Profit Sharing · DOL Form 5500 · 2023
Berger Associates, PC Profit Sharing Plan
Data updated 2026-08-25
- $776K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $387,760
- Avg per participant High balance/head
Official DOL plan name: Berger & Company, PC Profit Sharing Plan · Sponsored by Berger Associates, PC · North Carolina · Professional & Technical Services
$776K in assets, 2 participants
Berger Associates, PC's Berger & Company, PC Profit Sharing Plan reported $776K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,361 in Professional & Technical Services (20,321 peers)
2023 asset change
Berger & Company, PC Profit Sharing Plan grew sharply 17.3% in 2023 ($661K → $776K) for 2 participants.
- #3,361
- in Professional & Technical Services (20,321 peers)
- +17.3%
- assets growth YoY
Berger & Company, PC Profit Sharing Plan among the smaller filed plans by assets
Berger & Company, PC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$775,520 22nd percentile higher than 22% 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
Berger & Company, PC Profit Sharing 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. Berger & Company, PC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Berger & Company, PC Profit Sharing Plan reported net income rose from -$61K in the plan year 2022 filing to $114K in the plan year 2023 filing.
- Berger & Company, PC Profit Sharing Plan end-of-year assets rose from $661K in the plan year 2022 filing to $776K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 061135456 · Berger Associates, PC PY 2023 · Profit Sharing
Berger & Company, PC Profit Sharing Plan · $776K · 2 · 22nd
- NET $776K
- BOOK 2
- VS-ST 22nd
- BOY Profit Sharing
- SCH near Cammax Corp Retirement Plan
- EBSA ind #3361
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 North Carolina →
Berger & Company, PC Profit Sharing Plan in the asset neighbourhood
Berger Associates, PC years around the 2023 move
Sponsor-wide plan assets over time
All Berger Associates, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $661K |
| 2023 | 1 | 2 | $776K |
| 2024 | 1 | 2 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $661K |
|---|---|
| Net Assets (End of Year) | $776K |
| Net Income | $114K |
| Employer EIN | 061135456 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
- Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
- Baker & Taylor Retirement Savings Plan $67M · 1,361
- Intermec Fssp Spinoff Plan $51M · 74
Berger & Company, PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Cammax Corp Retirement Plan in NH ($776K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($776K here).
- Cammax Corp Retirement Plan (NH) $776K · 5
- Daves Mac Inc Profit Sharing Plan (CA) $775K · N/A
- Jasdar Inc. Retirement Plan (FL) $775K · 6
- Tisdale Incorporated Retirement Plan (TN) $776K · 6
Similar participant headcount
Nearest other-state filings by covered participants (2 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.