401(k) · DOL Form 5500 · 2024

Matthew Berger Services Company, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
89
Participants Small participant base
32nd
Percentile by assets National rank
$28,758
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Matthew Berger Services Company, Inc. Employee Stock Ownership Plan · Sponsored by Matthew Berger Services Company, Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 89 participants

Matthew Berger Services Company, Inc.'s Matthew Berger Services Company, Inc. Employee Stock Ownership Plan reported $3M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,323 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Matthew Berger Services Company, Inc. Employee Stock Ownership Plan surged 1173.0% in 2024 ($201K → $3M) for 89 participants.

#5,323
in Healthcare & Social Assistance (16,916 peers)
+1173.0%
assets growth YoY

Matthew Berger Services Company, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Matthew Berger Services Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,559,500 32nd percentile higher than 32% 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

Matthew Berger Services Company, Inc. Employee Stock Ownership 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. Matthew Berger Services Company, Inc. Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 992328002 · Matthew Berger Services Company, Inc. PY 2024 · 401(k)

Matthew Berger Services Company, Inc. Employee Stock Ownership Plan · $3M · 89 · 32nd

  • EOY $3M
  • 5500 89
  • ASSETS 32nd
  • PCT 401(k)
  • EIN near Hedgefacts, LLP 401(k) Profit Sharing Plan
  • RANK ind #5323

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 Pennsylvania →

Matthew Berger Services Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Matthew Berger Services Company, Inc. Employee Stock Ownership PlanMatthew Berger Services Comp…$3MHedgefacts, LLP 401(k) Profit Sharing PlanHedgefacts, LLP 401(k) Profi…$3MBalmain (USA), LLC 401(k) Retirement PlanBalmain (USA), LLC 401(k) Re…$3MRosen's Diversified Union Employees 401(k) Retirement PlanRosen's Diversified Union Em…$3MPersonnel Consulting Group, L.L.C. 401(k) PlanPersonnel Consulting Group, …$3M
End-of-year total assets ($M) among Matthew Berger Services Company, Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$201K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN992328002
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Matthew Berger Services Company, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Matthew Berger Services Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0025595 · Participants: 89Matthew Berger Services Company, Inc. Employee Stock Ownership 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
Matthew Berger Services Company, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Matthew Berger Services Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Matthew Berger Services Company, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hedgefacts, LLP 401(k) Profit Sharing Plan in OH ($3M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Matthew Berger Services Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Matthew Berger Services Company, Inc. Employee Stock Ownership Plan surged - up 1173.0% during 2024, from $201K to $3M. Reported net income was $2M.
Which 401(k) plans are similar in size to Matthew Berger Services Company, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hedgefacts, LLP 401(k) Profit Sharing Plan in OH ($3M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Matthew Berger Services Company, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants, $20M 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 992328002.

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.