BERRY & CO., CPA'S LTD
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14+1 YoYRank #980 of mapped providers
Assets under administration$3.2B0.0%Market share · rank #2428
Fees received$937,703Median $47,226/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BERRY & CO., CPA'S LTD plan look like?
Service mix · median fees per plan
Count of plans where BERRY & CO., CPA'S LTD ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 14 | $47,226 |
Competitor overlap
Percent of BERRY & CO., CPA'S LTD's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BERRY & CO., CPA'S LTD.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, LABORERS PENSION TRUST FUND FOR NORTHERN NEVADANV · 880138600-001 | EIDE BAILLY LLP | $191M |
BOARD OF TRUSTEES, CEMENT MASONS ANNUITY TRUST FUNDNV · 880197939-002 | EIDE BAILLY LLP | $29M |
Plans lost in 2024
Appeared last year under BERRY & CO., CPA'S LTD; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBERCA · 956035266-001 | ULLICO | $202M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CON IND & LABORERS JOINT PENSION TRUST BOARD OF TRUSTEESNV · 880135695-001 | $653M | 6,608 | $183,885 | 10y | - |
I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUSTNV · 886023284-001 | $552M | 4,922 | $80,290 | 10y | - |
I.B.E.W. BOARD OF TRUSTEES FOR LOCAL NO 357 PENSION TRUSTNV · 886023284-002 | $545M | 7,275 | $73,591 | 10y | - |
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K)CA · 953954078-002 | $381M | 8,574 | $12,428 | 9y | 1 |
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 PENSIONCA · 956377503-001 | $232M | 2,270 | $13,807 | 9y | - |
BOARD OF TRUSTEES I.B.E.W. LOCAL 769 MGMT PENSION PLAN AMI · 866049763-001 | $230M | 1,963 | $141,342 | 10y | - |
BOARD OF TRUSTEES, LABORERS PENSION TRUST FUND FOR NORTHERN NEVADANV · 880138600-001 | $207M | 2,771 | $31,000 | 2y | - |
ELECTRICAL WORKERS DEFINED CONTRIBUTION PLAN FOR NORTHERN NEVADANV · 880138556-002 | $129M | 3,017 | $34,000 | 2y | - |
BOARD OF TRUSTEES SOUTHERN CALIFORNIA PLASTERING INSTITUTECA · 516052141-001 | $100M | 1,298 | $94,059 | 10y | - |
BOARD OF TRUSTEES CEMENT MASONS AND PLASTERERS JOINT PENSION PLANNV · 880135696-001 | $95M | 2,001 | $130,849 | 10y | - |
Flag exposure
78.6%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (13)
Raw Schedule C names collapsed into BERRY & CO., CPA'S LTD.
- BERRY & CO
- BERRY & CO CPA'S LTD
- BERRY & CO CPAS LTD
- BERRY & CO, CPA'S LTD
- BERRY & CO. CPA'S
- BERRY & CO. CPA'S LTD
- BERRY & CO., CPA'S
- BERRY & CO., CPA'S LTD
- BERRY & CO., CPA'S, LTD
- BERRY & CO., CPAS
- BERRY & CO., CPAS LTD
- BERRY AND CO CPA'S
- BERRY AND CO., CPA'S LTD.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BERRY & CO., CPA'S LTD's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 7.14% | 1.71% | +5.43 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BERRY & CO., CPA'S LTD. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).