401(k) · DOL Form 5500 · 2023

Berger Rental Communities LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
263
Participants Below avg headcount
53rd
Percentile by assets National rank
$29,610
Avg per participant Low balance/head
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Official DOL plan name: Berger Rental Communities 401(k) Profit Sharing Plan · Sponsored by Berger Rental Communities LLC · Pennsylvania · Real Estate

$8M in assets, 263 participants

Berger Rental Communities LLC's Berger Rental Communities 401(k) Profit Sharing Plan reported $8M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,388 in Real Estate (4,727 peers)

Coverage in Pennsylvania

Berger Rental Communities 401(k) Profit Sharing Plan covers 263 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#3,388
in Real Estate (4,727 peers)
+27.8%
assets growth YoY

Berger Rental Communities 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Berger Rental Communities 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,787,395 Top 47% higher than 53% 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 Rental Communities 401(k) 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 Rental Communities 401(k) Profit Sharing Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berger Rental Communities 401(k) Profit Sharing Plan reported net income rose from $134K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Berger Rental Communities 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Berger Rental Communities 401(k) Profit Sharing Plan reported participants rose from 237 in the plan year 2022 filing to 263 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 863977367 · Berger Rental Communities LLC PY 2023 · 401(k)

Berger Rental Communities 401(k) Profit Sharing Plan · $8M · 263 · 53rd

  • NET $8M
  • NET 263
  • NET 53rd
  • NET 401(k)
  • NET near The Orden Company, LLC 401(k) Plan
  • NET ind #3388

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 Real Estate retirement plans → · Plans in Pennsylvania →

Berger Rental Communities 401(k) Profit Sharing Plan in the asset neighbourhood

Berger Rental Communities 401(k) Profit Sharing PlanBerger Rental Communities 40…$8MThe Orden Company, LLC 401(k) PlanThe Orden Company, LLC 401(k…$8MThe Orden Company, LLC 401(k) PlanThe Orden Company, LLC 401(k…$8MHotel Valencia Corporation 401(k) PlanHotel Valencia Corporation 4…$8MPatel Consultants 401(k) Plan$8M
End-of-year total assets ($M) among Berger Rental Communities 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN863977367
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berger Rental Communities LLC)

Sponsor-wide plan assets over time

All Berger Rental Communities LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 45.454035368640724% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.1M $8.87M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 237 $6M
2023 1 263 $8M
2024 1 255 $9M

Nearby 401(k) Plans in Pennsylvania

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

Berger Rental Communities 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Berger Rental Communities 401(k) Profit Sharing Plan, Total assets ($B): 0.007787395 · Participants: 263Berger Rental Communities 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Berger Rental Communities 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berger Rental Communities 401(k) Profit Sharing Plan side-by-side with 3 peers →

Berger Rental Communities 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Orden Company, LLC 401(k) Plan in CA ($8M); by covered participants it is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Rental Communities 401(k) Profit Sharing Plan assets move in 2023? ▼
Berger Rental Communities 401(k) Profit Sharing Plan grew sharply - up 27.8% during 2023, from $6M to $8M. Reported net income was $2M.
How have Berger Rental Communities LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berger Rental Communities LLC's sponsor-wide assets grew 45.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Berger Rental Communities 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Orden Company, LLC 401(k) Plan in CA ($8M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Berger Rental Communities 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants, $4M 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 863977367.

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.