401(k) · DOL Form 5500 · 2024
Law Office of David J. Berney, P.C 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan · Sponsored by Law Office of David J. Berney, P.C · Pennsylvania · Professional & Technical Services
$2M in assets, 2 participants
Law Office of David J. Berney, P.C's Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #5,084 in Professional & Technical Services (20,173 peers)
Law Office of David J. Berney, P.C multi-year trail
Law Office of David J. Berney, P.C's plans moved +52.0% in assets from 2022 to 2024; this filing shows Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan at $2M / 2 participants.
- #5,084
- in Professional & Technical Services (20,173 peers)
- +21.5%
- assets growth YoY
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,003,935 29th percentile higher than 29% 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
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan reported net income rose from $330K in the plan year 2023 filing to $355K in the plan year 2024 filing.
DOL schedule card
Filing strip 262517340 · Law Office of David J. Berney, P.C PY 2024 · 401(k)
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan · $2M · 2 · 29th
- NET $2M
- NET 2
- NET 29th
- NET 401(k)
- NET near Strato Transit Components, LLC Savings Plan
- NET ind #5084
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 →
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Law Office of David J. Berney, P.C multi-year asset trail
Sponsor-wide plan assets over time
All Law Office of David J. Berney, P.C plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 52.007873717107515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
Law Office of David J. Berney, P.C filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $355K |
| Employer EIN | 262517340 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Strato Transit Components, LLC Savings Plan in NJ ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.