401(k) · DOL Form 5500 · 2022
Berkadia Commercial Mortgage LLC 401(k) Plan
Data updated 2026-08-11
- $220M
- Total assets
- 1,309
- Participants
- 96th
- Percentile by assets
- $168,090
- Avg per participant
Official DOL plan name: Berkadia 401(k) Retirement Plan · Sponsored by Berkadia Commercial Mortgage LLC · Pennsylvania · Management of Enterprises
$220M in assets, 1,309 participants
Berkadia Commercial Mortgage LLC's Berkadia 401(k) Retirement Plan reported $220M in total assets and 1,309 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 96th percentile by assets (of 139,126 plans)
- #1,022 in Management of Enterprises (1,193 peers)
Where Berkadia 401(k) Retirement Plan sits by assets
Berkadia 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $220M for 1,309 participants (~$168,090/participant), down 11.4% in 2022.
- $220M
- total plan assets (2022 EOY)
- 1,309
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $168,090
- avg assets per participant
The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Berkadia 401(k) Retirement Plan vs the 2022 asset distribution
By assets, Berkadia 401(k) Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $248M |
|---|---|
| Net Assets (End of Year) | $220M |
| Net Income | -$28M |
| Employer EIN | 270812934 |
| Plan Effective Date | 2010-03-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkadia Commercial Mortgage LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,309 | $220M |
| 2023 | 1 | 1,507 | $283M |
| 2024 | 1 | 1,538 | $334M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Berkadia 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Berkadia 401(k) Retirement Plan by total assets, not by location.
- Athletico, Ltd. Employees Profit Sharing Plan (IL) $220M · 4,934
- Kontoor Brands 401(k) Savings Plan (NC) $220M · 2,694
- Enovis 401(k) Savings Plan Plus (DE) $220M · 3,071
- Brightsphere Inc. Profit Sharing & 401(k) Plan (MA) $220M · 409
Frequently Asked Questions
How did Berkadia 401(k) Retirement Plan assets move in 2022? ▼
How have Berkadia Commercial Mortgage LLC plan assets changed over time? ▼
Where does Berkadia 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Berkadia 401(k) Retirement Plan? ▼
Next read for Berkadia 401(k) Retirement Plan
Scale reading
Ways to act on Berkadia 401(k) Retirement Plan's numbers.
- By total assets, Berkadia 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Berkadia Commercial Mortgage LLC's sponsor-wide assets have grown 52.0% since 2022 across 3 plan years on file. More Management of Enterprises plans