401(k) · DOL Form 5500 · 2024

Berkeley Citizens, Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
145
Participants Small participant base
49th
Percentile by assets National rank
$48,952
Avg per participant Low balance/head
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Official DOL plan name: Berkeley Citizens, Inc. Retirement Plan · Sponsored by Berkeley Citizens, Inc · South Carolina · Healthcare & Social Assistance

$7M in assets, 145 participants

Berkeley Citizens, Inc's Berkeley Citizens, Inc. Retirement Plan reported $7M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,018 in Healthcare & Social Assistance (16,916 peers)

Coverage in South Carolina

Berkeley Citizens, Inc. Retirement Plan covers 145 participants in South Carolina, about 39% of the average South Carolina filer (state average ~369 per filing). Assets: $7M.

#9,018
in Healthcare & Social Assistance (16,916 peers)
+17.0%
assets growth YoY

Berkeley Citizens, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Berkeley Citizens, Inc. Retirement Plan vs every filed plan by assets

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

$7,098,005 49th percentile higher than 49% 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

Berkeley Citizens, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkeley Citizens, Inc. Retirement Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berkeley Citizens, Inc. Retirement Plan reported net income rose from $659K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Berkeley Citizens, Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Berkeley Citizens, Inc. Retirement Plan reported participants rose from 136 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 570698682 · Berkeley Citizens, Inc PY 2024 · 401(k)

Berkeley Citizens, Inc. Retirement Plan · $7M · 145 · 49th

  • ASSETS $7M
  • PCT 145
  • EIN 49th
  • RANK 401(k)
  • PHOTO near Catalysis LLC 401(k) Profit Sharing Plan & Trust
  • IND ind #9018

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 South Carolina →

Berkeley Citizens, Inc. Retirement Plan in the asset neighbourhood

Berkeley Citizens, Inc. Retirement PlanBerkeley Citizens, Inc. Reti…$7MCatalysis LLC 401(k) Profit Sharing Plan & TrustCatalysis LLC 401(k) Profit …$7MFrontier Waste Solutions 401(k) PlanFrontier Waste Solutions 401…$7MPbhk, Inc. Retirement Plan$7MPetrosmith 401(k) Plan$7M
End-of-year total assets ($M) among Berkeley Citizens, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN570698682
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkeley Citizens, Inc)

Sponsor-wide plan assets over time

All Berkeley Citizens, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.262641047600148% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.41M $7.1M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 148 $5M
2023 1 136 $6M
2024 1 145 $7M

Nearby 401(k) Plans in South Carolina

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

Berkeley Citizens, Inc. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Berkeley Citizens, Inc. Retirement Plan, Total assets ($B): 0.007098005 · Participants: 145Berkeley Citizens, Inc. Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Berkeley Citizens, Inc. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Berkeley Citizens, Inc. Retirement Plan side-by-side with 3 peers →

Berkeley Citizens, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Catalysis LLC 401(k) Profit Sharing Plan & Trust in WA ($7M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Berkeley Citizens, Inc. Retirement Plan assets move in 2024? ▼
Berkeley Citizens, Inc. Retirement Plan grew sharply - up 17.0% during 2024, from $6M to $7M. Reported net income was $1M.
How have Berkeley Citizens, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkeley Citizens, Inc's sponsor-wide assets grew 31.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Berkeley Citizens, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Catalysis LLC 401(k) Profit Sharing Plan & Trust in WA ($7M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Berkeley Citizens, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 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 570698682.

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.