401(k) · DOL Form 5500 · 2024

Tim J. Berman, Cpa 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$819,597
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tim J. Berman, Cpa Profit Sharing Plan · Sponsored by Tim J. Berman, Cpa · Pennsylvania · Professional & Technical Services

$2M in assets, 2 participants

Tim J. Berman, Cpa's Tim J. Berman, Cpa Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,617 in Professional & Technical Services (20,173 peers)

Tim J. Berman, Cpa multi-year trail

Tim J. Berman, Cpa's plans moved +14.3% in assets from 2022 to 2024; this filing shows Tim J. Berman, Cpa Profit Sharing Plan at $2M / 2 participants.

#4,617
in Professional & Technical Services (20,173 peers)
+4.3%
assets growth YoY

Tim J. Berman, Cpa Profit Sharing Plan among the smaller filed plans by assets

Tim J. Berman, Cpa Profit Sharing Plan vs every filed plan by assets

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

$1,639,194 27th percentile higher than 27% 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

Tim J. Berman, Cpa 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. Tim J. Berman, Cpa 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

  • Tim J. Berman, Cpa Profit Sharing Plan reported net income fell from $137K in the plan year 2023 filing to $67K in the plan year 2024 filing.
  • Tim J. Berman, Cpa Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 621703368 · Tim J. Berman, Cpa PY 2024 · 401(k)

Tim J. Berman, Cpa Profit Sharing Plan · $2M · 2 · 27th

  • ASSETS $2M
  • ASSETS 2
  • ASSETS 27th
  • ASSETS 401(k)
  • ASSETS near Sparta Farms LP 401(k) Plan
  • ASSETS ind #4617

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 →

Tim J. Berman, Cpa Profit Sharing Plan in the asset neighbourhood

Tim J. Berman, Cpa Profit Sharing PlanTim J. Berman, Cpa Profit Sh…$2MSparta Farms LP 401(k) Plan$2MAccugov, Inc. 401(k) Profit Sharing PlanAccugov, Inc. 401(k) Profit …$2MThe R.a. Siegel Company Profit Sharing PlanThe R.a. Siegel Company Prof…$2MMona Hardas, Md, PC 401(k) Profit Sharing PlanMona Hardas, Md, PC 401(k) P…$2M
End-of-year total assets ($M) among Tim J. Berman, Cpa Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tim J. Berman, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Tim J. Berman, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.251680813425876% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M 202220232024 $1.43M $1.64M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Tim J. Berman, Cpa filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$67K
Employer EIN621703368
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Tim J. Berman, Cpa Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Tim J. Berman, Cpa Profit Sharing Plan, Total assets ($B): 0.001639194 · Participants: 2Tim J. Berman, Cpa Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Tim J. Berman, Cpa Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Tim J. Berman, Cpa Profit Sharing Plan side-by-side with 3 peers →

Tim J. Berman, Cpa Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sparta Farms LP 401(k) Plan in NY ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Tim J. Berman, Cpa Profit Sharing Plan assets move in 2024? ▼
Tim J. Berman, Cpa Profit Sharing Plan edged up modestly - up 4.3% during 2024, from $2M to $2M. Reported net income was $67K.
How have Tim J. Berman, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tim J. Berman, Cpa's sponsor-wide assets grew 14.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Tim J. Berman, Cpa Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sparta Farms LP 401(k) Plan in NY ($2M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Tim J. Berman, Cpa Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 621703368.

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.