Berry Appleman & Leiden 401(k) match, vesting and fees

Plan year 2025 filingBal Retirement Plan · Plan 002 · EIN 94-3068076Updated Oct 2026

What Berry Appleman & Leiden's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $2.9M in employer contributions, about $1,839 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$77,276
Average account balance
1,648
Participants (end of year)
$123M
Plan assets (end of year)
0.05%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperT Rowe Price Rps IncSchedule C ↗
Independent auditorBaker Tilly US, LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 266 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.

Berry Appleman & Leiden: employer contribution per participant$1,839
Peer median$2,664
Berry Appleman & Leiden: average balance$77,276
Peer median$119,448
Berry Appleman & Leiden: admin expenses ÷ assets0.05%
Peer median0.09%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $84.1M at the end of plan year 2021 to $123M at the end of plan year 2025.

$84.1M2021$76.5M2022$92.7M2023$99.1M2024$123M2025
End-of-year figures from each plan year's Form 5500 filing for the Berry Appleman & Leiden plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20251,648$123M$2.9M$1,8390.05%Not publishedForm 5500 ↗
20241,536$99.1M$2.9M$1,972<0.01%Not publishedForm 5500 ↗
20231,910$92.7M$2.8M$1,5150.03%Not publishedForm 5500 ↗
20222,070$76.5M$2.9M$1,4330.03%Not publishedForm 5500 ↗
20211,803$84.1M$2M$1,1510.03%Not publishedForm 5500 ↗

Common questions

Does Berry Appleman & Leiden match 401(k) contributions?

The match terms for the Bal Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $2.9M in employer contributions, about $1,839 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Berry Appleman & Leiden 401(k) match vested?

The vesting schedule for the Bal Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Berry Appleman & Leiden 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is T Rowe Price Rps Inc. The plan administrator is Berry Appleman & Leiden LLP.

I left Berry Appleman & Leiden. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Berry Appleman & Leiden LLP, (469) 290-9460) or the recordkeeper, T Rowe Price Rps Inc. The Berry Appleman & Leiden old 401(k) page lists the contacts from every plan filing. Find an old Berry Appleman & Leiden 401(k)

Data from the public Form 5500 annual reports Berry Appleman & Leiden filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Berry Appleman & Leiden. Not financial advice. Report a correction · Methodology