How big is Berkeley Student Cooperative's plan?

Berkeley Student Cooperative's plan reported $2.8M in assets and 47 participants for 2023.

Original filing (PDF)20250723174130NAL0011187698001

Berkeley Student Cooperative

Name: Berkeley Student Cooperative — Form 5500 (2023)
Creator: Berkeley Student Cooperative
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · Berkeley Student Cooperative held $2.8M in plan assets for 47 participants in 2023.

Signals · 2

Late filing · 2.3 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Joshua Fenton signed Berkeley Student Cooperative's 2023 Form 5500 as plan administrator.

Joshua Fenton — 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 Student Cooperative's EIN is 94-0948140.

EIN 94-0948140

Plan number 001

Plan year 2023

ACK ID 20250723174130NAL0011187698001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Berkeley Student Cooperative from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Berkeley Student Cooperative's plan includes a 403(b) annuity.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.3 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score