berkeley Citizens, Inc. Retirement Plan side-by-side with 3 peers →

Berkeley Citizens, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Chaudhary and Associates, Inc. Employees Profit Sharing Plan in CA ($5M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Berkeley Citizens, Inc. Retirement Plan assets move in 2022? ▼
Berkeley Citizens, Inc. Retirement Plan grew at a solid clip - up 14.3% during 2022, from $5M to $5M. Reported net income was $678K.
How have Berkeley Citizens, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkeley Citizens, Inc.'s sponsor-wide assets grew 31.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Berkeley Citizens, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chaudhary and Associates, Inc. Employees Profit Sharing Plan in CA ($5M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Berkeley Citizens, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 participants, N/A 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 570698682.

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.