401(k) · DOL Form 5500 · 2024

Dr. Michael Berard 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$743,180
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Michael Berard, Phd, Profit Sharing Plan · Sponsored by Dr. Michael Berard · Louisiana · Healthcare & Social Assistance

$1M in assets, 2 participants

Dr. Michael Berard's Michael Berard, Phd, Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,954 in Healthcare & Social Assistance (16,916 peers)

Dr. Michael Berard multi-year trail

Dr. Michael Berard's plans moved +28.5% in assets from 2022 to 2024; this filing shows Michael Berard, Phd, Profit Sharing Plan at $1M / 2 participants.

#3,954
in Healthcare & Social Assistance (16,916 peers)
+10.4%
assets growth YoY

Michael Berard, Phd, Profit Sharing Plan among the smaller filed plans by assets

Michael Berard, Phd, Profit Sharing Plan vs every filed plan by assets

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

$1,486,359 26th percentile higher than 26% 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

Michael Berard, Phd, 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. Michael Berard, Phd, Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Michael Berard, Phd, Profit Sharing Plan reported net income fell from $189K in the plan year 2023 filing to $140K in the plan year 2024 filing.
  • Michael Berard, Phd, Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 720943325 · Dr. Michael Berard PY 2024 · 401(k)

Michael Berard, Phd, Profit Sharing Plan · $1M · 2 · 26th

  • SCH $1M
  • EBSA 2
  • PART 26th
  • TYPE 401(k)
  • NET near Dearborn Holding Company, LLC 401(k) Union Savings Plan
  • BOOK ind #3954

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 Louisiana →

Michael Berard, Phd, Profit Sharing Plan in the asset neighbourhood

Michael Berard, Phd, Profit Sharing PlanMichael Berard, Phd, Profit …$1MDearborn Holding Company, LLC 401(k) Union Savings PlanDearborn Holding Company, LL…$1MApt Medical Consulting Corporation 401(k) Retirement Savings PlanApt Medical Consulting Corpo…$1MCarolina Contracting & Investments Inc. 401(k) PlanCarolina Contracting & Inves…$1MHamilton-Ryker It Solutions, LLC 401(k) PlanHamilton-Ryker It Solutions,…$1M
End-of-year total assets ($M) among Michael Berard, Phd, Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dr. Michael Berard multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Michael Berard plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.501512078472462% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.16M $1.49M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Dr. Michael Berard filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$140K
Employer EIN720943325
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Michael Berard, Phd, Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Michael Berard, Phd, Profit Sharing Plan, Total assets ($B): 0.001486359 · Participants: 2Michael Berard, Phd, Profit Sharing PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Michael Berard, Phd, Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Michael Berard, Phd, Profit Sharing Plan side-by-side with 3 peers →

Michael Berard, Phd, Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Dearborn Holding Company, LLC 401(k) Union Savings Plan in MI ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Michael Berard, Phd, Profit Sharing Plan assets move in 2024? ▼
Michael Berard, Phd, Profit Sharing Plan grew at a solid clip - up 10.4% during 2024, from $1M to $1M. Reported net income was $140K.
How have Dr. Michael Berard plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Michael Berard's sponsor-wide assets grew 28.5%, from $1M to $1M.
Which 401(k) plans are similar in size to Michael Berard, Phd, Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dearborn Holding Company, LLC 401(k) Union Savings Plan in MI ($1M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Michael Berard, Phd, Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 720943325.

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.