401(k) · DOL Form 5500 · 2023

Berkeley Research Group, LLC 401(k) Plan

Data updated 2026-08-25

$258M
Total assets Near avg plan size
1,270
Participants Near avg headcount
96th
Percentile by assets National rank
$203,097
Avg per participant Above avg balance/head
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Official DOL plan name: Brg 401(k) Plan · Sponsored by Berkeley Research Group, LLC · District of Columbia · Professional & Technical Services

$258M in assets, 1,270 participants

Berkeley Research Group, LLC's Brg 401(k) Plan reported $258M in total assets and 1,270 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,671 in Professional & Technical Services (20,321 peers)

Where Brg 401(k) Plan sits by assets

Brg 401(k) Plan sits in the top 5% of all filed plans by assets, $258M for 1,270 participants (~$203,097/participant), up 29.1% in 2023.

#19,671
in Professional & Technical Services (20,321 peers)
+29.1%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Brg 401(k) Plan's outsized position by total assets

Brg 401(k) Plan vs every filed plan by assets

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

$257,932,800 Top 4% higher than 96% 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

Brg 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brg 401(k) Plan lands in the large band (1,270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brg 401(k) Plan reported net income rose from -$24M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Brg 401(k) Plan end-of-year assets rose from $200M in the plan year 2022 filing to $258M in the plan year 2023 filing.
  • Brg 401(k) Plan reported participants rose from 1,141 in the plan year 2022 filing to 1,270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271451273 · Berkeley Research Group, LLC PY 2023 · 401(k)

Brg 401(k) Plan · $258M · 1,270 · 96th

  • NET $258M
  • BOOK 1,270
  • VS-ST 96th
  • BOY 401(k)
  • SCH near Charlotte Pipe and Foundry Company 401(k) Retirement Savings Plan
  • EBSA ind #19671

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 District of Columbia →

Brg 401(k) Plan in the asset neighbourhood

Electricians' Salary Deferral Plan of Local 1, IBEW- St. Louis Chapter NECAElectricians' Salary Deferra…$258MFlorida Cancer Specialists & Research Institute, LLC 401(k) Profit Sharing Plan & TrustFlorida Cancer Specialists &…$258MBrg 401(k) Plan$258MCharlotte Pipe and Foundry Company 401(k) Retirement Savings PlanCharlotte Pipe and Foundry C…$258MCps Solutions, LLC 401(k) PlanCps Solutions, LLC 401(k) Pl…$258M
End-of-year total assets ($M) among Brg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$200M
Net Assets (End of Year)$258M
Net Income$58M
Employer EIN271451273
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkeley Research Group, LLC)

Sponsor-wide plan assets over time

All Berkeley Research Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$303M 51.85842835492252% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $200M $303M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 1,141 $200M
2023 1 1,270 $258M
2024 1 1,384 $303M

Nearby 401(k) Plans in District of Columbia

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

Brg 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Brg 401(k) Plan, Total assets ($B): 0.2579328 · Participants: 1270Brg 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Brg 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Brg 401(k) Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest 401(k) by assets is Charlotte Pipe and Foundry Company 401(k) Retirement Savings Plan in NC ($258M); by covered participants it is Oerlikon USA 401(k) Plan in NY (1,270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,270 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 Brg 401(k) Plan assets move in 2023? ▼
Brg 401(k) Plan grew sharply - up 29.1% during 2023, from $200M to $258M. Reported net income was $58M.
How have Berkeley Research Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkeley Research Group, LLC's sponsor-wide assets grew 51.9%, from $200M to $303M.
Where does Brg 401(k) Plan rank by assets among Form 5500 filers? ▼
Brg 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charlotte Pipe and Foundry Company 401(k) Retirement Savings Plan in NC ($258M, 1,702 participants).
Which 401(k) plans cover a similar participant headcount to Brg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oerlikon USA 401(k) Plan in NY (1,270 participants, $191M 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 271451273.

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.