Defined Benefit (Pension) · DOL Form 5500 · 2023

Berneil Ventures, LLC Pension Plan

Data updated 2026-08-25

$647K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$323,562
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Berneil Ventures, LLC Cash Balance Plan · Sponsored by Berneil Ventures, LLC · Arizona · Real Estate

$647K in assets, 2 participants

Berneil Ventures, LLC's Berneil Ventures, LLC Cash Balance Plan reported $647K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,658 in Real Estate (4,727 peers)

Berneil Ventures, LLC multi-year trail

Berneil Ventures, LLC's plans moved +16.0% in assets from 2022 to 2024; this filing shows Berneil Ventures, LLC Cash Balance Plan at $647K / 2 participants.

#1,658
in Real Estate (4,727 peers)
+8.1%
assets growth YoY

Berneil Ventures, LLC Cash Balance Plan among the smaller filed plans by assets

Berneil Ventures, LLC Cash Balance Plan vs every filed plan by assets

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

$647,124 20th percentile higher than 20% 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

Berneil Ventures, LLC Cash Balance 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. Berneil Ventures, LLC Cash Balance Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berneil Ventures, LLC Cash Balance Plan reported net income rose from $18K in the plan year 2022 filing to $48K in the plan year 2023 filing.
  • Berneil Ventures, LLC Cash Balance Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Berneil Ventures, LLC Cash Balance Plan end-of-year assets rose from $599K in the plan year 2022 filing to $647K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300757644 · Berneil Ventures, LLC PY 2023 · Defined Benefit (Pension)

Berneil Ventures, LLC Cash Balance Plan · $647K · 2 · 20th

  • TYPE $647K
  • TYPE 2
  • TYPE 20th
  • TYPE Defined Benefit (Pension)
  • TYPE near Atlantis Dental Care Cash Balance Plan
  • TYPE ind #1658

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 Arizona →

Berneil Ventures, LLC Cash Balance Plan in the asset neighbourhood

Ctdu Partition Pension Fund$657KBerneil Ventures, LLC Cash Balance PlanBerneil Ventures, LLC Cash B…$647KAtlantis Dental Care Cash Balance PlanAtlantis Dental Care Cash Ba…$647KSun Granites, LLC Pension PlanSun Granites, LLC Pension Pl…$642KCity Club Retirement Plan$637K
End-of-year total assets ($M) among Berneil Ventures, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Berneil Ventures, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Berneil Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$694K 15.964464038207836% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.6M $0.69M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 3 $599K
2023 1 2 $647K
2024 1 2 $694K

Berneil Ventures, LLC filing trail (2023)

Total Assets (Beginning of Year)$599K
Net Assets (End of Year)$647K
Net Income$48K
Employer EIN300757644
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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

Berneil Ventures, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Berneil Ventures, LLC Cash Balance Plan, Total assets ($B): 0.000647124 · Participants: 2Berneil Ventures, LLC Cash Balance PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Berneil Ventures, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Berneil Ventures, LLC Cash Balance Plan side-by-side with 3 peers →

Berneil Ventures, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Atlantis Dental Care Cash Balance Plan in ID ($647K); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($647K here).

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 Berneil Ventures, LLC Cash Balance Plan assets move in 2023? ▼
Berneil Ventures, LLC Cash Balance Plan grew at a solid clip - up 8.1% during 2023, from $599K to $647K. Reported net income was $48K.
How have Berneil Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berneil Ventures, LLC's sponsor-wide assets grew 16.0%, from $599K to $694K.
Where does Berneil Ventures, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Berneil Ventures, LLC Cash Balance Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Berneil Ventures, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Atlantis Dental Care Cash Balance Plan in ID ($647K, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Berneil Ventures, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 300757644.

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.