Other · DOL Form 5500 · 2023

Berkeley Repertory Theatre Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
71
Participants Small participant base
59th
Percentile by assets National rank
$144,142
Avg per participant Near avg balance/head
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Official DOL plan name: Berkeley Repertory Theatre 403(b) Plan · Sponsored by Berkeley Repertory Theatre · California · Arts, Entertainment & Recreation

$10M in assets, 71 participants

Berkeley Repertory Theatre's Berkeley Repertory Theatre 403(b) Plan reported $10M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #2,191 in Arts, Entertainment & Recreation (2,945 peers)

Berkeley Repertory Theatre multi-year trail

Berkeley Repertory Theatre's plans moved +26.2% in assets from 2022 to 2024; this filing shows Berkeley Repertory Theatre 403(b) Plan at $10M / 71 participants.

#2,191
in Arts, Entertainment & Recreation (2,945 peers)
+14.0%
assets growth YoY

Berkeley Repertory Theatre 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Berkeley Repertory Theatre 403(b) Plan vs every filed plan by assets

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

$10,234,073 Top 41% higher than 59% 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

Berkeley Repertory Theatre 403(b) 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. Berkeley Repertory Theatre 403(b) Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berkeley Repertory Theatre 403(b) Plan reported net income rose from $290K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Berkeley Repertory Theatre 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Berkeley Repertory Theatre 403(b) Plan reported participants rose from 68 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941679756 · Berkeley Repertory Theatre PY 2023 · Other

Berkeley Repertory Theatre 403(b) Plan · $10M · 71 · 59th

  • IND $10M
  • EOY 71
  • 5500 59th
  • ASSETS Other
  • PCT near Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan
  • EIN ind #2191

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Berkeley Repertory Theatre 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Enable, Inc.403(b) Thrift Plan of Enable…$10MEmployee Benefit Plan of Gulf Coast Pre-Stress Partners, Ltd.Employee Benefit Plan of Gul…$10MBerkeley Repertory Theatre 403(b) PlanBerkeley Repertory Theatre 4…$10MMedf Physicians Corp. Voluntary Tax Deferred Annuity PlanMedf Physicians Corp. Volunt…$10MPeninsula Community Health Services 403(b) PlanPeninsula Community Health S…$10M
End-of-year total assets ($M) among Berkeley Repertory Theatre 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Berkeley Repertory Theatre multi-year asset trail

Sponsor-wide plan assets over time

All Berkeley Repertory Theatre plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.220562555911854% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.98M $11.3M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 68 $9M
2023 1 71 $10M
2024 1 74 $11M

Berkeley Repertory Theatre filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN941679756
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Berkeley Repertory Theatre 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Berkeley Repertory Theatre 403(b) Plan, Total assets ($B): 0.010234073 · Participants: 71Berkeley Repertory Theatre 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Berkeley Repertory Theatre 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Berkeley Repertory Theatre 403(b) Plan side-by-side with 3 peers →

Berkeley Repertory Theatre 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan in OH ($10M); by covered participants it is Maine Family Planning 403(b) Plan in ME (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Berkeley Repertory Theatre 403(b) Plan assets move in 2023? ▼
Berkeley Repertory Theatre 403(b) Plan grew at a solid clip - up 14.0% during 2023, from $9M to $10M. Reported net income was $1M.
How have Berkeley Repertory Theatre plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkeley Repertory Theatre's sponsor-wide assets grew 26.2%, from $9M to $11M.
Which Other plans are similar in size to Berkeley Repertory Theatre 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan in OH ($10M, 148 participants).
Which Other plans cover a similar participant headcount to Berkeley Repertory Theatre 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Maine Family Planning 403(b) Plan in ME (71 participants, $6M 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 941679756.

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.