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Department of Labor filing

BERKELEY COLLEGE

BERKELEY COLLEGE RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 30, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support
Not reported

Reported employer contributions per active participant.

#People in the filing
469

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$216 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 22% of comparable plans
↗Investment performance
Not available

Plan assets changed 9.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributionsNot enough dataTypical peer $1,873 · based on 503 comparable plans
Lower reported administrative expense22nd percentileTypical peer $108 · based on 522 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BERKELEY COLLEGE reported Not reported in employer contributions across the plan and 469 active participants. That works out to Not reported per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy59%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 22.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
Not reported
Participant contributions
$3,125,219
Other contributions
$60,575
Employer share of reported contributions
Not reported
Beginning assets
$98,594,854
Ending assets
$108,142,534
Ending net assets
$108,142,534
Ending liabilities
$0
Total income
$16,875,116
Total expenses
$7,327,436
Administrative expenses
$176,161
Participant loans
$998,840

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
Not reported
2023
Not reported
2024
Not reported
Plan-paid administrative expenses per participant
2022
$176
2023
$167
2024
$216
Active participants
2022
486
2023
480
2024
469
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024Not reported469108.1M20250930164528NAL0019737218001
2023Not reported48098.6M20241003163755NAL0005927091001
2022Not reported48691.2M20230928114609NAL0016765856001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.9%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
222810633-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jul 1, 1989
Industry
Educational services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
BOSTON PARTNERS2024Not reportedunknown
INVESCO2024Not reportedunknown
METROPOLITAN WEST2024Not reportedunknown
TCW GALILEO FUNDS2024Not reportedunknown
TRANSAMERICA FUNDS2024Not reportedunknown
TSW2024Not reportedunknown
VANGUARD MARKETING CORP2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT2024Not reportedunknown
VIRTUS MUTUAL FUNDS2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250930164528NAL0019737218001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗