401(k) · DOL Form 5500 · 2022

Berkel & Company Contractors, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
365
Participants Below avg headcount
80th
Percentile by assets National rank
$64,154
Avg per participant Low balance/head
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Official DOL plan name: Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust · Sponsored by Berkel & Company Contractors, Inc. · Kansas · Construction

$23M in assets, 365 participants

Berkel & Company Contractors, Inc.'s Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust reported $23M in total assets and 365 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,815 in Construction (9,927 peers)

Where Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust sits by assets

Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust sits in the top quartile of all filed plans by assets, $23M for 365 participants (~$64,154/participant), down 15.3% in 2022.

#7,815
in Construction (9,927 peers)
-15.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust's outsized position by total assets

Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust vs every filed plan by assets

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

$23,416,127 Top 20% higher than 80% 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

Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust sits mid-pack in the medium band (365 participants).

Form 5500 schedule snapshot

Filing strip 480650969 · Berkel & Company Contractors, Inc. PY 2022 · 401(k)

Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust · $23M · 365 · 80th

  • BOY $23M
  • BOY 365
  • BOY 80th
  • BOY 401(k)
  • BOY near Mullinax Ford Employees 401(k) Retirement Plan
  • BOY ind #7815

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 Construction retirement plans → · Plans in Kansas →

Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust in the asset neighbourhood

Berkel & Company Contractors, Inc. Deferred Wage Retirement TrustBerkel & Company Contractors…$23MMullinax Ford Employees 401(k) Retirement PlanMullinax Ford Employees 401(…$23MH.J. Russell & Co. Employees' Retirement & Savings PlanH.J. Russell & Co. Employees…$23MVermont State Employees Credit Union Capital Accumulation PlanVermont State Employees Cred…$23MBayley Construction Profit Sharing and 401(k) PlanBayley Construction Profit S…$23M
End-of-year total assets ($M) among Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN480650969
Plan Effective Date1985-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkel & Company Contractors, Inc.)

Sponsor-wide plan assets over time

All Berkel & Company Contractors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$141M 40.83036016291845% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $100M $141M ▲ +40.8%
Year Plans Participants Total Assets
2022 2 742 $100M
2023 2 755 $127M
2024 2 823 $141M

Nearby 401(k) Plans in Kansas

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

Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust, Total assets ($B): 0.023416127 · Participants: 365Berkel & Company Contractors, Inc. Deferred Wage Retirement TrustKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust side-by-side with 3 peers →

Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Mullinax Ford Employees 401(k) Retirement Plan in FL ($23M); by covered participants it is Your Part-Time Controller, LLC 401(k) Profit Sharing Plan in PA (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust assets move in 2022? ▼
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust declined sharply - down 15.3% during 2022, from $28M to $23M. Reported net income was -$4M.
How have Berkel & Company Contractors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkel & Company Contractors, Inc.'s sponsor-wide assets grew 40.8%, from $100M to $141M.
Where does Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust rank by assets among Form 5500 filers? ▼
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mullinax Ford Employees 401(k) Retirement Plan in FL ($23M, 718 participants).
Which 401(k) plans cover a similar participant headcount to Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Your Part-Time Controller, LLC 401(k) Profit Sharing Plan in PA (365 participants, $25M 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 480650969.

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.