401(k) · DOL Form 5500 · 2024

Berger Montague 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
153
Participants Small participant base
89th
Percentile by assets National rank
$513,240
Avg per participant High balance/head
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Official DOL plan name: Berger Montague Retirement Savings Plan · Sponsored by Berger Montague · Pennsylvania · Professional & Technical Services

$79M in assets, 153 participants

Berger Montague's Berger Montague Retirement Savings Plan reported $79M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,098 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Berger Montague Retirement Savings Plan covers 153 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $79M.

#18,098
in Professional & Technical Services (20,173 peers)
+9.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Berger Montague Retirement Savings Plan's outsized position by total assets

Berger Montague Retirement Savings Plan vs every filed plan by assets

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

$78,525,685 Top 11% higher than 89% 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

Berger Montague Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berger Montague Retirement Savings Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berger Montague Retirement Savings Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Berger Montague Retirement Savings Plan reported participants rose from 125 in the plan year 2023 filing to 153 in the plan year 2024 filing.
  • Berger Montague Retirement Savings Plan end-of-year assets rose from $72M in the plan year 2023 filing to $79M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232015918 · Berger Montague PY 2024 · 401(k)

Berger Montague Retirement Savings Plan · $79M · 153 · 89th

  • EIN $79M
  • EIN 153
  • EIN 89th
  • EIN 401(k)
  • EIN near Gallagher Evelius & Jones LLP 401(k) Profit Sharing Plan
  • EIN ind #18098

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 Pennsylvania →

Berger Montague Retirement Savings Plan in the asset neighbourhood

Current Retirement Savings PlanCurrent Retirement Savings P…$79MBerger Montague Retirement Savings PlanBerger Montague Retirement S…$79MWalsh, Colucci, Lubeley & Walsh, P.C. Employees' 401(k) PlanWalsh, Colucci, Lubeley & Wa…$79MGallagher Evelius & Jones LLP 401(k) Profit Sharing PlanGallagher Evelius & Jones LL…$79MNihon Kohden America 401(k) Retirement PlanNihon Kohden America 401(k) …$79M
End-of-year total assets ($M) among Berger Montague Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$79M
Net Income$7M
Employer EIN232015918
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berger Montague)

Sponsor-wide plan assets over time

All Berger Montague plans reported in each filing year

Latest sponsor-wide plan assets
$79M 23.823777020055932% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $63.4M $78.5M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 115 $63M
2023 1 125 $72M
2024 1 153 $79M

Nearby 401(k) Plans in Pennsylvania

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

Berger Montague Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Berger Montague Retirement Savings Plan, Total assets ($B): 0.078525685 · Participants: 153Berger Montague Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Berger Montague Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berger Montague Retirement Savings Plan side-by-side with 3 peers →

Berger Montague Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Gallagher Evelius & Jones LLP 401(k) Profit Sharing Plan in MD ($79M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Berger Montague Retirement Savings Plan assets move in 2024? ▼
Berger Montague Retirement Savings Plan grew at a solid clip - up 9.0% during 2024, from $72M to $79M. Reported net income was $7M.
How have Berger Montague plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berger Montague's sponsor-wide assets grew 23.8%, from $63M to $79M.
Where does Berger Montague Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Berger Montague Retirement Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Berger Montague Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gallagher Evelius & Jones LLP 401(k) Profit Sharing Plan in MD ($79M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Berger Montague Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 participants, N/A 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 232015918.

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.