401(k) · DOL Form 5500 · 2023

Jeffrey Berman Architect 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
32nd
Percentile by assets National rank
$275,365
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jeffrey Berman Architect 401(k) Plan · Sponsored by Jeffrey Berman Architect · New York · Professional & Technical Services

$2M in assets, 8 participants

Jeffrey Berman Architect's Jeffrey Berman Architect 401(k) Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,633 in Professional & Technical Services (20,321 peers)

Jeffrey Berman Architect multi-year trail

Jeffrey Berman Architect's plans moved +39.5% in assets from 2022 to 2024; this filing shows Jeffrey Berman Architect 401(k) Plan at $2M / 8 participants.

#5,633
in Professional & Technical Services (20,321 peers)
+14.3%
assets growth YoY

Jeffrey Berman Architect 401(k) Plan among the smaller filed plans by assets

Jeffrey Berman Architect 401(k) Plan vs every filed plan by assets

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

$2,202,916 32nd percentile higher than 32% of 127,068 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 2023

Jeffrey Berman Architect 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey Berman Architect 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffrey Berman Architect 401(k) Plan reported net income rose from -$88K in the plan year 2022 filing to $276K in the plan year 2023 filing.
  • Jeffrey Berman Architect 401(k) Plan reported participants fell from 10 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Jeffrey Berman Architect 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133293620 · Jeffrey Berman Architect PY 2023 · 401(k)

Jeffrey Berman Architect 401(k) Plan · $2M · 8 · 32nd

  • TYPE $2M
  • NET 8
  • BOOK 32nd
  • VS-ST 401(k)
  • BOY near Southern Packaging Supplies, Inc. 401(k) Profit Sharing Plan
  • SCH ind #5633

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 New York →

Jeffrey Berman Architect 401(k) Plan in the asset neighbourhood

Jeffrey Berman Architect 401(k) PlanJeffrey Berman Architect 401…$2MSouthern Packaging Supplies, Inc. 401(k) Profit Sharing PlanSouthern Packaging Supplies,…$2MDbsavy Holdings, Inc. 401(k) PlanDbsavy Holdings, Inc. 401(k)…$2MYounger Associates, Inc. Safe Harbor 401(k) PlanYounger Associates, Inc. Saf…$2MOno Management, LLC 401(k) PlanOno Management, LLC 401(k) P…$2M
End-of-year total assets ($M) among Jeffrey Berman Architect 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jeffrey Berman Architect multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey Berman Architect plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.470935544980904% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.93M $2.69M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 8 $2M
2024 1 7 $3M

Jeffrey Berman Architect filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$276K
Employer EIN133293620
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jeffrey Berman Architect 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jeffrey Berman Architect 401(k) Plan, Total assets ($B): 0.002202916 · Participants: 8Jeffrey Berman Architect 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Jeffrey Berman Architect 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jeffrey Berman Architect 401(k) Plan side-by-side with 3 peers →

Jeffrey Berman Architect 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Southern Packaging Supplies, Inc. 401(k) Profit Sharing Plan in NC ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

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 Jeffrey Berman Architect 401(k) Plan assets move in 2023? ▼
Jeffrey Berman Architect 401(k) Plan grew at a solid clip - up 14.3% during 2023, from $2M to $2M. Reported net income was $276K.
How have Jeffrey Berman Architect plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey Berman Architect's sponsor-wide assets grew 39.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Jeffrey Berman Architect 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Packaging Supplies, Inc. 401(k) Profit Sharing Plan in NC ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey Berman Architect 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 133293620.

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.