Defined Benefit (Pension) · DOL Form 5500 · 2022

Berwind Corporation Pension Plan

Data updated 2026-08-11

$90M
Total assets
190
Participants
92nd
Percentile by assets
$475,172
Avg per participant
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Official DOL plan name: Berwind Corporation Employees' Retirement Plan · Sponsored by Berwind Corporation · Pennsylvania · Finance & Insurance

$90M in assets, 190 participants

Berwind Corporation's Berwind Corporation Employees' Retirement Plan reported $90M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #8,105 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Berwind Corporation Employees' Retirement Plan covers 190 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $90M.

$90M
total plan assets (2022 EOY)
190
covered participants
92nd
percentile by assets (of 139,126 plans)
$475,172
avg assets per participant

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Berwind Corporation Employees' Retirement Plan reports 190 participants - about 23% of that state average ($90M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$90M
Net Income-$29M
Employer EIN230406815
Plan Effective Date1948-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berwind Corporation)

$120M$130M$140M$150M$160M 202220232024 $124M $148M ▲ +19.8%
Total plan assets by year, all Berwind Corporation plans on file
Year Plans Participants Total Assets
2022 2 312 $124M
2023 2 300 $141M
2024 2 282 $148M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Berwind Corporation Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Berwind Corporation Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Berwind Corporation …National Elevator In…Steelworkers Pension…The PNC Financial Se…Constellation Retire…The Bank of New York…
Berwind Corporation Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Berwind Corporation Employees' Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Berwind Corporation Employees' Retirement Plan assets move in 2022?
Berwind Corporation Employees' Retirement Plan declined sharply - down 24.6% during 2022, from $120M to $90M. Reported net income was -$29M.
How have Berwind Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Berwind Corporation's sponsor-wide assets grew 19.8%, from $124M to $148M.
Where does Berwind Corporation Employees' Retirement Plan rank by assets among Form 5500 filers?
Berwind Corporation Employees' Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Berwind Corporation Employees' Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Central Maine Healthcare Corporation in ME ($90M, 476 participants).

Next read for Berwind Corporation Employees' Retiremen…

Filing takeaways

Ways to act on Berwind Corporation Employees' Retirement Plan's numbers.

  • By total assets, Berwind Corporation Employees' Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
  • Berwind Corporation's sponsor-wide assets have grown 19.8% since 2022 across 3 plan years on file. More Finance & Insurance plans