401(k) · DOL Form 5500 · 2024
Berkeley Research Group, LLC 401(k) Plan
Data updated 2026-08-25
- $303M
- Total assets Above avg plan size
- 1,384
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $219,138
- Avg per participant Above avg balance/head
Official DOL plan name: Brg 401(k) Plan · Sponsored by Berkeley Research Group, LLC · District of Columbia · Professional & Technical Services
$303M in assets, 1,384 participants
Berkeley Research Group, LLC's Brg 401(k) Plan reported $303M in total assets and 1,384 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #19,535 in Professional & Technical Services (20,173 peers)
Where Brg 401(k) Plan sits by assets
Brg 401(k) Plan sits in the top 5% of all filed plans by assets, $303M for 1,384 participants (~$219,138/participant), up 17.6% in 2024.
- #19,535
- in Professional & Technical Services (20,173 peers)
- +17.6%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Brg 401(k) Plan's outsized position by total assets
Brg 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$303,286,537 Top 4% higher than 96% 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
Brg 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brg 401(k) Plan lands in the large band (1,384 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brg 401(k) Plan reported net income fell from $58M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- Brg 401(k) Plan end-of-year assets rose from $258M in the plan year 2023 filing to $303M in the plan year 2024 filing.
- Brg 401(k) Plan reported participants rose from 1,270 in the plan year 2023 filing to 1,384 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 271451273 · Berkeley Research Group, LLC PY 2024 · 401(k)
Brg 401(k) Plan · $303M · 1,384 · 96th
- EIN $303M
- RANK 1,384
- PHOTO 96th
- IND 401(k)
- EOY near Southern Ute Indian Tribe Retirement Savings Plan
- 5500 ind #19535
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 District of Columbia →
Brg 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $258M |
|---|---|
| Net Assets (End of Year) | $303M |
| Net Income | $45M |
| Employer EIN | 271451273 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkeley Research Group, LLC)
Sponsor-wide plan assets over time
All Berkeley Research Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $303M 51.85842835492252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,141 | $200M |
| 2023 | 1 | 1,270 | $258M |
| 2024 | 1 | 1,384 | $303M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Brg 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Southern Ute Indian Tribe Retirement Savings Plan in CO ($303M); by covered participants it is Quality Restaurant Concepts, LLC 401(k) Retirement Plan in AL (1,384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($303M here).
- Southern Ute Indian Tribe Retirement Savings Plan (CO) $303M · 1,300
- Olmsted Medical Center Retirement Savings Plan (MN) $303M · 1,364
- Allen Matkins Profit Sharing and 401(k) Plan (CA) $303M · 403
- The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan (MD) $303M · 1,572
Similar participant headcount
Nearest other-state filings by covered participants (1,384 participants); asset peers above are excluded.
- Quality Restaurant Concepts, LLC 401(k) Retirement Plan (AL) 1,384 · 0 off
- Wright-Patt Credit Union, Inc. 401(k) Plan and Trust (OH) 1,384 · 0 off
- Fortra, LLC 401(k) Savings Plan (MN) 1,384 · 0 off
- Flatiron Construction Corp. 401(k) Profit Sharing Plan (CO) 1,384 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.