Profit Sharing · DOL Form 5500 · 2023

Berks Community Health Center Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
67
Participants Small participant base
31st
Percentile by assets National rank
$31,290
Avg per participant Low balance/head
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Official DOL plan name: Berks Community Health Center 403(b) Plan · Sponsored by Berks Community Health Center · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 67 participants

Berks Community Health Center's Berks Community Health Center 403(b) Plan reported $2M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,270 in Healthcare & Social Assistance (17,684 peers)

Berks Community Health Center multi-year trail

Berks Community Health Center's plans moved +76.2% in assets from 2022 to 2024; this filing shows Berks Community Health Center 403(b) Plan at $2M / 67 participants.

#5,270
in Healthcare & Social Assistance (17,684 peers)
+98.0%
assets growth YoY

Berks Community Health Center 403(b) Plan among the smaller filed plans by assets

Berks Community Health Center 403(b) Plan vs every filed plan by assets

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

$2,096,452 31st percentile higher than 31% 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

Berks Community Health Center 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berks Community Health Center 403(b) Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berks Community Health Center 403(b) Plan reported net income rose from $472K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Berks Community Health Center 403(b) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 273795179 · Berks Community Health Center PY 2023 · Profit Sharing

Berks Community Health Center 403(b) Plan · $2M · 67 · 31st

  • IND $2M
  • EOY 67
  • 5500 31st
  • ASSETS Profit Sharing
  • PCT near Barron, Rosenberg, Mayoras & Mayoras, PC Profit Sharing Trust
  • EIN ind #5270

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 Pennsylvania →

Berks Community Health Center 403(b) Plan in the asset neighbourhood

Berks Community Health Center 403(b) PlanBerks Community Health Cente…$2MBarron, Rosenberg, Mayoras & Mayoras, PC Profit Sharing TrustBarron, Rosenberg, Mayoras &…$2MAlejandro a. Medina Retirement PlanAlejandro a. Medina Retireme…$2MExecutive Landscape, Inc. Profit Sharing PlanExecutive Landscape, Inc. Pr…$2MMilluzzo & Company, P.C. Profit Sharing PlanMilluzzo & Company, P.C. Pro…$2M
End-of-year total assets ($M) among Berks Community Health Center 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Berks Community Health Center multi-year asset trail

Sponsor-wide plan assets over time

All Berks Community Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$5M 76.15359278047438% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.92M $5.15M ▲ +76.4%
Year Plans Participants Total Assets
2022 2 190 $3M
2023 2 177 $4M
2024 2 176 $5M

Berks Community Health Center filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN273795179
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Berks Community Health Center 403(b) Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Berks Community Health Center 403(b) Plan, Total assets ($B): 0.002096452 · Participants: 67Berks Community Health Center 403(b) PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Berks Community Health Center 403(b) Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Berks Community Health Center 403(b) Plan side-by-side with 3 peers →

Berks Community Health Center 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Barron, Rosenberg, Mayoras & Mayoras, PC Profit Sharing Trust in MI ($2M); by covered participants it is Southern Star Distributors, Inc., Ltd. Profit Sharing Plan in TX (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Berks Community Health Center 403(b) Plan assets move in 2023? ▼
Berks Community Health Center 403(b) Plan surged - up 98.0% during 2023, from $1M to $2M. Reported net income was $1M.
How have Berks Community Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berks Community Health Center's sponsor-wide assets grew 76.2%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Berks Community Health Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Barron, Rosenberg, Mayoras & Mayoras, PC Profit Sharing Trust in MI ($2M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Berks Community Health Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Southern Star Distributors, Inc., Ltd. Profit Sharing Plan in TX (67 participants, $1M 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 273795179.

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.