401(k) · DOL Form 5500 · 2024
The Berens Foundation 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $514,667
- Avg per participant High balance/head
Official DOL plan name: Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan · Sponsored by The Berens Foundation · Illinois · Other Services
$2M in assets, 3 participants
The Berens Foundation's Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan reported $2M in total assets and 3 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.
- #3,973 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan ranks #3,973 of 7,719 2024 filers by assets (1300% of the sector average)-$2M for 3 participants.
- #3,973
- in Other Services (7,719 peers)
- -98.3%
- assets change YoY
The plan reported a net loss of $89M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan among the smaller filed plans by assets
Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,544,000 27th percentile higher than 27% 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
Mark H. Berens Charitable Foundation 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. Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan reported net income fell from $26M in the plan year 2023 filing to -$89M in the plan year 2024 filing.
- Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan end-of-year assets fell from $90M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 270600726 · The Berens Foundation PY 2024 · 401(k)
Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan · $2M · 3 · 27th
- 5500 $2M
- 5500 3
- 5500 27th
- 5500 401(k)
- 5500 near Scribner Grain & Lumber Co. Inc. Employee Profit Sharing Plan
- 5500 ind #3973
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 Other Services retirement plans → · Plans in Illinois →
Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$89M |
| Employer EIN | 270600726 |
| Plan Effective Date | 2012-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Berens Foundation)
Sponsor-wide plan assets over time
All The Berens Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 97.60422468288485% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $64M |
| 2023 | 1 | 5 | $90M |
| 2024 | 2 | 3 | $2M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Mark H. Berens Charitable Foundation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Scribner Grain & Lumber Co. Inc. Employee Profit Sharing Plan in NE ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 (3 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.