Other · DOL Form 5500 · 2024

Berks Counseling Center, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
114
Participants Small participant base
30th
Percentile by assets National rank
$18,522
Avg per participant Low balance/head
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Official DOL plan name: Berks Counseling Center, Inc. 403(b) Retirement Plan · Sponsored by Berks Counseling Center, Inc. · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 114 participants

Berks Counseling Center, Inc.'s Berks Counseling Center, Inc. 403(b) Retirement Plan reported $2M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,793 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Berks Counseling Center, Inc. 403(b) Retirement Plan covers 114 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#4,793
in Healthcare & Social Assistance (16,916 peers)
+23.0%
assets growth YoY

Berks Counseling Center, Inc. 403(b) Retirement Plan among the smaller filed plans by assets

Berks Counseling Center, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$2,111,533 30th percentile higher than 30% 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

Berks Counseling Center, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berks Counseling Center, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berks Counseling Center, Inc. 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Berks Counseling Center, Inc. 403(b) Retirement Plan reported net income fell from $423K in the plan year 2023 filing to $395K in the plan year 2024 filing.
  • Berks Counseling Center, Inc. 403(b) Retirement Plan reported participants fell from 119 in the plan year 2023 filing to 114 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232043478 · Berks Counseling Center, Inc. PY 2024 · Other

Berks Counseling Center, Inc. 403(b) Retirement Plan · $2M · 114 · 30th

  • VS-ST $2M
  • BOY 114
  • SCH 30th
  • EBSA Other
  • PART near Vietnam Veterans of San Diego, Inc. 403(b) Plan
  • TYPE ind #4793

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 →

Berks Counseling Center, Inc. 403(b) Retirement Plan in the asset neighbourhood

Candler Health System, Inc. Tax Deferred Plan for EmployeesCandler Health System, Inc. …$2MCommunity Program Centers of Long Island, Inc. 403Community Program Centers of…$2MBerks Counseling Center, Inc. 403(b) Retirement PlanBerks Counseling Center, Inc…$2MVietnam Veterans of San Diego, Inc. 403(b) PlanVietnam Veterans of San Dieg…$2MPorters Neck Village Retirement ProgramPorters Neck Village Retirem…$2M
End-of-year total assets ($M) among Berks Counseling Center, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$395K
Employer EIN232043478
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berks Counseling Center, Inc.)

Sponsor-wide plan assets over time

All Berks Counseling Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 63.201449969856704% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.29M $2.11M ▲ +63.6%
Year Plans Participants Total Assets
2022 1 105 $1M
2023 1 119 $2M
2024 1 114 $2M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Berks Counseling Center, Inc. 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Berks Counseling Center, Inc. 403(b) Retirement Plan, Total assets ($B): 0.002111533 · Participants: 114Berks Counseling Center, Inc. 403(b) Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Berks Counseling Center, Inc. 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Berks Counseling Center, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Berks Counseling Center, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Vietnam Veterans of San Diego, Inc. 403(b) Plan in CA ($2M); by covered participants it is Central Christian College 403(b) DC Plan in KS (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Berks Counseling Center, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Berks Counseling Center, Inc. 403(b) Retirement Plan grew sharply - up 23.0% during 2024, from $2M to $2M. Reported net income was $395K.
How have Berks Counseling Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berks Counseling Center, Inc.'s sponsor-wide assets grew 63.2%, from $1M to $2M.
Which Other plans are similar in size to Berks Counseling Center, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Vietnam Veterans of San Diego, Inc. 403(b) Plan in CA ($2M, 109 participants).
Which Other plans cover a similar participant headcount to Berks Counseling Center, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Central Christian College 403(b) DC Plan in KS (114 participants, $7M 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 232043478.

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.