401(k) · DOL Form 5500 · 2024

Berg Hill Greenleaf & Ruscitti LLP 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
98
Participants Small participant base
67th
Percentile by assets National rank
$170,785
Avg per participant Above avg balance/head
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Official DOL plan name: Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan · Sponsored by Berg Hill Greenleaf & Ruscitti LLP · Colorado · Professional & Technical Services

$17M in assets, 98 participants

Berg Hill Greenleaf & Ruscitti LLP's Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan reported $17M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,276 in Professional & Technical Services (20,173 peers)

Berg Hill Greenleaf & Ruscitti LLP multi-year trail

Berg Hill Greenleaf & Ruscitti LLP's plans moved +24.5% in assets from 2023 to 2024; this filing shows Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan at $17M / 98 participants.

#13,276
in Professional & Technical Services (20,173 peers)
+24.5%
assets growth YoY

Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan's outsized position by total assets

Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan vs every filed plan by assets

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

$16,736,917 Top 33% higher than 67% 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

Berg Hill Greenleaf & Ruscitti LLP Profit Sharing 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. Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan reported participants fell from 99 in the plan year 2023 filing to 98 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 841605707 · Berg Hill Greenleaf & Ruscitti LLP PY 2024 · 401(k)

Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan · $17M · 98 · 67th

  • PART $17M
  • PART 98
  • PART 67th
  • PART 401(k)
  • PART near Field Nation 401(k)
  • PART ind #13276

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 Colorado →

Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan in the asset neighbourhood

Berg Hill Greenleaf & Ruscitti LLP Profit Sharing PlanBerg Hill Greenleaf & Ruscit…$17MField Nation 401(k)$17MTata Consumer Products 401(k) PlanTata Consumer Products 401(k…$17MPediatric Health Associates Pension PlanPediatric Health Associates …$17MBob Thomas Dealerships 401(k) PlanBob Thomas Dealerships 401(k…$17M
End-of-year total assets ($M) among Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Berg Hill Greenleaf & Ruscitti LLP multi-year asset trail

Sponsor-wide plan assets over time

All Berg Hill Greenleaf & Ruscitti LLP plans reported in each filing year

Latest sponsor-wide plan assets
$17M 24.51275226102204% vs 2023
2024 filing year
$13M$14M$15M$16M$17M$18M 20232024 $13.4M $16.7M ▲ +24.6%
Year Plans Participants Total Assets
2023 1 99 $13M
2024 1 98 $17M

Berg Hill Greenleaf & Ruscitti LLP filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN841605707
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan, Total assets ($B): 0.016736917 · Participants: 98Berg Hill Greenleaf & Ruscitti LLP Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Field Nation 401(k) in MN ($17M); by covered participants it is Premier Medical Group Profit Sharing Plan in NY (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan assets move in 2024? ▼
Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan grew sharply - up 24.5% during 2024, from $13M to $17M. Reported net income was $3M.
How have Berg Hill Greenleaf & Ruscitti LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Berg Hill Greenleaf & Ruscitti LLP's sponsor-wide assets grew 24.5%, from $13M to $17M.
Which 401(k) plans are similar in size to Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Field Nation 401(k) in MN ($17M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Medical Group Profit Sharing Plan in NY (98 participants, $21M 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 841605707.

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.