401(k) · DOL Form 5500 · 2024

Berry Appleman & Leiden LLP 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
1,006
Participants Near avg headcount
90th
Percentile by assets National rank
$98,529
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bal Retirement Plan · Sponsored by Berry Appleman & Leiden LLP · California · Professional & Technical Services

$99M in assets, 1,006 participants

Berry Appleman & Leiden LLP's Bal Retirement Plan reported $99M in total assets and 1,006 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,455 in Professional & Technical Services (20,173 peers)

Where Bal Retirement Plan sits by assets

Bal Retirement Plan sits in the top 10% of all filed plans by assets, $99M for 1,006 participants (~$98,529/participant), up 6.9% in 2024.

#18,455
in Professional & Technical Services (20,173 peers)
+6.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Bal Retirement Plan's outsized position by total assets

Bal Retirement Plan vs every filed plan by assets

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

$99,120,588 Top 10% higher than 90% 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

Bal Retirement 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. Bal Retirement Plan lands in the large band (1,006 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bal Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Bal Retirement Plan reported participants fell from 1,423 in the plan year 2023 filing to 1,006 in the plan year 2024 filing.
  • Bal Retirement Plan end-of-year assets rose from $93M in the plan year 2023 filing to $99M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943068076 · Berry Appleman & Leiden LLP PY 2024 · 401(k)

Bal Retirement Plan · $99M · 1,006 · 90th

  • BOOK $99M
  • BOOK 1,006
  • BOOK 90th
  • BOOK 401(k)
  • BOOK near Pipe Fitters Local Union No. 120 Annuity Fund
  • BOOK ind #18455

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 California →

Bal Retirement Plan in the asset neighbourhood

Pipe Fitters Local Union No. 120 Annuity FundPipe Fitters Local Union No.…$99MBal Retirement Plan$99MLumbermens Merchandising Corporation Savings and Retirement PlanLumbermens Merchandising Cor…$99MMclarens, LLC Defined Contribution 401(k) PlanMclarens, LLC Defined Contri…$99MLincoln Technical Institute, Inc 401(k) PlanLincoln Technical Institute,…$99M
End-of-year total assets ($M) among Bal Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$99M
Net Income$6M
Employer EIN943068076
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry Appleman & Leiden LLP)

Sponsor-wide plan assets over time

All Berry Appleman & Leiden LLP plans reported in each filing year

Latest sponsor-wide plan assets
$99M 29.593476748653362% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $76.5M $99.1M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 1,211 $76M
2023 1 1,423 $93M
2024 1 1,006 $99M

Nearby 401(k) Plans in California

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

Bal Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bal Retirement Plan, Total assets ($B): 0.099120588 · Participants: 1006Bal Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bal Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bal Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Pipe Fitters Local Union No. 120 Annuity Fund in OH ($99M); by covered participants it is Andretti Petroleum Group Retirement Savings Plan in OR (1,006 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,006 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 Bal Retirement Plan assets move in 2024? ▼
Bal Retirement Plan grew at a solid clip - up 6.9% during 2024, from $93M to $99M. Reported net income was $6M.
How have Berry Appleman & Leiden LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berry Appleman & Leiden LLP's sponsor-wide assets grew 29.6%, from $76M to $99M.
Where does Bal Retirement Plan rank by assets among Form 5500 filers? ▼
Bal Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bal Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pipe Fitters Local Union No. 120 Annuity Fund in OH ($99M, 1,410 participants).
Which 401(k) plans cover a similar participant headcount to Bal Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Andretti Petroleum Group Retirement Savings Plan in OR (1,006 participants, $36K 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 943068076.

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.