How big is Berger Engineering and Survey's plan?

Berger Engineering and Survey's plan reported $947K in assets and 3 participants for 2024.

Original filing (PDF)20250530125331NAL0005219059001

Berger Engineering and Survey

Name: Berger Engineering and Survey — Berger Engineering, Form 5500 (2024)
Creator: Berger Engineering and Survey
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berger Engineering and Survey 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Berger Engineering and Survey's Berger Engineering and Survey 401(k) Profit Sharing Plan & Trust held $947K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$947K

Net assets (EOY)

$947K

People on this filing

Joseph Berger signed Berger Engineering and Survey's 2024 Form 5500 as plan administrator.

Joseph Berger — 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

Berger Engineering and Survey's EIN is 26-4369393.

EIN 26-4369393

Plan number 001

Plan year 2024

ACK ID 20250530125331NAL0005219059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berger Engineering and Survey from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berger Engineering and Survey'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 BERGER ENGINEERING AND SURVEY.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

BERGER ENGINEERING AND SURVEY

EIN

all filings

Address

100 FULTON AVE. · POUGHKEEPSIE, NY · 12603

Phone

(845) 471-7383

Industry

Construction

Plan administrator