401(k) · DOL Form 5500 · 2024

Vocelle & Berg, LLC 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
$511,928
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vocelle & Berg, LLP 401(k) Profit Sharing Plan · Sponsored by Vocelle & Berg, LLC · Florida · Professional & Technical Services

$2M in assets, 3 participants

Vocelle & Berg, LLC's Vocelle & Berg, LLP 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.

  • #4,470 in Professional & Technical Services (20,173 peers)

Vocelle & Berg, LLC multi-year trail

Vocelle & Berg, LLC's plans moved -15.0% in assets from 2022 to 2024; this filing shows Vocelle & Berg, LLP 401(k) Profit Sharing Plan at $2M / 3 participants.

#4,470
in Professional & Technical Services (20,173 peers)
+4.8%
assets growth YoY

Vocelle & Berg, LLP 401(k) Profit Sharing Plan among the smaller filed plans by assets

Vocelle & Berg, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,535,784 27th percentile higher than 27% 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

Vocelle & Berg, LLP 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. Vocelle & Berg, LLP 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

  • Vocelle & Berg, LLP 401(k) Profit Sharing Plan reported net income rose from -$342K in the plan year 2023 filing to $71K in the plan year 2024 filing.
  • Vocelle & Berg, LLP 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Vocelle & Berg, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 205935145 · Vocelle & Berg, LLC PY 2024 · 401(k)

Vocelle & Berg, LLP 401(k) Profit Sharing Plan · $2M · 3 · 27th

  • 5500 $2M
  • 5500 3
  • 5500 27th
  • 5500 401(k)
  • 5500 near Brittain and Crawford, L.L.C. 401(k) Salary Reduction Plan
  • 5500 ind #4470

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 Florida →

Vocelle & Berg, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Vocelle & Berg, LLP 401(k) Profit Sharing PlanVocelle & Berg, LLP 401(k) P…$2MBrittain and Crawford, L.L.C. 401(k) Salary Reduction PlanBrittain and Crawford, L.L.C…$2M200fly Inc. Retirement Plan$2MFresh Duds Inc 401(k) Plan$2MInstitutes of Health Behavioral Medicine and Medical Psychology, Inc. 401(k) Profit Sharing Plan & TrustInstitutes of Health Behavio…$2M
End-of-year total assets ($M) among Vocelle & Berg, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vocelle & Berg, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Vocelle & Berg, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.992297861058173% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.81M $1.54M ▼ -14.9%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 4 $1M
2024 1 3 $2M

Vocelle & Berg, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$71K
Employer EIN205935145
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Vocelle & Berg, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Vocelle & Berg, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.001535784 · Participants: 3Vocelle & Berg, LLP 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Vocelle & Berg, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Vocelle & Berg, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Vocelle & Berg, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Brittain and Crawford, L.L.C. 401(k) Salary Reduction Plan in TX ($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.

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.

Frequently Asked Questions

How did Vocelle & Berg, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Vocelle & Berg, LLP 401(k) Profit Sharing Plan edged up modestly - up 4.8% during 2024, from $1M to $2M. Reported net income was $71K.
How have Vocelle & Berg, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vocelle & Berg, LLC's sponsor-wide assets declined 15.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Vocelle & Berg, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brittain and Crawford, L.L.C. 401(k) Salary Reduction Plan in TX ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Vocelle & Berg, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 205935145.

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.