401(k) · DOL Form 5500 · 2023

Mark H. Berens Charitable Foundation 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
5
Participants Small participant base
91st
Percentile by assets National rank
$18.1M
Avg per participant High balance/head
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Official DOL plan name: Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan · Sponsored by Mark H. Berens Charitable Foundation · Illinois · Other Services

$90M in assets, 5 participants

Mark H. Berens Charitable Foundation's Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan reported $90M in total assets and 5 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.

  • #7,580 in Other Services (7,857 peers)

Where Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan sits by assets

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $90M for 5 participants (~$18.1M/participant), up 40.4% in 2023.

#7,580
in Other Services (7,857 peers)
+40.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan's outsized position by total assets

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$90,499,780 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

Mark H. Berens Charitable Foundation 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. Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan reported net income rose from -$23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan end-of-year assets rose from $64M in the plan year 2022 filing to $90M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270600726 · Mark H. Berens Charitable Foundation PY 2023 · 401(k)

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan · $90M · 5 · 91st

  • NET $90M
  • NET 5
  • NET 91st
  • NET 401(k)
  • NET near Harder Mechanical Contractors Retirement Plan
  • NET ind #7580

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 Other Services retirement plans → · Plans in Illinois →

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan in the asset neighbourhood

Lechase Companies 401(k) Salary Savings TrustLechase Companies 401(k) Sal…$91MMark H. Berens Charitable Foundation 401(k) Profit Sharing PlanMark H. Berens Charitable Fo…$90MHarder Mechanical Contractors Retirement PlanHarder Mechanical Contractor…$90MTessenderlo Kerley, Inc. 401(k) Plan and TrustTessenderlo Kerley, Inc. 401…$90MMetaltek International, Inc. Wisconsin Centrifugal Division 401(k) Retirement PlanMetaltek International, Inc.…$90M
End-of-year total assets ($M) among Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$90M
Net Income$26M
Employer EIN270600726
Plan Effective Date2012-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mark H. Berens Charitable Foundation)

Sponsor-wide plan assets over time

All Mark H. Berens Charitable Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 97.60422468288485% vs 2022
2024 filing year
$0M$50M$100M 202220232024 $64.5M $1.54M ▼ -97.6%
Year Plans Participants Total Assets
2022 1 5 $64M
2023 1 5 $90M
2024 2 3 $2M

Nearby 401(k) Plans in Illinois

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

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan, Total assets ($B): 0.09049978 · Participants: 5Mark H. Berens Charitable Foundation 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Harder Mechanical Contractors Retirement Plan in OR ($90M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan assets move in 2023? ▼
Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan surged - up 40.4% during 2023, from $64M to $90M. Reported net income was $26M.
How have Mark H. Berens Charitable Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark H. Berens Charitable Foundation's sponsor-wide assets declined 97.6%, from $64M to $2M.
Where does Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mark H. Berens Charitable Foundation 401(k) Profit Sharing 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 Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harder Mechanical Contractors Retirement Plan in OR ($90M, 353 participants).
Which 401(k) plans cover a similar participant headcount to Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 270600726.

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.