ESOP · DOL Form 5500 · 2024
A & M Berk Tax Service, Inc. ESOP
Data updated 2026-08-25
- $903K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $225,664
- Avg per participant Above avg balance/head
Official DOL plan name: A & M Berk Tax Service, Inc. Employee Stock Ownership Plan · Sponsored by A & M Berk Tax Service, Inc. · New Jersey · Professional & Technical Services
$903K in assets, 4 participants
A & M Berk Tax Service, Inc.'s A & M Berk Tax Service, Inc. Employee Stock Ownership Plan reported $903K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,493 in Professional & Technical Services (20,173 peers)
A & M Berk Tax Service, Inc. multi-year trail
A & M Berk Tax Service, Inc.'s plans moved +15.0% in assets from 2022 to 2024; this filing shows A & M Berk Tax Service, Inc. Employee Stock Ownership Plan at $903K / 4 participants.
- #3,493
- in Professional & Technical Services (20,173 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $110K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A & M Berk Tax Service, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
A & M Berk Tax Service, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$902,657 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
A & M Berk Tax Service, Inc. Employee Stock Ownership 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. A & M Berk Tax Service, Inc. Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- A & M Berk Tax Service, Inc. Employee Stock Ownership Plan reported net income fell from $228K in the plan year 2023 filing to -$110K in the plan year 2024 filing.
- A & M Berk Tax Service, Inc. Employee Stock Ownership Plan reported participants fell from 6 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- A & M Berk Tax Service, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2023 filing to $903K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 221920230 · A & M Berk Tax Service, Inc. PY 2024 · ESOP
A & M Berk Tax Service, Inc. Employee Stock Ownership Plan · $903K · 4 · 22nd
- TYPE $903K
- NET 4
- BOOK 22nd
- VS-ST ESOP
- BOY near Meadowlark Optics, Inc. Employee Stock Ownership
- SCH ind #3493
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 What is an ESOP? → · Plans in New Jersey →
A & M Berk Tax Service, Inc. Employee Stock Ownership Plan in the asset neighbourhood
A & M Berk Tax Service, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All A & M Berk Tax Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $903K 14.988152866242038% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $785K |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 4 | $903K |
A & M Berk Tax Service, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $903K |
| Net Income | -$110K |
| Employer EIN | 221920230 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Okonite Company Employees Stock Ownership Plan $446M · 1,176
- Conair LLC Savings and Investment Plan $303M · 1,275
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $281M · 1,740
- Amboy Bancorporation Employee Stock Ownership Plan $105M · 199
- Railroad Construction Company, Inc. Employee Stock Ownership Plan $88M · 144
A & M Berk Tax Service, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Jersey, the nearest ESOP by assets is Meadowlark Optics, Inc. Employee Stock Ownership in CO ($902K); by covered participants it is D&o Engineering Co., Inc. Employee Stock Ownership Plan in KS (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($903K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.