401(k) · DOL Form 5500 · 2022

Bertram Inn 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
94
Participants Small participant base
32nd
Percentile by assets National rank
$18,850
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wolstein Group 401(k) Profit Sharing Plan & Trust · Sponsored by Bertram Inn · Ohio · Food Services & Accommodation

$2M in assets, 94 participants

Bertram Inn's Wolstein Group 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,099 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Wolstein Group 401(k) Profit Sharing Plan & Trust ranks #3,099 of 4,592 2022 filers by assets (1104% of the sector average)-$2M for 94 participants.

#3,099
in Food Services & Accommodation (4,592 peers)
-13.2%
assets change YoY

The plan reported a net loss of $269K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wolstein Group 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Wolstein Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,771,873 32nd percentile higher than 32% 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

Wolstein Group 401(k) Profit Sharing Plan & 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. Wolstein Group 401(k) Profit Sharing Plan & Trust is a small filing (94 participants) on this national headcount ladder.

DOL schedule card

Filing strip 341900270 · Bertram Inn PY 2022 · 401(k)

Wolstein Group 401(k) Profit Sharing Plan & Trust · $2M · 94 · 32nd

  • BOY $2M
  • BOY 94
  • BOY 32nd
  • BOY 401(k)
  • BOY near Mosaic Group, LLC 401(k) Plan
  • BOY ind #3099

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Wolstein Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wolstein Group 401(k) Profit Sharing Plan & TrustWolstein Group 401(k) Profit…$2MMosaic Group, LLC 401(k) Plan$2MVenezia's 401(k) Plan$2MJ & K Pms, Inc 401(k) Plan$2MColumbia Valley Fruit, LLC 401(k) Profit Sharing Plan and TrustColumbia Valley Fruit, LLC 4…$2M
End-of-year total assets ($M) among Wolstein Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$269K
Employer EIN341900270
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bertram Inn)

Sponsor-wide plan assets over time

All Bertram Inn plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.12259230768797% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.77M $2.38M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 94 $2M
2023 1 99 $2M
2024 1 114 $2M

Nearby 401(k) Plans in Ohio

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

Wolstein Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Wolstein Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001771873 · Participants: 94Wolstein Group 401(k) Profit Sharing Plan & TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Wolstein Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Wolstein Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wolstein Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Mosaic Group, LLC 401(k) Plan in NC ($2M); by covered participants it is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Wolstein Group 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Wolstein Group 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 13.2% during 2022, from $2M to $2M. Reported net income was -$269K.
How have Bertram Inn plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertram Inn's sponsor-wide assets grew 34.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Wolstein Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mosaic Group, LLC 401(k) Plan in NC ($2M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Wolstein Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coforge Bpm, Inc. 401(k) Plan in ID (94 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 341900270.

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.