Other · DOL Form 5500 · 2022

Berkeley Repertory Theatre Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
68
Participants Small participant base
63rd
Percentile by assets National rank
$132,068
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Berkeley Repertory Theatre 403(b) Plan · Sponsored by Berkeley Repertory Theatre · California · Arts, Entertainment & Recreation

$9M in assets, 68 participants

Berkeley Repertory Theatre's Berkeley Repertory Theatre 403(b) Plan reported $9M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #2,339 in Arts, Entertainment & Recreation (3,077 peers)

Berkeley Repertory Theatre multi-year trail

Berkeley Repertory Theatre's plans moved +26.2% in assets from 2022 to 2024; this filing shows Berkeley Repertory Theatre 403(b) Plan at $9M / 68 participants.

#2,339
in Arts, Entertainment & Recreation (3,077 peers)
+3.3%
assets growth YoY

Berkeley Repertory Theatre 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Berkeley Repertory Theatre 403(b) Plan vs every filed plan by assets

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

$8,980,654 Top 37% higher than 63% 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 Repertory Theatre 403(b) 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. Berkeley Repertory Theatre 403(b) Plan is a small filing (68 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 941679756 · Berkeley Repertory Theatre PY 2022 · Other

Berkeley Repertory Theatre 403(b) Plan · $9M · 68 · 63rd

  • PHOTO $9M
  • IND 68
  • EOY 63rd
  • 5500 Other
  • ASSETS near 403(b) Thrift Plan of Health Choice Network of Florida, Inc
  • PCT ind #2339

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Berkeley Repertory Theatre 403(b) Plan in the asset neighbourhood

Colorado Health Benefit Exchange 403(b) PlanColorado Health Benefit Exch…$9MBerkeley Repertory Theatre 403(b) PlanBerkeley Repertory Theatre 4…$9M403(b) Thrift Plan of Health Choice Network of Florida, Inc403(b) Thrift Plan of Health…$9MThe Seed Public Charter School of Washington Defined Contribution Retirement PlanThe Seed Public Charter Scho…$9MHampton University Tax Deferred Annuity PlanHampton University Tax Defer…$9M
End-of-year total assets ($M) among Berkeley Repertory Theatre 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Berkeley Repertory Theatre multi-year asset trail

Sponsor-wide plan assets over time

All Berkeley Repertory Theatre plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.220562555911854% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.98M $11.3M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 68 $9M
2023 1 71 $10M
2024 1 74 $11M

Berkeley Repertory Theatre filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$290K
Employer EIN941679756
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Berkeley Repertory Theatre 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Berkeley Repertory Theatre 403(b) Plan, Total assets ($B): 0.008980654 · Participants: 68Berkeley Repertory Theatre 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Berkeley Repertory Theatre 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Berkeley Repertory Theatre 403(b) Plan side-by-side with 3 peers →

Berkeley Repertory Theatre 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan of Health Choice Network of Florida, Inc in FL ($9M); by covered participants it is Carnegie Corporation of New York Tax-Deferred Annuity Plan in NY (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Repertory Theatre 403(b) Plan assets move in 2022? ▼
Berkeley Repertory Theatre 403(b) Plan edged up modestly - up 3.3% during 2022, from $9M to $9M. Reported net income was $290K.
How have Berkeley Repertory Theatre plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkeley Repertory Theatre's sponsor-wide assets grew 26.2%, from $9M to $11M.
Which Other plans are similar in size to Berkeley Repertory Theatre 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Health Choice Network of Florida, Inc in FL ($9M, 113 participants).
Which Other plans cover a similar participant headcount to Berkeley Repertory Theatre 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Carnegie Corporation of New York Tax-Deferred Annuity Plan in NY (68 participants, $27M 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 941679756.

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.