Civic Intelligence

Berman and Sons Inc.

Plan context: Berman and Sons Employee 401K Plan

EIN 04-2393869 • Stoneham, MA • 27 filings • 4 plans

Two Main Street, Suite 200Stoneham, MA 02180
Current Snapshot

Latest Year

2025

2025 Participants

75

2025 Assets

$11,241,750

2025 Contributions

$885,601

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,241,750$5,620,875$0199920132025YearValue
$11,241,750Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

75380199920122025YearValue
75Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025175$11,241,750$885,601$11,808iApproximate average salary by contribution assumption: employee only about $295,200 at 4% or $196,800 at 6%; with 50% employer match about $196,800 at 4% or $131,200 at 6%; with 100% employer match about $147,600 at 4% or $98,400 at 6%.
Berman and Sons Employee 401K Plan-75$11,241,750$885,601$11,808iApproximate average salary by contribution assumption: employee only about $295,200 at 4% or $196,800 at 6%; with 50% employer match about $196,800 at 4% or $131,200 at 6%; with 100% employer match about $147,600 at 4% or $98,400 at 6%.
2024174$9,467,841$861,111$11,637iApproximate average salary by contribution assumption: employee only about $290,916 at 4% or $193,944 at 6%; with 50% employer match about $193,944 at 4% or $129,296 at 6%; with 100% employer match about $145,458 at 4% or $96,972 at 6%.
Berman and Sons Employee 401K Plan-74$9,467,841$861,111$11,637iApproximate average salary by contribution assumption: employee only about $290,916 at 4% or $193,944 at 6%; with 50% employer match about $193,944 at 4% or $129,296 at 6%; with 100% employer match about $145,458 at 4% or $96,972 at 6%.
2023162$8,930,818$1,150,132$18,551iApproximate average salary by contribution assumption: employee only about $463,763 at 4% or $309,175 at 6%; with 50% employer match about $309,175 at 4% or $206,117 at 6%; with 100% employer match about $231,881 at 4% or $154,588 at 6%.
Berman and Sons Employee 401K Plan-62$8,930,818$1,150,132$18,551iApproximate average salary by contribution assumption: employee only about $463,763 at 4% or $309,175 at 6%; with 50% employer match about $309,175 at 4% or $206,117 at 6%; with 100% employer match about $231,881 at 4% or $154,588 at 6%.
2022162$6,954,462$690,911$11,144iApproximate average salary by contribution assumption: employee only about $278,593 at 4% or $185,729 at 6%; with 50% employer match about $185,729 at 4% or $123,819 at 6%; with 100% employer match about $139,297 at 4% or $92,864 at 6%.
Berman and Sons Employee 401K Plan-62$6,954,462$690,911$11,144iApproximate average salary by contribution assumption: employee only about $278,593 at 4% or $185,729 at 6%; with 50% employer match about $185,729 at 4% or $123,819 at 6%; with 100% employer match about $139,297 at 4% or $92,864 at 6%.
2021169$8,224,398$693,664$10,053iApproximate average salary by contribution assumption: employee only about $251,328 at 4% or $167,552 at 6%; with 50% employer match about $167,552 at 4% or $111,701 at 6%; with 100% employer match about $125,664 at 4% or $83,776 at 6%.
Berman and Sons Employee 401K Plan-69$8,224,398$693,664$10,053iApproximate average salary by contribution assumption: employee only about $251,328 at 4% or $167,552 at 6%; with 50% employer match about $167,552 at 4% or $111,701 at 6%; with 100% employer match about $125,664 at 4% or $83,776 at 6%.
2020159$6,972,604$679,525$11,517iApproximate average salary by contribution assumption: employee only about $287,934 at 4% or $191,956 at 6%; with 50% employer match about $191,956 at 4% or $127,971 at 6%; with 100% employer match about $143,967 at 4% or $95,978 at 6%.
Berman and Sons Employee 401K Plan-59$6,972,604$679,525$11,517iApproximate average salary by contribution assumption: employee only about $287,934 at 4% or $191,956 at 6%; with 50% employer match about $191,956 at 4% or $127,971 at 6%; with 100% employer match about $143,967 at 4% or $95,978 at 6%.
2019153$5,588,999$608,579$11,483iApproximate average salary by contribution assumption: employee only about $287,066 at 4% or $191,377 at 6%; with 50% employer match about $191,377 at 4% or $127,585 at 6%; with 100% employer match about $143,533 at 4% or $95,689 at 6%.
Berman and Sons Employee 401K Plan-53$5,588,999$608,579$11,483iApproximate average salary by contribution assumption: employee only about $287,066 at 4% or $191,377 at 6%; with 50% employer match about $191,377 at 4% or $127,585 at 6%; with 100% employer match about $143,533 at 4% or $95,689 at 6%.
2018153$4,528,160$326,050$6,152iApproximate average salary by contribution assumption: employee only about $153,797 at 4% or $102,531 at 6%; with 50% employer match about $102,531 at 4% or $68,354 at 6%; with 100% employer match about $76,899 at 4% or $51,266 at 6%.
Berman and Sons Employee 401K Plan-53$4,528,160$326,050$6,152iApproximate average salary by contribution assumption: employee only about $153,797 at 4% or $102,531 at 6%; with 50% employer match about $102,531 at 4% or $68,354 at 6%; with 100% employer match about $76,899 at 4% or $51,266 at 6%.
2017146$4,413,149$420,684$9,145iApproximate average salary by contribution assumption: employee only about $228,633 at 4% or $152,422 at 6%; with 50% employer match about $152,422 at 4% or $101,614 at 6%; with 100% employer match about $114,316 at 4% or $76,211 at 6%.
Berman and Sons Employee 401K Plan-46$4,413,149$420,684$9,145iApproximate average salary by contribution assumption: employee only about $228,633 at 4% or $152,422 at 6%; with 50% employer match about $152,422 at 4% or $101,614 at 6%; with 100% employer match about $114,316 at 4% or $76,211 at 6%.
2016142$3,480,334$374,672$8,921iApproximate average salary by contribution assumption: employee only about $223,019 at 4% or $148,679 at 6%; with 50% employer match about $148,679 at 4% or $99,120 at 6%; with 100% employer match about $111,510 at 4% or $74,340 at 6%.
Berman and Sons Employee 401K Plan-42$3,480,334$374,672$8,921iApproximate average salary by contribution assumption: employee only about $223,019 at 4% or $148,679 at 6%; with 50% employer match about $148,679 at 4% or $99,120 at 6%; with 100% employer match about $111,510 at 4% or $74,340 at 6%.
2015133$3,127,964$345,678$10,475iApproximate average salary by contribution assumption: employee only about $261,877 at 4% or $174,585 at 6%; with 50% employer match about $174,585 at 4% or $116,390 at 6%; with 100% employer match about $130,939 at 4% or $87,292 at 6%.
Berman and Sons Employee 401K Plan-33$3,127,964$345,678$10,475iApproximate average salary by contribution assumption: employee only about $261,877 at 4% or $174,585 at 6%; with 50% employer match about $174,585 at 4% or $116,390 at 6%; with 100% employer match about $130,939 at 4% or $87,292 at 6%.
2014136$3,247,514$341,109$9,475iApproximate average salary by contribution assumption: employee only about $236,881 at 4% or $157,921 at 6%; with 50% employer match about $157,921 at 4% or $105,281 at 6%; with 100% employer match about $118,441 at 4% or $78,960 at 6%.
Berman and Sons Employee 401K Plan-36$3,247,514$341,109$9,475iApproximate average salary by contribution assumption: employee only about $236,881 at 4% or $157,921 at 6%; with 50% employer match about $157,921 at 4% or $105,281 at 6%; with 100% employer match about $118,441 at 4% or $78,960 at 6%.
2013137$2,841,037$374,139$10,112iApproximate average salary by contribution assumption: employee only about $252,797 at 4% or $168,531 at 6%; with 50% employer match about $168,531 at 4% or $112,354 at 6%; with 100% employer match about $126,398 at 4% or $84,266 at 6%.
Berman and Sons Employee 401K Plan-37$2,841,037$374,139$10,112iApproximate average salary by contribution assumption: employee only about $252,797 at 4% or $168,531 at 6%; with 50% employer match about $168,531 at 4% or $112,354 at 6%; with 100% employer match about $126,398 at 4% or $84,266 at 6%.
2012143$2,369,641$352,947$8,208iApproximate average salary by contribution assumption: employee only about $205,202 at 4% or $136,801 at 6%; with 50% employer match about $136,801 at 4% or $91,201 at 6%; with 100% employer match about $102,601 at 4% or $68,401 at 6%.
Berman and Sons Employee 401K Plan-43$2,369,641$352,947$8,208iApproximate average salary by contribution assumption: employee only about $205,202 at 4% or $136,801 at 6%; with 50% employer match about $136,801 at 4% or $91,201 at 6%; with 100% employer match about $102,601 at 4% or $68,401 at 6%.
2011139$1,845,226$237,847$6,099iApproximate average salary by contribution assumption: employee only about $152,466 at 4% or $101,644 at 6%; with 50% employer match about $101,644 at 4% or $67,763 at 6%; with 100% employer match about $76,233 at 4% or $50,822 at 6%.
Berman and Sons Employee 401K Plan-39$1,845,226$237,847$6,099iApproximate average salary by contribution assumption: employee only about $152,466 at 4% or $101,644 at 6%; with 50% employer match about $101,644 at 4% or $67,763 at 6%; with 100% employer match about $76,233 at 4% or $50,822 at 6%.
2010134$1,707,862$213,699$6,285iApproximate average salary by contribution assumption: employee only about $157,132 at 4% or $104,754 at 6%; with 50% employer match about $104,754 at 4% or $69,836 at 6%; with 100% employer match about $78,566 at 4% or $52,377 at 6%.
Berman and Sons Employee 401K Plan-34$1,707,862$213,699$6,285iApproximate average salary by contribution assumption: employee only about $157,132 at 4% or $104,754 at 6%; with 50% employer match about $104,754 at 4% or $69,836 at 6%; with 100% employer match about $78,566 at 4% or $52,377 at 6%.
2009162$1,513,295$225,248$3,633iApproximate average salary by contribution assumption: employee only about $90,826 at 4% or $60,551 at 6%; with 50% employer match about $60,551 at 4% or $40,367 at 6%; with 100% employer match about $45,413 at 4% or $30,275 at 6%.
Berman and Sons Employee 401K Plan-62$1,513,295$225,248$3,633iApproximate average salary by contribution assumption: employee only about $90,826 at 4% or $60,551 at 6%; with 50% employer match about $60,551 at 4% or $40,367 at 6%; with 100% employer match about $45,413 at 4% or $30,275 at 6%.
2008155$1,146,355$213,999$3,891iApproximate average salary by contribution assumption: employee only about $97,272 at 4% or $64,848 at 6%; with 50% employer match about $64,848 at 4% or $43,232 at 6%; with 100% employer match about $48,636 at 4% or $32,424 at 6%.
Berman and Sons Employee 401K Plan-55$1,146,355$213,999$3,891iApproximate average salary by contribution assumption: employee only about $97,272 at 4% or $64,848 at 6%; with 50% employer match about $64,848 at 4% or $43,232 at 6%; with 100% employer match about $48,636 at 4% or $32,424 at 6%.
2007150$0$0-
Berman and Sons Employee 401K Plan-50---
2006144$1,339,398$154,476$3,511iApproximate average salary by contribution assumption: employee only about $87,770 at 4% or $58,514 at 6%; with 50% employer match about $58,514 at 4% or $39,009 at 6%; with 100% employer match about $43,885 at 4% or $29,257 at 6%.
Berman and Sons Employee 401K Plan-44$1,339,398$154,476$3,511iApproximate average salary by contribution assumption: employee only about $87,770 at 4% or $58,514 at 6%; with 50% employer match about $58,514 at 4% or $39,009 at 6%; with 100% employer match about $43,885 at 4% or $29,257 at 6%.
2005138$1,040,725$150,767$3,968iApproximate average salary by contribution assumption: employee only about $99,189 at 4% or $66,126 at 6%; with 50% employer match about $66,126 at 4% or $44,084 at 6%; with 100% employer match about $49,594 at 4% or $33,063 at 6%.
Berman and Sons Employee 401K Plan-38$1,040,725$150,767$3,968iApproximate average salary by contribution assumption: employee only about $99,189 at 4% or $66,126 at 6%; with 50% employer match about $66,126 at 4% or $44,084 at 6%; with 100% employer match about $49,594 at 4% or $33,063 at 6%.
2004141$891,450$133,189$3,249iApproximate average salary by contribution assumption: employee only about $81,213 at 4% or $54,142 at 6%; with 50% employer match about $54,142 at 4% or $36,095 at 6%; with 100% employer match about $40,606 at 4% or $27,071 at 6%.
Berman and Sons Employee 401K Plan-41$891,450$133,189$3,249iApproximate average salary by contribution assumption: employee only about $81,213 at 4% or $54,142 at 6%; with 50% employer match about $54,142 at 4% or $36,095 at 6%; with 100% employer match about $40,606 at 4% or $27,071 at 6%.
2003142$696,570$104,329$2,484iApproximate average salary by contribution assumption: employee only about $62,101 at 4% or $41,400 at 6%; with 50% employer match about $41,400 at 4% or $27,600 at 6%; with 100% employer match about $31,050 at 4% or $20,700 at 6%.
Berman and Sons Employee 401K Plan-42$696,570$104,329$2,484iApproximate average salary by contribution assumption: employee only about $62,101 at 4% or $41,400 at 6%; with 50% employer match about $41,400 at 4% or $27,600 at 6%; with 100% employer match about $31,050 at 4% or $20,700 at 6%.
2002140$486,328$112,463$2,812iApproximate average salary by contribution assumption: employee only about $70,289 at 4% or $46,860 at 6%; with 50% employer match about $46,860 at 4% or $31,240 at 6%; with 100% employer match about $35,145 at 4% or $23,430 at 6%.
Berman and Sons Employee 401K Plan-40$486,328$112,463$2,812iApproximate average salary by contribution assumption: employee only about $70,289 at 4% or $46,860 at 6%; with 50% employer match about $46,860 at 4% or $31,240 at 6%; with 100% employer match about $35,145 at 4% or $23,430 at 6%.
2001137$466,904$111,834$3,023iApproximate average salary by contribution assumption: employee only about $75,564 at 4% or $50,376 at 6%; with 50% employer match about $50,376 at 4% or $33,584 at 6%; with 100% employer match about $37,782 at 4% or $25,188 at 6%.
Berman and Sons Employee 401K Plan-37$466,904$111,834$3,023iApproximate average salary by contribution assumption: employee only about $75,564 at 4% or $50,376 at 6%; with 50% employer match about $50,376 at 4% or $33,584 at 6%; with 100% employer match about $37,782 at 4% or $25,188 at 6%.
2000135$402,410$89,904$2,569iApproximate average salary by contribution assumption: employee only about $64,217 at 4% or $42,811 at 6%; with 50% employer match about $42,811 at 4% or $28,541 at 6%; with 100% employer match about $32,109 at 4% or $21,406 at 6%.
Berman and Sons Employee 401K Plan-35$402,410$89,904$2,569iApproximate average salary by contribution assumption: employee only about $64,217 at 4% or $42,811 at 6%; with 50% employer match about $42,811 at 4% or $28,541 at 6%; with 100% employer match about $32,109 at 4% or $21,406 at 6%.
1999138$393,886$67,274$1,770iApproximate average salary by contribution assumption: employee only about $44,259 at 4% or $29,506 at 6%; with 50% employer match about $29,506 at 4% or $19,671 at 6%; with 100% employer match about $22,130 at 4% or $14,753 at 6%.
Berman and Sons Employee 401K Plan-38$393,886$67,274$1,770iApproximate average salary by contribution assumption: employee only about $44,259 at 4% or $29,506 at 6%; with 50% employer match about $29,506 at 4% or $19,671 at 6%; with 100% employer match about $22,130 at 4% or $14,753 at 6%.