Defined Benefit (Pension) · DOL Form 5500 · 2023

David a. Berg, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$301,751
Avg per participant High balance/head
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Official DOL plan name: David a. Berg, Inc. Cash Balance Pension Plan · Sponsored by David a. Berg, Inc. · California · Real Estate

$1M in assets, 4 participants

David a. Berg, Inc.'s David a. Berg, Inc. Cash Balance Pension Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,033 in Real Estate (4,727 peers)

David a. Berg, Inc. multi-year trail

David a. Berg, Inc.'s plans moved +42.5% in assets from 2022 to 2024; this filing shows David a. Berg, Inc. Cash Balance Pension Plan at $1M / 4 participants.

#2,033
in Real Estate (4,727 peers)
+14.3%
assets growth YoY

David a. Berg, Inc. Cash Balance Pension Plan among the smaller filed plans by assets

David a. Berg, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$1,207,003 25th percentile higher than 25% 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

David a. Berg, Inc. Cash Balance Pension 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. David a. Berg, Inc. Cash Balance Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David a. Berg, Inc. Cash Balance Pension Plan reported net income rose from -$136K in the plan year 2022 filing to $151K in the plan year 2023 filing.
  • David a. Berg, Inc. Cash Balance Pension Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • David a. Berg, Inc. Cash Balance Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 454283903 · David a. Berg, Inc. PY 2023 · Defined Benefit (Pension)

David a. Berg, Inc. Cash Balance Pension Plan · $1M · 4 · 25th

  • SCH $1M
  • SCH 4
  • SCH 25th
  • SCH Defined Benefit (Pension)
  • SCH near Atit Diamond Corp. Defined Benefit Pension Plan
  • SCH ind #2033

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 California →

David a. Berg, Inc. Cash Balance Pension Plan in the asset neighbourhood

David a. Berg, Inc. Cash Balance Pension PlanDavid a. Berg, Inc. Cash Bal…$1MAtit Diamond Corp. Defined Benefit Pension PlanAtit Diamond Corp. Defined B…$1MAnthony Grant, Inc. Retirement PlanAnthony Grant, Inc. Retireme…$1MNikon Inc. Pension Plan$1MCommunity Hospital Retirement PlanCommunity Hospital Retiremen…$1M
End-of-year total assets ($M) among David a. Berg, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

David a. Berg, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All David a. Berg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.533286343078125% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.06M $1.5M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 4 $1M
2024 1 4 $2M

David a. Berg, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$151K
Employer EIN454283903
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

David a. Berg, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants David a. Berg, Inc. Cash Balance Pension Plan, Total assets ($B): 0.001207003 · Participants: 4David a. Berg, Inc. Cash Balance Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
David a. Berg, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare David a. Berg, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

David a. Berg, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Atit Diamond Corp. Defined Benefit Pension Plan in NY ($1M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 David a. Berg, Inc. Cash Balance Pension Plan assets move in 2023? ▼
David a. Berg, Inc. Cash Balance Pension Plan grew at a solid clip - up 14.3% during 2023, from $1M to $1M. Reported net income was $151K.
How have David a. Berg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David a. Berg, Inc.'s sponsor-wide assets grew 42.5%, from $1M to $2M.
Where does David a. Berg, Inc. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
David a. Berg, Inc. Cash Balance Pension Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to David a. Berg, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Atit Diamond Corp. Defined Benefit Pension Plan in NY ($1M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to David a. Berg, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 454283903.

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.