401(k) · DOL Form 5500 · 2024

Berchem Moses, P.C. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
59
Participants Small participant base
73rd
Percentile by assets National rank
$395,556
Avg per participant High balance/head
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Official DOL plan name: Berchem Moses, P.C. 401(k) Retirement Plan · Sponsored by Berchem Moses, P.C. · Connecticut · Professional & Technical Services

$23M in assets, 59 participants

Berchem Moses, P.C.'s Berchem Moses, P.C. 401(k) Retirement Plan reported $23M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,670 in Professional & Technical Services (20,173 peers)

Berchem Moses, P.C. multi-year trail

Berchem Moses, P.C.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows Berchem Moses, P.C. 401(k) Retirement Plan at $23M / 59 participants.

#14,670
in Professional & Technical Services (20,173 peers)
+16.2%
assets growth YoY

Berchem Moses, P.C. 401(k) Retirement Plan's outsized position by total assets

Berchem Moses, P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$23,337,798 Top 27% higher than 73% 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

Berchem Moses, P.C. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berchem Moses, P.C. 401(k) Retirement Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berchem Moses, P.C. 401(k) Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Berchem Moses, P.C. 401(k) Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Berchem Moses, P.C. 401(k) Retirement Plan reported participants rose from 57 in the plan year 2023 filing to 59 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060902199 · Berchem Moses, P.C. PY 2024 · 401(k)

Berchem Moses, P.C. 401(k) Retirement Plan · $23M · 59 · 73rd

  • VS-ST $23M
  • VS-ST 59
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Simona America Group 401(k) Profit Sharing Plan
  • VS-ST ind #14670

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 Connecticut →

Berchem Moses, P.C. 401(k) Retirement Plan in the asset neighbourhood

Berchem Moses, P.C. 401(k) Retirement PlanBerchem Moses, P.C. 401(k) R…$23MSimona America Group 401(k) Profit Sharing PlanSimona America Group 401(k) …$23MMonument Group, L.P. Profit Sharing PlanMonument Group, L.P. Profit …$23MBoca West Country Club 401(k) Retirement PlanBoca West Country Club 401(k…$23MThe Dewinter Group 401(k) PlanThe Dewinter Group 401(k) Pl…$23M
End-of-year total assets ($M) among Berchem Moses, P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Berchem Moses, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Berchem Moses, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 36.58246505450207% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.1M $23.3M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 57 $17M
2023 1 57 $20M
2024 1 59 $23M

Berchem Moses, P.C. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN060902199
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Berchem Moses, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Berchem Moses, P.C. 401(k) Retirement Plan, Total assets ($B): 0.023337798 · Participants: 59Berchem Moses, P.C. 401(k) Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Berchem Moses, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Berchem Moses, P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Berchem Moses, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Simona America Group 401(k) Profit Sharing Plan in PA ($23M); by covered participants it is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Berchem Moses, P.C. 401(k) Retirement Plan assets move in 2024? ▼
Berchem Moses, P.C. 401(k) Retirement Plan grew sharply - up 16.2% during 2024, from $20M to $23M. Reported net income was $3M.
How have Berchem Moses, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berchem Moses, P.C.'s sponsor-wide assets grew 36.6%, from $17M to $23M.
Which 401(k) plans are similar in size to Berchem Moses, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simona America Group 401(k) Profit Sharing Plan in PA ($23M, 340 participants).
Which 401(k) plans cover a similar participant headcount to Berchem Moses, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 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 060902199.

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.