Defined Benefit (Pension) · DOL Form 5500 · 2022

The Louis Berkman Company Master Pension Plan Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
2
Participants Small participant base
74th
Percentile by assets National rank
$8.0M
Avg per participant High balance/head
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Official DOL plan name: The Louis Berkman Company Master Pension Plan · Sponsored by The Louis Berkman Company Master Pension Plan · Pennsylvania · Manufacturing

$16M in assets, 2 participants

The Louis Berkman Company Master Pension Plan's The Louis Berkman Company Master Pension Plan reported $16M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,033 in Manufacturing (20,602 peers)

2022 asset change

The Louis Berkman Company Master Pension Plan declined sharply 25.4% in 2022 ($21M → $16M) for 2 participants.

#13,033
in Manufacturing (20,602 peers)
-25.4%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Louis Berkman Company Master Pension Plan's outsized position by total assets

The Louis Berkman Company Master Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,936,080 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Louis Berkman Company Master Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Louis Berkman Company Master Pension Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 510446461 · The Louis Berkman Company Master Pension Plan PY 2022 · Defined Benefit (Pension)

The Louis Berkman Company Master Pension Plan · $16M · 2 · 74th

  • BOOK $16M
  • BOOK 2
  • BOOK 74th
  • BOOK Defined Benefit (Pension)
  • BOOK near Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension Plan
  • BOOK ind #13033

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 Manufacturing retirement plans → · Plans in Pennsylvania →

The Louis Berkman Company Master Pension Plan in the asset neighbourhood

Keystone Cement Company Retirement Plan for Hourly EmployeesKeystone Cement Company Reti…$16MThe Retirement Plan of Pathfinder BankThe Retirement Plan of Pathf…$16MMid-West Forge Corporation Bargaining Unit Pension PlanMid-West Forge Corporation B…$16MThe Louis Berkman Company Master Pension PlanThe Louis Berkman Company Ma…$16MMinneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension PlanMinneapolis Retail Meat Cutt…$16M
End-of-year total assets ($M) among The Louis Berkman Company Master Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

The Louis Berkman Company Master Pension Plan years around the 2022 move

Sponsor-wide plan assets over time

All The Louis Berkman Company Master Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$15M 3.809839057032846% vs 2022
2024 filing year
$15M$15.5M$16M$16.5M 202220232024 $15.9M $15.3M ▼ -3.8%
Year Plans Participants Total Assets
2022 1 2 $16M
2023 1 3 $16M
2024 1 3 $15M

2022 asset-move particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$16M
Net Income-$5M
Employer EIN510446461
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Louis Berkman Company Master Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Louis Berkman Company Master Pension Plan, Total assets ($B): 0.01593608 · Participants: 2The Louis Berkman Company Master Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
The Louis Berkman Company Master Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare The Louis Berkman Company Master Pension Plan side-by-side with 3 peers →

The Louis Berkman Company Master Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension Plan in MN ($16M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Louis Berkman Company Master Pension Plan assets move in 2022? ▼
The Louis Berkman Company Master Pension Plan declined sharply - down 25.4% during 2022, from $21M to $16M. Reported net income was -$5M.
How have The Louis Berkman Company Master Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Louis Berkman Company Master Pension Plan's sponsor-wide assets declined 3.8%, from $16M to $15M.
Which Defined Benefit (Pension) plans are similar in size to The Louis Berkman Company Master Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension Plan in MN ($16M, 3,879 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Louis Berkman Company Master Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510446461.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.