401(k) · DOL Form 5500 · 2022

Berwind Corporation 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
122
Participants Small participant base
84th
Percentile by assets National rank
$272,509
Avg per participant High balance/head
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Official DOL plan name: Berwind Corporation 401(k) Savings Plan · Sponsored by Berwind Corporation · Pennsylvania · Finance & Insurance

$33M in assets, 122 participants

Berwind Corporation's Berwind Corporation 401(k) Savings Plan reported $33M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,865 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Berwind Corporation 401(k) Savings Plan covers 122 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $33M.

#6,865
in Finance & Insurance (9,261 peers)
-13.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Berwind Corporation 401(k) Savings Plan's outsized position by total assets

Berwind Corporation 401(k) Savings Plan vs every filed plan by assets

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

$33,246,049 Top 16% higher than 84% 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

Berwind Corporation 401(k) Savings 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. Berwind Corporation 401(k) Savings Plan sits mid-pack in the medium band (122 participants).

Plan-year Form 5500 strip

Filing strip 230406815 · Berwind Corporation PY 2022 · 401(k)

Berwind Corporation 401(k) Savings Plan · $33M · 122 · 84th

  • NET $33M
  • NET 122
  • NET 84th
  • NET 401(k)
  • NET near The Don Lee and Affiliates 401(k) Retirement Plan
  • NET ind #6865

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Berwind Corporation 401(k) Savings Plan in the asset neighbourhood

Berwind Corporation 401(k) Savings PlanBerwind Corporation 401(k) S…$33MThe Don Lee and Affiliates 401(k) Retirement PlanThe Don Lee and Affiliates 4…$33MValley Queen Cheese Factory, Inc. 401(k) Profit Sharing PlanValley Queen Cheese Factory,…$33MTrusted Doctors LLC 401(k) PlanTrusted Doctors LLC 401(k) P…$33MRoot Retirement Plan$33M
End-of-year total assets ($M) among Berwind Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$33M
Net Income-$5M
Employer EIN230406815
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berwind Corporation)

Sponsor-wide plan assets over time

All Berwind Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$148M 19.827656726598516% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $124M $148M ▲ +19.8%
Year Plans Participants Total Assets
2022 2 312 $124M
2023 2 300 $141M
2024 2 282 $148M

Nearby 401(k) Plans in Pennsylvania

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

Berwind Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Berwind Corporation 401(k) Savings Plan, Total assets ($B): 0.033246049 · Participants: 122Berwind Corporation 401(k) Savings 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
Berwind Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berwind Corporation 401(k) Savings Plan side-by-side with 3 peers →

Berwind Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Don Lee and Affiliates 401(k) Retirement Plan in MI ($33M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Berwind Corporation 401(k) Savings Plan assets move in 2022? ▼
Berwind Corporation 401(k) Savings Plan pulled back noticeably - down 13.5% during 2022, from $38M to $33M. Reported net income was -$5M.
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 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Berwind Corporation 401(k) Savings Plan ranks in the 84th 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 Berwind Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Don Lee and Affiliates 401(k) Retirement Plan in MI ($33M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Berwind Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants, $7M 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 230406815.

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.