401(k) · DOL Form 5500 · 2022

Bertrandt US, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
164
Participants Small participant base
39th
Percentile by assets National rank
$16,773
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Bertrandt US, Inc. 401(k) Plan · Sponsored by Bertrandt US, Inc. · South Carolina · Professional & Technical Services

$3M in assets, 164 participants

Bertrandt US, Inc.'s Bertrandt US, Inc. 401(k) Plan reported $3M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,747 in Professional & Technical Services (21,562 peers)

Coverage in South Carolina

Bertrandt US, Inc. 401(k) Plan covers 164 participants in South Carolina, about 44% of the average South Carolina filer (state average ~369 per filing). Assets: $3M.

#7,747
in Professional & Technical Services (21,562 peers)
-20.3%
assets change YoY

The plan reported a net loss of $700K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bertrandt US, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bertrandt US, Inc. 401(k) Plan vs every filed plan by assets

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

$2,750,736 39th percentile higher than 39% 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

Bertrandt US, 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. Bertrandt US, Inc. 401(k) Plan sits mid-pack in the medium band (164 participants).

Form 5500 schedule snapshot

Filing strip 383586632 · Bertrandt US, Inc. PY 2022 · 401(k)

Bertrandt US, Inc. 401(k) Plan · $3M · 164 · 39th

  • PCT $3M
  • PCT 164
  • PCT 39th
  • PCT 401(k)
  • PCT near Jaras Financial Services, Inc. 401(k) Retirement Plan
  • PCT ind #7747

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 Professional & Technical Services retirement plans → · Plans in South Carolina →

Bertrandt US, Inc. 401(k) Plan in the asset neighbourhood

Bertrandt US, Inc. 401(k) PlanBertrandt US, Inc. 401(k) Pl…$3MJaras Financial Services, Inc. 401(k) Retirement PlanJaras Financial Services, In…$3MThe Shoulder Clinic of Idaho, PLLC 401(k) Retirement PlanThe Shoulder Clinic of Idaho…$3MCamden Community Partnership, Inc. 401(k) PlanCamden Community Partnership…$3MPaul T. Stallman, M.D., Inc. 401(k) Profit Sharing PlanPaul T. Stallman, M.D., Inc.…$3M
End-of-year total assets ($M) among Bertrandt US, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$700K
Employer EIN383586632
Plan Effective Date2005-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Bertrandt US, Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Bertrandt US, Inc. 401(k) Plan, Total assets ($B): 0.002750736 · Participants: 164Bertrandt US, Inc. 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Bertrandt US, Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Bertrandt US, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Jaras Financial Services, Inc. 401(k) Retirement Plan in OH ($3M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Bertrandt US, Inc. 401(k) Plan assets move in 2022?
Bertrandt US, Inc. 401(k) Plan declined sharply - down 20.3% during 2022, from $3M to $3M. Reported net income was -$700K.
Which 401(k) plans are similar in size to Bertrandt US, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Jaras Financial Services, Inc. 401(k) Retirement Plan in OH ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Bertrandt US, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants, N/A in assets).