401(k) · DOL Form 5500 · 2024
Berg Senior Services, LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $70,736
- Avg per participant Below avg balance/head
Official DOL plan name: Berg Senior Services LLC 401(k) Ps Plan & Trust · Sponsored by Berg Senior Services, LLC · California · Healthcare & Social Assistance
$11M in assets, 152 participants
Berg Senior Services, LLC's Berg Senior Services LLC 401(k) Ps Plan & Trust reported $11M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,614 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Berg Senior Services LLC 401(k) Ps Plan & Trust covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $11M.
- #10,614
- in Healthcare & Social Assistance (16,916 peers)
- +13.4%
- assets growth YoY
Berg Senior Services LLC 401(k) Ps Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Berg Senior Services LLC 401(k) Ps Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,751,933 Top 43% higher than 57% 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
Berg Senior Services LLC 401(k) Ps Plan & Trust 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. Berg Senior Services LLC 401(k) Ps Plan & Trust sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berg Senior Services LLC 401(k) Ps Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Berg Senior Services LLC 401(k) Ps Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 100006094 · Berg Senior Services, LLC PY 2024 · 401(k)
Berg Senior Services LLC 401(k) Ps Plan & Trust · $11M · 152 · 57th
- NET $11M
- BOOK 152
- VS-ST 57th
- BOY 401(k)
- SCH near Frankies' Fun Park 401(k) Plan
- EBSA ind #10614
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Berg Senior Services LLC 401(k) Ps Plan & Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 100006094 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berg Senior Services, LLC)
Sponsor-wide plan assets over time
All Berg Senior Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 34.90184048310015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $8M |
| 2023 | 1 | 151 | $9M |
| 2024 | 1 | 152 | $11M |
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
Berg Senior Services LLC 401(k) Ps Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Frankies' Fun Park 401(k) Plan in SC ($11M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Frankies' Fun Park 401(k) Plan (SC) $11M · 248
- Coworx Staffing Services 401(k) Plan (NJ) $11M · 3,272
- The Beechwood Organization 401(k) Plan (NY) $11M · 194
- Schenectady Family Health Services 401(k) Plan (NY) $11M · 159
Similar participant headcount
Nearest other-state filings by covered participants (152 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.