Berkeley Group Enterprises, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Berkeley Group Enterprises, Inc. (EIN 81-4268774) is a plan sponsor located in Toms River, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-4268774
Location
Toms River, NJ
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Berkeley Group Enterprises, Inc.

  • 1 loaded plans hold $660K in reported assets.
  • The largest, Berkeley Group Enterprises, Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 8 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$660KSummed across loaded plans$660,000
Total reported assets$660K$660,000
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$660K total assets
Net assets$660KLiabilities
Contributions & income
Total income / additions$85K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$85K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Berkeley Group Enterprises, Inc. Retirement Plan
Participants per plan8Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 8 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Berkeley Group Enterprises, Inc.. Open one for its full reported snapshot.

  1. 2023
    Berkeley Group Enterprises, Inc. Retirement Plan8 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Berkeley Group Enterprises, Inc. report on Form 5500?
Berkeley Group Enterprises, Inc. (EIN 81-4268774) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Berkeley Group Enterprises, Inc.?
The Employer Identification Number (EIN) reported for Berkeley Group Enterprises, Inc. is 81-4268774.
What is the latest Form 5500 filing year for Berkeley Group Enterprises, Inc.?
The latest loaded Form 5500 filing year for Berkeley Group Enterprises, Inc. is 2023.

Related Form 5500 pages