401(k) · DOL Form 5500 · 2022
D. Bertoline & Sons Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $65,750
- Avg per participant Below avg balance/head
Official DOL plan name: D Bertoline & Sons Inc 401(k) · Sponsored by D. Bertoline & Sons Inc. · New York · Wholesale Trade
$5M in assets, 81 participants
D. Bertoline & Sons Inc.'s D Bertoline & Sons Inc 401(k) reported $5M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #2,727 in Wholesale Trade (6,843 peers)
2022 asset change
D Bertoline & Sons Inc 401(k) declined sharply 20.6% in 2022 ($7M → $5M) for 81 participants.
- #2,727
- in Wholesale Trade (6,843 peers)
- -20.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
D Bertoline & Sons Inc 401(k)'s mid-pack asset rank among Wholesale Trade and all filers
D Bertoline & Sons Inc 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,325,787 Top 48% higher than 52% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
D Bertoline & Sons Inc 401(k) among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D Bertoline & Sons Inc 401(k) is a small filing (81 participants) on this national headcount ladder.
DOL schedule card
Filing strip 131895242 · D. Bertoline & Sons Inc. PY 2022 · 401(k)
D Bertoline & Sons Inc 401(k) · $5M · 81 · 52nd
- TYPE $5M
- TYPE 81
- TYPE 52nd
- TYPE 401(k)
- TYPE near Celstar Group, Inc. Employees Savings Trust
- TYPE ind #2727
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in New York →
D Bertoline & Sons Inc 401(k) in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 131895242 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
D Bertoline & Sons Inc 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Celstar Group, Inc. Employees Savings Trust in OH ($5M); by covered participants it is Ocean Express, LLC 401(k) Plan in MA (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.
- Ocean Express, LLC 401(k) Plan (MA) 81 · 0 off
- Amini Innovation Corporation 401(k) Plan (CA) 81 · 0 off
- Mica Profit Sharing/401(k) Plan (AZ) 81 · 0 off
- Markesman LLC 401(k) Profit Sharing Plan & Trust (VA) 81 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.