401(k) · DOL Form 5500 · 2022

Berkow, Schechter & Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
41st
Percentile by assets National rank
$256,836
Avg per participant Above avg balance/head
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Official DOL plan name: Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust · Sponsored by Berkow, Schechter & Company · Connecticut · Professional & Technical Services

$3M in assets, 12 participants

Berkow, Schechter & Company's Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,242 in Professional & Technical Services (21,562 peers)

Berkow, Schechter & Company multi-year trail

Berkow, Schechter & Company's plans moved -48.5% in assets from 2022 to 2024; this filing shows Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust at $3M / 12 participants.

#8,242
in Professional & Technical Services (21,562 peers)
-12.5%
assets change YoY

The plan reported a net loss of $440K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,082,033 41st percentile higher than 41% 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

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 061211215 · Berkow, Schechter & Company PY 2022 · 401(k)

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust · $3M · 12 · 41st

  • PART $3M
  • TYPE 12
  • NET 41st
  • BOOK 401(k)
  • VS-ST near Advisys, Inc. 401(k) Plan
  • BOY ind #8242

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Berkow, Schechter & Company 401(k) Profit Sharing Plan and TrustBerkow, Schechter & Company …$3MAdvisys, Inc. 401(k) Plan$3MNephrology of North Alabama, PC 401(k) Profit Sharing PlanNephrology of North Alabama,…$3MInterior Systems Inc Rtmt Svgs PlanInterior Systems Inc Rtmt Sv…$3MOrly International, Inc. 401(k) PlanOrly International, Inc. 401…$3M
End-of-year total assets ($M) among Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Berkow, Schechter & Company multi-year asset trail

Sponsor-wide plan assets over time

All Berkow, Schechter & Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 48.54370475591922% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $3.08M $1.59M ▼ -48.4%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 2 $3M
2024 1 2 $2M

Berkow, Schechter & Company filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$440K
Employer EIN061211215
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003082033 · Participants: 12Berkow, Schechter & Company 401(k) Profit Sharing Plan and TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Advisys, Inc. 401(k) Plan in CA ($3M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 12.5% during 2022, from $4M to $3M. Reported net income was -$440K.
How have Berkow, Schechter & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkow, Schechter & Company's sponsor-wide assets declined 48.5%, from $3M to $2M.
Which 401(k) plans are similar in size to Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Advisys, Inc. 401(k) Plan in CA ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 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 061211215.

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.