401(k) · DOL Form 5500 · 2023

Berger Singerman, LLP 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
143
Participants Small participant base
87th
Percentile by assets National rank
$413,380
Avg per participant High balance/head
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Official DOL plan name: Berger Singerman, LLP 401(k) and Profit-Sharing Plan · Sponsored by Berger Singerman, LLP · Florida · Professional & Technical Services

$59M in assets, 143 participants

Berger Singerman, LLP's Berger Singerman, LLP 401(k) and Profit-Sharing Plan reported $59M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,939 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Berger Singerman, LLP 401(k) and Profit-Sharing Plan covers 143 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $59M.

#17,939
in Professional & Technical Services (20,321 peers)
+16.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Berger Singerman, LLP 401(k) and Profit-Sharing Plan's outsized position by total assets

Berger Singerman, LLP 401(k) and Profit-Sharing Plan vs every filed plan by assets

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

$59,113,290 Top 13% higher than 87% 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

Berger Singerman, LLP 401(k) and Profit-Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berger Singerman, LLP 401(k) and Profit-Sharing Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berger Singerman, LLP 401(k) and Profit-Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Berger Singerman, LLP 401(k) and Profit-Sharing Plan end-of-year assets rose from $51M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Berger Singerman, LLP 401(k) and Profit-Sharing Plan reported participants rose from 140 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453121429 · Berger Singerman, LLP PY 2023 · 401(k)

Berger Singerman, LLP 401(k) and Profit-Sharing Plan · $59M · 143 · 87th

  • ASSETS $59M
  • ASSETS 143
  • ASSETS 87th
  • ASSETS 401(k)
  • ASSETS near Lewis Management Corp. 401(k) Plan
  • ASSETS ind #17939

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 Florida →

Berger Singerman, LLP 401(k) and Profit-Sharing Plan in the asset neighbourhood

Precision Resource 401(k) Retirement Savings PlanPrecision Resource 401(k) Re…$59MBerger Singerman, LLP 401(k) and Profit-Sharing PlanBerger Singerman, LLP 401(k)…$59MLewis Management Corp. 401(k) PlanLewis Management Corp. 401(k…$59MThink 401(k) Plan$59MOrthoarkansas, P. a. Profit Sharing Plan and TrustOrthoarkansas, P. a. Profit …$59M
End-of-year total assets ($M) among Berger Singerman, LLP 401(k) and Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$59M
Net Income$8M
Employer EIN453121429
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berger Singerman, LLP)

Sponsor-wide plan assets over time

All Berger Singerman, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$69M 35.95681461806399% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.6M $68.8M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 140 $51M
2023 1 143 $59M
2024 1 152 $69M

Nearby 401(k) Plans in Florida

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

Berger Singerman, LLP 401(k) and Profit-Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Berger Singerman, LLP 401(k) and Profit-Sharing Plan, Total assets ($B): 0.05911329 · Participants: 143Berger Singerman, LLP 401(k) and Profit-Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Berger Singerman, LLP 401(k) and Profit-Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Berger Singerman, LLP 401(k) and Profit-Sharing Plan side-by-side with 3 peers →

Berger Singerman, LLP 401(k) and Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lewis Management Corp. 401(k) Plan in CA ($59M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Berger Singerman, LLP 401(k) and Profit-Sharing Plan assets move in 2023? ▼
Berger Singerman, LLP 401(k) and Profit-Sharing Plan grew sharply - up 16.8% during 2023, from $51M to $59M. Reported net income was $8M.
How have Berger Singerman, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berger Singerman, LLP's sponsor-wide assets grew 36.0%, from $51M to $69M.
Where does Berger Singerman, LLP 401(k) and Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Berger Singerman, LLP 401(k) and Profit-Sharing Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Berger Singerman, LLP 401(k) and Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lewis Management Corp. 401(k) Plan in CA ($59M, 560 participants).
Which 401(k) plans cover a similar participant headcount to Berger Singerman, LLP 401(k) and Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 453121429.

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.