401(k) · DOL Form 5500 · 2024

Berliner Cohen, LLP 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
101
Participants Small participant base
85th
Percentile by assets National rank
$535,242
Avg per participant High balance/head
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Official DOL plan name: Berliner Cohen Retirement Plan · Sponsored by Berliner Cohen, LLP · California · Professional & Technical Services

$54M in assets, 101 participants

Berliner Cohen, LLP's Berliner Cohen Retirement Plan reported $54M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,315 in Professional & Technical Services (20,173 peers)

Coverage in California

Berliner Cohen Retirement Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $54M.

#17,315
in Professional & Technical Services (20,173 peers)
+19.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Berliner Cohen Retirement Plan's outsized position by total assets

Berliner Cohen Retirement Plan vs every filed plan by assets

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

$54,059,417 Top 15% higher than 85% 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

Berliner Cohen 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. Berliner Cohen Retirement Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berliner Cohen Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Berliner Cohen Retirement Plan end-of-year assets rose from $45M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Berliner Cohen Retirement Plan reported participants rose from 97 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 941736834 · Berliner Cohen, LLP PY 2024 · 401(k)

Berliner Cohen Retirement Plan · $54M · 101 · 85th

  • RANK $54M
  • RANK 101
  • RANK 85th
  • RANK 401(k)
  • RANK near Gray Reed Profit Sharing Plan
  • RANK ind #17315

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 California →

Berliner Cohen Retirement Plan in the asset neighbourhood

Gray Reed Profit Sharing Plan$54MColumbia Grain Savings Plan$54MBerliner Cohen Retirement PlanBerliner Cohen Retirement Pl…$54MGlen Mills Schools Savings and Protection PlanGlen Mills Schools Savings a…$54MRosecrance 401(k) Savings PlanRosecrance 401(k) Savings Pl…$54M
End-of-year total assets ($M) among Berliner Cohen Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$54M
Net Income$9M
Employer EIN941736834
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berliner Cohen, LLP)

Sponsor-wide plan assets over time

All Berliner Cohen, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$54M 19.251216492440214% vs 2023
2024 filing year
$40M$45M$50M$55M 20232024 $45.3M $54.1M ▲ +19.3%
Year Plans Participants Total Assets
2023 1 97 $45M
2024 1 101 $54M

Nearby 401(k) Plans in California

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

Berliner Cohen Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Berliner Cohen Retirement Plan, Total assets ($B): 0.054059417 · Participants: 101Berliner Cohen Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Berliner Cohen Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Berliner Cohen Retirement Plan side-by-side with 3 peers →

Berliner Cohen Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gray Reed Profit Sharing Plan in TX ($54M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Berliner Cohen Retirement Plan assets move in 2024? ▼
Berliner Cohen Retirement Plan grew sharply - up 19.3% during 2024, from $45M to $54M. Reported net income was $9M.
How have Berliner Cohen, LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Berliner Cohen, LLP's sponsor-wide assets grew 19.3%, from $45M to $54M.
Where does Berliner Cohen Retirement Plan rank by assets among Form 5500 filers? ▼
Berliner Cohen Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Berliner Cohen Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gray Reed Profit Sharing Plan in TX ($54M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Berliner Cohen Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 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 941736834.

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.