How big is Berkeley, Inc.'s plan?

Berkeley, Inc.'s plan reported $957K in assets and 6 participants for 2025.

Original filing (PDF)20260415165615NAL0035157330001

Berkeley, Inc.

Name: Berkeley, Inc. — Berkeley, Inc. Retirement Trust, Form 5500 (2025)
Creator: Berkeley, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkeley, Inc. Retirement Trust

401(k) retirement plan · Berkeley, Inc.'s Berkeley, Inc. Retirement Trust held $957K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$957K

Net assets (EOY)

$957K

People on this filing

Steve White signed Berkeley, Inc.'s 2025 Form 5500 as plan administrator.

Steve White — 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

Berkeley, Inc.'s EIN is 82-0495475.

EIN 82-0495475

Plan number 001

Plan year 2025

ACK ID 20260415165615NAL0035157330001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Berkeley, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Berkeley, Inc.'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 BERKELEY, INC..

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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