Other · DOL Form 5500 · 2024
Berkeley Repertory Theatre Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $153,182
- Avg per participant Above avg balance/head
Official DOL plan name: Berkeley Repertory Theatre 403(b) Plan · Sponsored by Berkeley Repertory Theatre · California · Arts, Entertainment & Recreation
$11M in assets, 74 participants
Berkeley Repertory Theatre's Berkeley Repertory Theatre 403(b) Plan reported $11M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #2,161 in Arts, Entertainment & Recreation (2,921 peers)
Berkeley Repertory Theatre multi-year trail
Berkeley Repertory Theatre's plans moved +26.2% in assets from 2022 to 2024; this filing shows Berkeley Repertory Theatre 403(b) Plan at $11M / 74 participants.
- #2,161
- in Arts, Entertainment & Recreation (2,921 peers)
- +10.8%
- assets growth YoY
Berkeley Repertory Theatre 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Berkeley Repertory Theatre 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,335,432 Top 42% higher than 58% 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
Berkeley Repertory Theatre 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkeley Repertory Theatre 403(b) Plan is a small filing (74 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berkeley Repertory Theatre 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Berkeley Repertory Theatre 403(b) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Berkeley Repertory Theatre 403(b) Plan reported participants rose from 71 in the plan year 2023 filing to 74 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941679756 · Berkeley Repertory Theatre PY 2024 · Other
Berkeley Repertory Theatre 403(b) Plan · $11M · 74 · 58th
- PART $11M
- TYPE 74
- NET 58th
- BOOK Other
- VS-ST near Visiting Nurse Association Healthcare Partners of Ohio Savings Plan
- BOY ind #2161
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 Arts, Entertainment & Recreation retirement plans → · Plans in California →
Berkeley Repertory Theatre 403(b) Plan in the asset neighbourhood
Berkeley Repertory Theatre multi-year asset trail
Sponsor-wide plan assets over time
All Berkeley Repertory Theatre plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 26.220562555911854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $9M |
| 2023 | 1 | 71 | $10M |
| 2024 | 1 | 74 | $11M |
Berkeley Repertory Theatre filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 941679756 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Berkeley Repertory Theatre 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Visiting Nurse Association Healthcare Partners of Ohio Savings Plan in OH ($11M); by covered participants it is Catholic Health Association in MO (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (74 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.