Money Purchase · DOL Form 5500 · 2024

Sam Berman and Sons LLC Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
35th
Percentile by assets National rank
$267,987
Avg per participant High balance/head
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Official DOL plan name: Sam Berman and Sons Retirement Trust · Sponsored by Sam Berman and Sons LLC · Iowa · Wholesale Trade

$3M in assets, 12 participants

Sam Berman and Sons LLC's Sam Berman and Sons Retirement Trust reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,458 in Wholesale Trade (6,080 peers)

Sam Berman and Sons LLC multi-year trail

Sam Berman and Sons LLC's plans moved +86.4% in assets from 2022 to 2024; this filing shows Sam Berman and Sons Retirement Trust at $3M / 12 participants.

#1,458
in Wholesale Trade (6,080 peers)
+33.3%
assets growth YoY

Sam Berman and Sons Retirement Trust's mid-pack asset rank among Wholesale Trade and all filers

Sam Berman and Sons Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,215,847 35th percentile higher than 35% of 123,620 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 2024

Sam Berman and Sons Retirement Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sam Berman and Sons Retirement Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sam Berman and Sons Retirement Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sam Berman and Sons Retirement Trust reported net income rose from $687K in the plan year 2023 filing to $804K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421280279 · Sam Berman and Sons LLC PY 2024 · Money Purchase

Sam Berman and Sons Retirement Trust · $3M · 12 · 35th

  • BOOK $3M
  • BOOK 12
  • BOOK 35th
  • BOOK Money Purchase
  • BOOK near Money Purchase Pension Plan
  • BOOK ind #1458

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 Wholesale Trade retirement plans → · Plans in Iowa →

Sam Berman and Sons Retirement Trust in the asset neighbourhood

Line and Space LLC Money Purchase PlanLine and Space LLC Money Pur…$3MSam Berman and Sons Retirement TrustSam Berman and Sons Retireme…$3MMoney Purchase Pension Plan$3MSwartz Taliaferro Swartz and Goodove PC Money Purchase Pension PlanSwartz Taliaferro Swartz and…$3MRetirement Trust of Middle District Chapter 13 Offices (Winston-Salem)Retirement Trust of Middle D…$3M
End-of-year total assets ($M) among Sam Berman and Sons Retirement Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Sam Berman and Sons LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sam Berman and Sons LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 86.43282997166271% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.72M $3.22M ▲ +87.2%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 12 $2M
2024 1 12 $3M

Sam Berman and Sons LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$804K
Employer EIN421280279
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Iowa

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

Sam Berman and Sons Retirement Trust vs. nearby Money Purchase plans in Iowa, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -20020406080 Total assets ($M) Participants Sam Berman and Sons Retirement Trust, Total assets ($M): 3.215847 · Participants: 12Sam Berman and Sons Retirement TrustIowa Builders Retirement Plan, Total assets ($M): 74.62524 · Participants: 400Iowa Builders Retirement PlanIBEW Local 13 Retirement Plan, Total assets ($M): 59.523069 · Participants: 270IBEW Local 13 Retirement PlanIron Workers Local No. 67 Defined Contribution Fund, Total assets ($M): 42.160618 · Participants: 689Iron Workers Local No. 67 Defined Contribution FundMorningside University Defined Contribution Retire, Total assets ($M): 22.77937 · Participants: 170Morningside University Defined Contribution RetireGrand View University Employees' Money Purchase Plan, Total assets ($M): 20.297319 · Participants: 231Grand View University Employees' Money Purchase Plan
Sam Berman and Sons Retirement Trust vs. nearby Money Purchase plans in Iowa, assets vs. participants
Compare Sam Berman and Sons Retirement Trust side-by-side with 3 peers →

Sam Berman and Sons Retirement Trust's out-of-state Money Purchase peers by assets and headcount

Outside Iowa, the nearest Money Purchase by assets is Money Purchase Pension Plan in MD ($3M); by covered participants it is Neuro Diagnostico Del Oeste, Csp Retirement Plan in PR (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sam Berman and Sons Retirement Trust assets move in 2024? ▼
Sam Berman and Sons Retirement Trust surged - up 33.3% during 2024, from $2M to $3M. Reported net income was $804K.
How have Sam Berman and Sons LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sam Berman and Sons LLC's sponsor-wide assets grew 86.4%, from $2M to $3M.
Which Money Purchase plans are similar in size to Sam Berman and Sons Retirement Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Money Purchase Pension Plan in MD ($3M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Sam Berman and Sons Retirement Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Neuro Diagnostico Del Oeste, Csp Retirement Plan in PR (12 participants, $884K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421280279.

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.