401(k) · DOL Form 5500 · 2023

Berg Senior Services, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
151
Participants Small participant base
57th
Percentile by assets National rank
$62,817
Avg per participant Low balance/head
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Official DOL plan name: Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Berg Senior Services, LLC · California · Healthcare & Social Assistance

$9M in assets, 151 participants

Berg Senior Services, LLC's Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,153 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $9M.

#11,153
in Healthcare & Social Assistance (17,684 peers)
+19.0%
assets growth YoY

Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,485,391 Top 43% higher than 57% 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

Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust 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. Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$886K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 154 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 100006094 · Berg Senior Services, LLC PY 2023 · 401(k)

Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust · $9M · 151 · 57th

  • RANK $9M
  • RANK 151
  • RANK 57th
  • RANK 401(k)
  • RANK near T & L Automatics, Inc. Profit Sharing Plan
  • RANK ind #11153

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Berg Senior Services LLC 401(k) Profit Sharing Plan and TrustBerg Senior Services LLC 401…$9MT & L Automatics, Inc. Profit Sharing PlanT & L Automatics, Inc. Profi…$9MMid Columbia Forklift, Inc. 401(k) PlanMid Columbia Forklift, Inc. …$9MMembers Credit Union 401(k) Income Deferral PlanMembers Credit Union 401(k) …$9MElmcrest Childrens Center, Inc. 401(k) PlanElmcrest Childrens Center, I…$9M
End-of-year total assets ($M) among Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN100006094
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berg Senior Services, LLC)

Sponsor-wide plan assets over time

All Berg Senior Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 34.90184048310015% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.97M $10.8M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 154 $8M
2023 1 151 $9M
2024 1 152 $11M

Nearby 401(k) Plans in California

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

Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.009485391 · Participants: 151Berg Senior Services LLC 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is T & L Automatics, Inc. Profit Sharing Plan in NY ($9M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 19.0% during 2023, from $8M to $9M. Reported net income was $2M.
How have Berg Senior Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berg Senior Services, LLC's sponsor-wide assets grew 34.9%, from $8M to $11M.
Which 401(k) plans are similar in size to Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is T & L Automatics, Inc. Profit Sharing Plan in NY ($9M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Berg Senior Services LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 100006094.

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.