401(k) · DOL Form 5500 · 2022

Michael L. Berger, O.D., P.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
52nd
Percentile by assets National rank
$452,810
Avg per participant High balance/head
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Official DOL plan name: Michael L. Berger, O.D., P.C. Employee Savings Plan · Sponsored by Michael L. Berger, O.D., P.C. · Arizona · Healthcare & Social Assistance

$5M in assets, 12 participants

Michael L. Berger, O.D., P.C.'s Michael L. Berger, O.D., P.C. Employee Savings Plan reported $5M in total assets and 12 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.

  • #11,659 in Healthcare & Social Assistance (20,060 peers)

Michael L. Berger, O.D., P.C. multi-year trail

Michael L. Berger, O.D., P.C.'s plans moved -47.2% in assets from 2022 to 2024; this filing shows Michael L. Berger, O.D., P.C. Employee Savings Plan at $5M / 12 participants.

#11,659
in Healthcare & Social Assistance (20,060 peers)
+4.6%
assets growth YoY

Michael L. Berger, O.D., P.C. Employee Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Michael L. Berger, O.D., P.C. Employee Savings Plan vs every filed plan by assets

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

$5,433,723 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

Michael L. Berger, O.D., P.C. Employee Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael L. Berger, O.D., P.C. Employee Savings Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 860434423 · Michael L. Berger, O.D., P.C. PY 2022 · 401(k)

Michael L. Berger, O.D., P.C. Employee Savings Plan · $5M · 12 · 52nd

  • BOOK $5M
  • VS-ST 12
  • BOY 52nd
  • SCH 401(k)
  • EBSA near 403(b) Thrift Plan for Crotched Mountain Foundation
  • PART ind #11659

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 Arizona →

Michael L. Berger, O.D., P.C. Employee Savings Plan in the asset neighbourhood

Michael L. Berger, O.D., P.C. Employee Savings PlanMichael L. Berger, O.D., P.C…$5M403(b) Thrift Plan for Crotched Mountain Foundation403(b) Thrift Plan for Crotc…$5MThe Office Environments Group Retirement Savings PlanThe Office Environments Grou…$5MGoodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing PlanGoodwill Industries of Ne Io…$5MCircassia 401(k) Retirement PlanCircassia 401(k) Retirement …$5M
End-of-year total assets ($M) among Michael L. Berger, O.D., P.C. Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michael L. Berger, O.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Michael L. Berger, O.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 47.2253922402743% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $5.43M $2.87M ▼ -47.1%
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 12 $6M
2024 1 10 $3M

Michael L. Berger, O.D., P.C. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$240K
Employer EIN860434423
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Michael L. Berger, O.D., P.C. Employee Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Michael L. Berger, O.D., P.C. Employee Savings Plan, Total assets ($B): 0.005433723 · Participants: 12Michael L. Berger, O.D., P.C. Employee Savings PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Michael L. Berger, O.D., P.C. Employee Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Michael L. Berger, O.D., P.C. Employee Savings Plan side-by-side with 3 peers →

Michael L. Berger, O.D., P.C. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is 403(b) Thrift Plan for Crotched Mountain Foundation in NH ($5M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Michael L. Berger, O.D., P.C. Employee Savings Plan assets move in 2022? ▼
Michael L. Berger, O.D., P.C. Employee Savings Plan edged up modestly - up 4.6% during 2022, from $5M to $5M. Reported net income was $240K.
How have Michael L. Berger, O.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael L. Berger, O.D., P.C.'s sponsor-wide assets declined 47.2%, from $5M to $3M.
Which 401(k) plans are similar in size to Michael L. Berger, O.D., P.C. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Crotched Mountain Foundation in NH ($5M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Michael L. Berger, O.D., P.C. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 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 860434423.

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.