Money Purchase · DOL Form 5500 · 2024
Sam Berman and Sons LLC Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 12
- Participants
- 35th
- Percentile by assets
- $267,987
- Avg per participant
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.
- 35th percentile by assets (of 123,622 plans)
- #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.
- $3M
- total plan assets (2024 EOY)
- 12
- covered participants
- 35th
- percentile by assets (of 123,622 plans)
- $267,987
- avg assets per participant
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.
Sam Berman and Sons LLC across 3 plan years on file
Across the 3 plan years Sam Berman and Sons LLC has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 86.4%, while reported participants moved from 13 to 12 (-7.7%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Sam Berman and Sons LLC multi-year asset trail
| 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 EIN | 421280279 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING 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
- Iowa Builders Retirement Plan $75M · 400
- IBEW Local 13 Retirement Plan $60M · 270
- Iron Workers Local No. 67 Defined Contribution Fund $42M · 689
- Morningside University Defined Contribution Retire $23M · 170
- Grand View University Employees' Money Purchase Plan $20M · 231
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sam Berman and Sons Retirement Trust by total assets, not by location.
Frequently Asked Questions
How did Sam Berman and Sons Retirement Trust assets move in 2024? ▼
How have Sam Berman and Sons LLC plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Sam Berman and Sons Retirement Trust? ▼
Next read for Sam Berman and Sons Retirement Trust
Multi-year trail
Ways to act on Sam Berman and Sons Retirement Trust's numbers.
- By total assets, Sam Berman and Sons Retirement Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Iowa. Compare plans
- Sam Berman and Sons LLC's sponsor-wide assets have grown 86.4% since 2022 across 3 plan years on file. More Wholesale Trade plans