401(k) · DOL Form 5500 · 2023

Berliner Cohen, LLP 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
97
Participants Small participant base
84th
Percentile by assets National rank
$467,344
Avg per participant High balance/head
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Official DOL plan name: Berliner Cohen Retirement Plan · Sponsored by Berliner Cohen, LLP · California · Professional & Technical Services

$45M in assets, 97 participants

Berliner Cohen, LLP's Berliner Cohen Retirement Plan reported $45M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,364 in Professional & Technical Services (20,321 peers)

Where Berliner Cohen Retirement Plan sits by assets

Berliner Cohen Retirement Plan sits in the top quartile of all filed plans by assets, $45M for 97 participants (~$467,344/participant), up 16.0% in 2023.

#17,364
in Professional & Technical Services (20,321 peers)
+16.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Berliner Cohen Retirement Plan's outsized position by total assets

Berliner Cohen Retirement Plan vs every filed plan by assets

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

$45,332,382 Top 16% higher than 84% 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

Berliner Cohen Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berliner Cohen Retirement Plan is a small filing (97 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 941736834 · Berliner Cohen, LLP PY 2023 · 401(k)

Berliner Cohen Retirement Plan · $45M · 97 · 84th

  • BOY $45M
  • SCH 97
  • EBSA 84th
  • PART 401(k)
  • TYPE near Ear, Nose & Throat Specialtycare of Minnesota P.a. Section 401(k) Plan and Trust
  • NET ind #17364

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 Professional & Technical Services retirement plans → · Plans in California →

Berliner Cohen Retirement Plan in the asset neighbourhood

Aires 401(k) Profit Sharing PlanAires 401(k) Profit Sharing …$45MMasonite Savings Plan for Collectively Bargained EmployeesMasonite Savings Plan for Co…$45MBerliner Cohen Retirement PlanBerliner Cohen Retirement Pl…$45MEar, Nose & Throat Specialtycare of Minnesota P.a. Section 401(k) Plan and TrustEar, Nose & Throat Specialty…$45MClark Insurance Employee Stock Ownership 401(k) PlanClark Insurance Employee Sto…$45M
End-of-year total assets ($M) among Berliner Cohen Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN941736834
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berliner Cohen, LLP)

Sponsor-wide plan assets over time

All Berliner Cohen, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$54M 19.251216492440214% vs 2023
2024 filing year
$40M$45M$50M$55M 20232024 $45.3M $54.1M ▲ +19.3%
Year Plans Participants Total Assets
2023 1 97 $45M
2024 1 101 $54M

Nearby 401(k) Plans in California

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

Berliner Cohen Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Berliner Cohen Retirement Plan, Total assets ($B): 0.045332382 · Participants: 97Berliner Cohen Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Berliner Cohen Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Berliner Cohen Retirement Plan side-by-side with 3 peers →

Berliner Cohen Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ear, Nose & Throat Specialtycare of Minnesota P.a. Section 401(k) Plan and Trust in MN ($45M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Berliner Cohen Retirement Plan assets move in 2023? ▼
Berliner Cohen Retirement Plan grew sharply - up 16.0% during 2023, from $39M to $45M. Reported net income was $6M.
How have Berliner Cohen, LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Berliner Cohen, LLP's sponsor-wide assets grew 19.3%, from $45M to $54M.
Where does Berliner Cohen Retirement Plan rank by assets among Form 5500 filers? ▼
Berliner Cohen Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Berliner Cohen Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ear, Nose & Throat Specialtycare of Minnesota P.a. Section 401(k) Plan and Trust in MN ($45M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Berliner Cohen Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 941736834.

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.