How big is O'MALLEY & Berberich CPAS, P.C.'s plan?

O'MALLEY & Berberich CPAS, P.C.'s plan reported $4.0M in assets and 3 participants for 2025.

Original filing (PDF)20260414144516NAL0022044755001

O'MALLEY & Berberich CPAS, P.C.

Name: O'MALLEY & Berberich CPAS, P.C. — O'MALLEY &, Form 5500 (2025)
Creator: O'MALLEY & Berberich CPAS, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'MALLEY & Berberich CPAS, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · O'MALLEY & Berberich CPAS, P.C.'s O'MALLEY & Berberich CPAS, P.C. 401(k) Profit Sharing Plan held $4.0M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

O'MALLEY & Berberich CPAS, P.C.'s EIN is 86-1026908.

EIN 86-1026908

Plan number 001

Plan year 2025

ACK ID 20260414144516NAL0022044755001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for O'MALLEY & Berberich CPAS, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

O'MALLEY & Berberich CPAS, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'MALLEY & BERBERICH CPAS, P.C..

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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 (90th percentile).

Plan sponsor

Name

O'MALLEY & BERBERICH CPAS, P.C.

EIN

all filings

Address

8535 E. HARTFORD DR., SUITE 108 · SCOTTSDALE, AZ · 852555443

Phone

(480) 778-1751

Industry

CPA Offices· Professional & Technical Services

Plan administrator