401(k) · DOL Form 5500 · 2023

Aunt Bertha, a Public Benefit Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 270
Participants Below avg headcount: 48th
Percentile by assets National rank: $22,002
Avg per participant Low balance/head

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Official DOL plan name: Aunt Bertha 401(k) Plan · Sponsored by Aunt Bertha, a Public Benefit Corporation · Texas · Professional & Technical Services

$6M in assets, 270 participants

Aunt Bertha, a Public Benefit Corporation's Aunt Bertha 401(k) Plan reported $6M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#9,310 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Aunt Bertha 401(k) Plan covers 270 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#9,310
in Professional & Technical Services (20,321 peers): +30.8%
assets growth YoY

Aunt Bertha 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aunt Bertha 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,940,615 48th percentile higher than 48% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Aunt Bertha 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aunt Bertha 401(k) Plan sits mid-pack in the medium band (270 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Aunt Bertha 401(k) Plan reported participants rose from 205 in the plan year 2022 filing to 270 in the plan year 2023 filing.
Aunt Bertha 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Aunt Bertha 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 273354421 · Aunt Bertha, a Public Benefit Corporation PY 2023 · 401(k)

Aunt Bertha 401(k) Plan · $6M · 270 · 48th

VS-ST $6M
BOY 270
SCH 48th
EBSA 401(k)
PART near Truesdell Corporation Savings/Retirement Plan
TYPE ind #9310

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 Professional & Technical Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Aunt Bertha 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	273354421
Plan Effective Date	2015-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aunt Bertha, a Public Benefit Corporation)

Latest sponsor-wide plan assets: $8M 72.06388802867602% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	205	$5M
2023	1	270	$6M
2024	1	196	$8M

Nearby 401(k) Plans in Texas

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

Aunt Bertha 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Aunt Bertha 401(k) Plan side-by-side with 3 peers →

Aunt Bertha 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Truesdell Corporation Savings/Retirement Plan in AZ ($6M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (270 participants); asset peers above are excluded.

Revision Military 401(k) Retirement Plan (VT) 270 · 0 off
Berkshire Grey Inc 401(k) Plan (MA) 270 · 0 off
The Bradley Center Employee Retirement Savings Plan (PA) 270 · 0 off
Cardinal Operating Company 401(k) Plan (OH) 270 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aunt Bertha 401(k) Plan assets move in 2023? ▼

Aunt Bertha 401(k) Plan surged - up 30.8% during 2023, from $5M to $6M. Reported net income was $1M.

How have Aunt Bertha, a Public Benefit Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aunt Bertha, a Public Benefit Corporation's sponsor-wide assets grew 72.1%, from $5M to $8M.

Which 401(k) plans are similar in size to Aunt Bertha 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Truesdell Corporation Savings/Retirement Plan in AZ ($6M, 178 participants).

Which 401(k) plans cover a similar participant headcount to Aunt Bertha 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273354421.