How big is The Berkeley Retirement Home's plan?

The Berkeley Retirement Home's plan reported $651K in assets for 2024.

Original filing (PDF)20251015080504NAL0004303745001

The Berkeley Retirement Home

Name: The Berkeley Retirement Home — The Berkeley, Form 5500 (2024)
Creator: The Berkeley Retirement Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Berkeley Retirement Home 401(k) Plan

401(k) retirement plan · The Berkeley Retirement Home's The Berkeley Retirement Home 401(k) Plan reported $651K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$651K

Net assets (EOY)

$651K

People on this filing

James Lynch signed The Berkeley Retirement Home's 2024 Form 5500 as plan administrator.

James Lynch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Berkeley Retirement Home's EIN is 04-2104374.

EIN 04-2104374

Plan number 001

Plan year 2024

ACK ID 20251015080504NAL0004303745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Berkeley Retirement Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Berkeley Retirement Home's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BERKELEY RETIREMENT HOME.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score