401(k) · DOL Form 5500 · 2023
Csl Berkshire Operating Company, 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 589
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $7,661
- Avg per participant Low balance/head
Official DOL plan name: Csl Berkshire Operating Company, LLC 401(k) Plan · Sponsored by Csl Berkshire Operating Company, · California · Real Estate
$5M in assets, 589 participants
Csl Berkshire Operating Company,'s Csl Berkshire Operating Company, LLC 401(k) Plan reported $5M in total assets and 589 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,936 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Csl Berkshire Operating Company, LLC 401(k) Plan ranks #2,936 of 4,727 2023 filers by assets (575% of the sector average)-$5M for 589 participants.
- #2,936
- in Real Estate (4,727 peers)
- +59.7%
- assets growth YoY
Csl Berkshire Operating Company, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Csl Berkshire Operating Company, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,512,426 42nd percentile higher than 42% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Csl Berkshire Operating Company, LLC 401(k) Plan 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. Csl Berkshire Operating Company, LLC 401(k) Plan sits mid-pack in the medium band (589 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Csl Berkshire Operating Company, LLC 401(k) Plan reported net income rose from $6K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Csl Berkshire Operating Company, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Csl Berkshire Operating Company, LLC 401(k) Plan reported participants rose from 400 in the plan year 2022 filing to 589 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 813363591 · Csl Berkshire Operating Company, PY 2023 · 401(k)
Csl Berkshire Operating Company, LLC 401(k) Plan · $5M · 589 · 42nd
- ASSETS $5M
- PCT 589
- EIN 42nd
- RANK 401(k)
- PHOTO near Mcnelly Services, 401(k) Plan
- IND ind #2936
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 →
Csl Berkshire Operating Company, LLC 401(k) Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 813363591 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Csl Berkshire Operating Company,)
Sponsor-wide plan assets over time
All Csl Berkshire Operating Company, plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 112.043300034691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 400 | $3M |
| 2023 | 1 | 589 | $5M |
| 2024 | 1 | 725 | $6M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Csl Berkshire Operating Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Mcnelly Services, 401(k) Plan in IL ($5M); by covered participants it is The Smead Manufacturing Company Employees' Investment Plan and Trust in MN (589 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (589 participants); asset peers above are excluded.
- The Smead Manufacturing Company Employees' Investment Plan and Trust (MN) 589 · 0 off
- Young Innovations, Inc. 401(k) Program (IL) 589 · 0 off
- Wilson Bank and Trust Company 401(k) Plan (TN) 589 · 0 off
- Remitly, Inc. 401(k) Plan (WA) 589 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.