401(k) · DOL Form 5500 · 2023

Berry Appleman & Leiden LLP 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
1,423
Participants Near avg headcount
91st
Percentile by assets National rank
$65,162
Avg per participant Low balance/head
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Official DOL plan name: Bal Retirement Plan · Sponsored by Berry Appleman & Leiden LLP · California · Professional & Technical Services

$93M in assets, 1,423 participants

Berry Appleman & Leiden LLP's Bal Retirement Plan reported $93M in total assets and 1,423 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,683 in Professional & Technical Services (20,321 peers)

Coverage in California

Bal Retirement Plan covers 1,423 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $93M.

#18,683
in Professional & Technical Services (20,321 peers)
+21.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Bal Retirement Plan's outsized position by total assets

Bal Retirement Plan vs every filed plan by assets

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

$92,725,418 Top 9% higher than 91% 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

Bal Retirement 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. Bal Retirement Plan lands in the large band (1,423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bal Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Bal Retirement Plan end-of-year assets rose from $76M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Bal Retirement Plan reported participants rose from 1,211 in the plan year 2022 filing to 1,423 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943068076 · Berry Appleman & Leiden LLP PY 2023 · 401(k)

Bal Retirement Plan · $93M · 1,423 · 91st

  • RANK $93M
  • RANK 1,423
  • RANK 91st
  • RANK 401(k)
  • RANK near Hb Global 401(k) Plan
  • RANK ind #18683

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 California →

Bal Retirement Plan in the asset neighbourhood

Applied Technical Services, 401(k) PlanApplied Technical Services, …$93MSEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) PlanSEIU Affiliates' Officers an…$93MBal Retirement Plan$93MHb Global 401(k) Plan$93MGate Gourmet, Inc. 401(k) PlanGate Gourmet, Inc. 401(k) Pl…$93M
End-of-year total assets ($M) among Bal Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$93M
Net Income$16M
Employer EIN943068076
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry Appleman & Leiden LLP)

Sponsor-wide plan assets over time

All Berry Appleman & Leiden LLP plans reported in each filing year

Latest sponsor-wide plan assets
$99M 29.593476748653362% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $76.5M $99.1M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 1,211 $76M
2023 1 1,423 $93M
2024 1 1,006 $99M

Nearby 401(k) Plans in California

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

Bal Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bal Retirement Plan, Total assets ($B): 0.092725418 · Participants: 1423Bal Retirement PlanWells 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
Bal Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bal Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Hb Global 401(k) Plan in PA ($93M); by covered participants it is Ultradent Products, Inc. 401(k) Plan in UT (1,423 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,423 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 Bal Retirement Plan assets move in 2023? ▼
Bal Retirement Plan grew sharply - up 21.2% during 2023, from $76M to $93M. Reported net income was $16M.
How have Berry Appleman & Leiden LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berry Appleman & Leiden LLP's sponsor-wide assets grew 29.6%, from $76M to $99M.
Where does Bal Retirement Plan rank by assets among Form 5500 filers? ▼
Bal Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bal Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hb Global 401(k) Plan in PA ($93M, 1,857 participants).
Which 401(k) plans cover a similar participant headcount to Bal Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultradent Products, Inc. 401(k) Plan in UT (1,423 participants, $94M 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 943068076.

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.