401(k) · DOL Form 5500 · 2023

Law Office of David J. Berney, P.C 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$824,535
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan · Sponsored by Law Office of David J. Berney, P.C · Pennsylvania · Professional & Technical Services

$2M in assets, 2 participants

Law Office of David J. Berney, P.C's Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,853 in Professional & Technical Services (20,321 peers)

Law Office of David J. Berney, P.C multi-year trail

Law Office of David J. Berney, P.C's plans moved +52.0% in assets from 2022 to 2024; this filing shows Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan at $2M / 2 participants.

#4,853
in Professional & Technical Services (20,321 peers)
+25.1%
assets growth YoY

Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,649,070 28th percentile higher than 28% 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

Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan reported net income rose from -$187K in the plan year 2022 filing to $330K in the plan year 2023 filing.
  • Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 262517340 · Law Office of David J. Berney, P.C PY 2023 · 401(k)

Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan · $2M · 2 · 28th

  • RANK $2M
  • RANK 2
  • RANK 28th
  • RANK 401(k)
  • RANK near Remine, Inc. 401(k) Plan
  • RANK ind #4853

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 Pennsylvania →

Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Law Office of David J. Berney, P.C. 401(k) Profit Sharing PlanLaw Office of David J. Berne…$2MRemine, Inc. 401(k) Plan$2MPrivate Physicians Medical Associates Profit Sharing PlanPrivate Physicians Medical A…$2MMedical Chest Associates Ps 401(k) Profit Sharing Plan and TrustMedical Chest Associates Ps …$2MBest Logistics, Inc. 401(k) PlanBest Logistics, Inc. 401(k) …$2M
End-of-year total assets ($M) among Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Law Office of David J. Berney, P.C multi-year asset trail

Sponsor-wide plan assets over time

All Law Office of David J. Berney, P.C plans reported in each filing year

Latest sponsor-wide plan assets
$2M 52.007873717107515% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.32M $2M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 2 $2M
2024 1 2 $2M

Law Office of David J. Berney, P.C filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$330K
Employer EIN262517340
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Law Office of David J. Berney, P.C. 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 ($B) Participants Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.00164907 · Participants: 2Law Office of David J. Berney, P.C. 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
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Law Office of David J. Berney, P.C. 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 Remine, Inc. 401(k) Plan in VA ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan grew sharply - up 25.1% during 2023, from $1M to $2M. Reported net income was $330K.
How have Law Office of David J. Berney, P.C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Law Office of David J. Berney, P.C's sponsor-wide assets grew 52.0%, from $1M to $2M.
Which 401(k) plans are similar in size to Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Remine, Inc. 401(k) Plan in VA ($2M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 262517340.

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.