401(k) · DOL Form 5500 · 2024
Berkeley Research Group, LLC 401(k) Plan
Data updated 2026-08-11
- $303M
- Total assets
- 1,384
- Participants
- 96th
- Percentile by assets
- $219,138
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $303M
- total plan assets (2024 EOY)
- 1,384
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $219,138
- avg assets per participant
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.
Brg 401(k) Plan vs the 2024 asset distribution
By assets, Brg 401(k) Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.0x the national average plan size of $100M (721 average participants).
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)
| 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.
Brg 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Brg 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Brg 401(k) Plan assets move in 2024? ▼
How have Berkeley Research Group, LLC plan assets changed over time? ▼
Where does Brg 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Brg 401(k) Plan? ▼
Next read for Brg 401(k) Plan
Scale reading
Ways to act on Brg 401(k) Plan's numbers.
- By total assets, Brg 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
- Berkeley Research Group, LLC's sponsor-wide assets have grown 51.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans