401(k) · DOL Form 5500 · 2023

Amb & Rg Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
240
Participants Below avg headcount
64th
Percentile by assets National rank
$53,394
Avg per participant Low balance/head
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Official DOL plan name: Bertera Dealerships 401(k) Plan & Trust · Sponsored by Amb & Rg Enterprises, LLC · Massachusetts · Retail Trade

$13M in assets, 240 participants

Amb & Rg Enterprises, LLC's Bertera Dealerships 401(k) Plan & Trust reported $13M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,276 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Bertera Dealerships 401(k) Plan & Trust covers 240 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#6,276
in Retail Trade (8,414 peers)
+17.7%
assets growth YoY

Bertera Dealerships 401(k) Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Bertera Dealerships 401(k) Plan & Trust vs every filed plan by assets

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

$12,814,627 Top 36% higher than 64% 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

Bertera Dealerships 401(k) Plan & 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. Bertera Dealerships 401(k) Plan & Trust sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bertera Dealerships 401(k) Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bertera Dealerships 401(k) Plan & Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Bertera Dealerships 401(k) Plan & Trust reported participants fell from 288 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 522239317 · Amb & Rg Enterprises, LLC PY 2023 · 401(k)

Bertera Dealerships 401(k) Plan & Trust · $13M · 240 · 64th

  • NET $13M
  • NET 240
  • NET 64th
  • NET 401(k)
  • NET near Duplantis Design Group, P.C. 401(k) Plan
  • NET ind #6276

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 Retail Trade retirement plans → · Plans in Massachusetts →

Bertera Dealerships 401(k) Plan & Trust in the asset neighbourhood

The Elmore Group, Ltd. 401(k) Profit Sharing PlanThe Elmore Group, Ltd. 401(k…$13MSb Architects 401(k) Profit Sharing PlanSb Architects 401(k) Profit …$13MBertera Dealerships 401(k) Plan & TrustBertera Dealerships 401(k) P…$13MDuplantis Design Group, P.C. 401(k) PlanDuplantis Design Group, P.C.…$13MHarada 401(k) Plan$13M
End-of-year total assets ($M) among Bertera Dealerships 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN522239317
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amb & Rg Enterprises, LLC)

Sponsor-wide plan assets over time

All Amb & Rg Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.72901403275074% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.9M $12.7M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 288 $11M
2023 1 240 $13M
2024 1 256 $13M

Nearby 401(k) Plans in Massachusetts

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

Bertera Dealerships 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bertera Dealerships 401(k) Plan & Trust, Total assets ($B): 0.012814627 · Participants: 240Bertera Dealerships 401(k) Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Bertera Dealerships 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bertera Dealerships 401(k) Plan & Trust side-by-side with 3 peers →

Bertera Dealerships 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Duplantis Design Group, P.C. 401(k) Plan in LA ($13M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Bertera Dealerships 401(k) Plan & Trust assets move in 2023? ▼
Bertera Dealerships 401(k) Plan & Trust grew sharply - up 17.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Amb & Rg Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amb & Rg Enterprises, LLC's sponsor-wide assets grew 16.7%, from $11M to $13M.
Which 401(k) plans are similar in size to Bertera Dealerships 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Duplantis Design Group, P.C. 401(k) Plan in LA ($13M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Bertera Dealerships 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 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 522239317.

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.