401(k) · DOL Form 5500 · 2022

H.a. Berkheimer, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
411
Participants Below avg headcount
79th
Percentile by assets National rank
$55,418
Avg per participant Low balance/head
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Official DOL plan name: H. a. Berkheimer, Inc. Retirement Plan · Sponsored by H.a. Berkheimer, Inc. · Pennsylvania · Administrative & Support Services

$23M in assets, 411 participants

H.a. Berkheimer, Inc.'s H. a. Berkheimer, Inc. Retirement Plan reported $23M in total assets and 411 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,451 in Administrative & Support Services (4,927 peers)

Where H. a. Berkheimer, Inc. Retirement Plan sits by assets

H. a. Berkheimer, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 411 participants (~$55,418/participant), down 12.1% in 2022.

#4,451
in Administrative & Support Services (4,927 peers)
-12.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H. a. Berkheimer, Inc. Retirement Plan's outsized position by total assets

H. a. Berkheimer, Inc. Retirement Plan vs every filed plan by assets

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

$22,776,764 Top 21% higher than 79% 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

H. a. Berkheimer, Inc. Retirement Plan 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. H. a. Berkheimer, Inc. Retirement Plan sits mid-pack in the medium band (411 participants).

EBSA filing schedule strip

Filing strip 231669661 · H.a. Berkheimer, Inc. PY 2022 · 401(k)

H. a. Berkheimer, Inc. Retirement Plan · $23M · 411 · 79th

  • PHOTO $23M
  • PHOTO 411
  • PHOTO 79th
  • PHOTO 401(k)
  • PHOTO near Belin Mccormick, P.C. 401(k) Retirement Plan
  • PHOTO ind #4451

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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →

H. a. Berkheimer, Inc. Retirement Plan in the asset neighbourhood

H. a. Berkheimer, Inc. Retirement PlanH. a. Berkheimer, Inc. Retir…$23MBelin Mccormick, P.C. 401(k) Retirement PlanBelin Mccormick, P.C. 401(k)…$23MInsight Sourcing Group, Inc. 401(k) Profit Sharing PlanInsight Sourcing Group, Inc.…$23MGolden Gate Urology, Inc. 401(k) PlanGolden Gate Urology, Inc. 40…$23MCallisons, Inc. Employee Incentive Savings PlanCallisons, Inc. Employee Inc…$23M
End-of-year total assets ($M) among H. a. Berkheimer, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN231669661
Plan Effective Date1969-12-26
Filing StatusFILING RECEIVED

Sponsor Plan History (H.a. Berkheimer, Inc.)

Sponsor-wide plan assets over time

All H.a. Berkheimer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 27.1953030729036% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.8M $29M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 411 $23M
2023 1 414 $27M
2024 1 449 $29M

Nearby 401(k) Plans in Pennsylvania

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

H. a. Berkheimer, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants H. a. Berkheimer, Inc. Retirement Plan, Total assets ($B): 0.022776764 · Participants: 411H. a. Berkheimer, Inc. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
H. a. Berkheimer, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare H. a. Berkheimer, Inc. Retirement Plan side-by-side with 3 peers →

H. a. Berkheimer, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Belin Mccormick, P.C. 401(k) Retirement Plan in IA ($23M); by covered participants it is Wb Holdings, Inc. 401(k) Plan in WI (411 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (411 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 H. a. Berkheimer, Inc. Retirement Plan assets move in 2022? ▼
H. a. Berkheimer, Inc. Retirement Plan pulled back noticeably - down 12.1% during 2022, from $26M to $23M. Reported net income was -$3M.
How have H.a. Berkheimer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.a. Berkheimer, Inc.'s sponsor-wide assets grew 27.2%, from $23M to $29M.
Where does H. a. Berkheimer, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
H. a. Berkheimer, Inc. Retirement Plan ranks in the 79th 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 H. a. Berkheimer, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Belin Mccormick, P.C. 401(k) Retirement Plan in IA ($23M, 45 participants).
Which 401(k) plans cover a similar participant headcount to H. a. Berkheimer, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wb Holdings, Inc. 401(k) Plan in WI (411 participants, $29M 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 231669661.

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.