401(k) · DOL Form 5500 · 2022

G.W. Berkheimer Co., Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
328
Participants Below avg headcount
86th
Percentile by assets National rank
$127,815
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: G.W. Berkheimer Co., Inc. 401(k) Plan · Sponsored by G.W. Berkheimer Co., Inc. · Indiana · Wholesale Trade

$42M in assets, 328 participants

G.W. Berkheimer Co., Inc.'s G.W. Berkheimer Co., Inc. 401(k) Plan reported $42M in total assets and 328 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,983 in Wholesale Trade (6,843 peers)

Where G.W. Berkheimer Co., Inc. 401(k) Plan sits by assets

G.W. Berkheimer Co., Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 328 participants (~$127,815/participant), down 11.5% in 2022.

#5,983
in Wholesale Trade (6,843 peers)
-11.5%
assets change YoY
0.4×
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.

G.W. Berkheimer Co., Inc. 401(k) Plan's outsized position by total assets

G.W. Berkheimer Co., Inc. 401(k) Plan vs every filed plan by assets

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

$41,923,336 Top 14% higher than 86% 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

G.W. Berkheimer Co., Inc. 401(k) 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. G.W. Berkheimer Co., Inc. 401(k) Plan sits mid-pack in the medium band (328 participants).

DOL schedule card

Filing strip 350823544 · G.W. Berkheimer Co., Inc. PY 2022 · 401(k)

G.W. Berkheimer Co., Inc. 401(k) Plan · $42M · 328 · 86th

  • PCT $42M
  • EIN 328
  • RANK 86th
  • PHOTO 401(k)
  • IND near Mmc Corp 401(k) Profit Sharing Plan
  • EOY ind #5983

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 Wholesale Trade retirement plans → · Plans in Indiana →

G.W. Berkheimer Co., Inc. 401(k) Plan in the asset neighbourhood

Wencor Group, LLC 401(k) Plan$42MG.W. Berkheimer Co., Inc. 401(k) PlanG.W. Berkheimer Co., Inc. 40…$42MMmc Corp 401(k) Profit Sharing PlanMmc Corp 401(k) Profit Shari…$42MPrime Controls, L.P. 401(k) Profit Sharing PlanPrime Controls, L.P. 401(k) …$42MAstria Health 401(k) Plan$42M
End-of-year total assets ($M) among G.W. Berkheimer Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$42M
Net Income-$5M
Employer EIN350823544
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G.W. Berkheimer Co., Inc.)

Sponsor-wide plan assets over time

All G.W. Berkheimer Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 24.77920316726221% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71M $88.7M ▲ +24.8%
Year Plans Participants Total Assets
2022 2 619 $71M
2023 2 608 $83M
2024 2 627 $89M

Nearby 401(k) Plans in Indiana

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

G.W. Berkheimer Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants G.W. Berkheimer Co., Inc. 401(k) Plan, Total assets ($B): 0.041923336 · Participants: 328G.W. Berkheimer Co., Inc. 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
G.W. Berkheimer Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare G.W. Berkheimer Co., Inc. 401(k) Plan side-by-side with 3 peers →

G.W. Berkheimer Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Mmc Corp 401(k) Profit Sharing Plan in KS ($42M); by covered participants it is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (328 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 G.W. Berkheimer Co., Inc. 401(k) Plan assets move in 2022? ▼
G.W. Berkheimer Co., Inc. 401(k) Plan pulled back noticeably - down 11.5% during 2022, from $47M to $42M. Reported net income was -$5M.
How have G.W. Berkheimer Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G.W. Berkheimer Co., Inc.'s sponsor-wide assets grew 24.8%, from $71M to $89M.
Where does G.W. Berkheimer Co., Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
G.W. Berkheimer Co., Inc. 401(k) Plan ranks in the 86th 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 G.W. Berkheimer Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mmc Corp 401(k) Profit Sharing Plan in KS ($42M, 731 participants).
Which 401(k) plans cover a similar participant headcount to G.W. Berkheimer Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (328 participants, $19M 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 350823544.

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.