401(k) · DOL Form 5500 · 2024
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $142,155
- Avg per participant Near avg balance/head
Official DOL plan name: Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan · Sponsored by Bergman Dacey Goldsmith, a Professional Law Corporation · California · Professional & Technical Services
$3M in assets, 24 participants
Bergman Dacey Goldsmith, a Professional Law Corporation's Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan reported $3M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,569 in Professional & Technical Services (20,173 peers)
Bergman Dacey Goldsmith, a Professional Law Corporation multi-year trail
Bergman Dacey Goldsmith, a Professional Law Corporation's plans moved -30.1% in assets from 2022 to 2024; this filing shows Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan at $3M / 24 participants.
- #6,569
- in Professional & Technical Services (20,173 peers)
- -38.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,411,713 36th percentile higher than 36% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan reported net income fell from $648K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan reported participants rose from 20 in the plan year 2023 filing to 24 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 953853032 · Bergman Dacey Goldsmith, a Professional Law Corporation PY 2024 · 401(k)
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan · $3M · 24 · 36th
- PCT $3M
- EIN 24
- RANK 36th
- PHOTO 401(k)
- IND near Anderson Manufacturing 401(k) Plan
- EOY ind #6569
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 →
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Bergman Dacey Goldsmith, a Professional Law Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Bergman Dacey Goldsmith, a Professional Law Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 30.056803901075764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $5M |
| 2023 | 1 | 20 | $6M |
| 2024 | 1 | 24 | $3M |
Bergman Dacey Goldsmith, a Professional Law Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$2M |
| Employer EIN | 953853032 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Bergman Dacey Goldsmith, a Professional Law Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Anderson Manufacturing 401(k) Plan in KY ($3M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Dog House Ventures, Inc. 401(k) Plan (DE) 24 · 0 off
- Post Insurance Services, Inc. 401(k) Plan (ID) 24 · 0 off
- G Group Ventures, Inc. 401(k) Profit Sharing Plan (TX) 24 · 0 off
- Pnklink, Inc. 401(k) Plan (WA) 24 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.