401(k) · DOL Form 5500 · 2023

Berkeley Research Group, LLC 401(k) Plan

Data updated 2026-08-11

$258M
Total assets
1,270
Participants
96th
Percentile by assets
$203,097
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$258M
total plan assets (2023 EOY)
1,270
covered participants
96th
percentile by assets (of 127,072 plans)
$203,097
avg assets per participant

Where Brg 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
District of Columbia
Industry
Professional & Technical Services

Brg 401(k) Plan vs the 2023 asset distribution

By assets, Brg 401(k) Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).

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)

$150M$200M$250M$300M$350M 202220232024 $200M $303M ▲ +51.9%
Total plan assets by year, all Berkeley Research Group, LLC plans on file
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

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) PlanDanaher Corporation …Geico 401(k) Savings…Federal National Mor…Finra Savings Plus P…Hogan Lovells US LLP…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brg 401(k) Plan by total assets, not by location.

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).

Next read for Brg 401(k) Plan

Scale reading

Ways to act on Brg 401(k) Plan's numbers.

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.