401(k) · DOL Form 5500 · 2022
Berkot Ltd. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 676
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $6,318
- Avg per participant Low balance/head
Official DOL plan name: Berkot Ltd 401(k) Plan · Sponsored by Berkot Ltd. · Illinois · Retail Trade
$4M in assets, 676 participants
Berkot Ltd.'s Berkot Ltd 401(k) Plan reported $4M in total assets and 676 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #5,412 in Retail Trade (9,519 peers)
2022 asset change
Berkot Ltd 401(k) Plan declined sharply 28.8% in 2022 ($6M → $4M) for 676 participants.
- #5,412
- in Retail Trade (9,519 peers)
- -28.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Berkot Ltd 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Berkot Ltd 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,271,267 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Berkot Ltd 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. Berkot Ltd 401(k) Plan sits mid-pack in the medium band (676 participants).
EBSA filing schedule strip
Filing strip 363186313 · Berkot Ltd. PY 2022 · 401(k)
Berkot Ltd 401(k) Plan · $4M · 676 · 47th
- PART $4M
- TYPE 676
- NET 47th
- BOOK 401(k)
- VS-ST near Co-Op 401(k) Plan
- BOY ind #5412
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 Retail Trade retirement plans → · Plans in Illinois →
Berkot Ltd 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 363186313 |
| Plan Effective Date | 2014-12-12 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Berkot Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Co-Op 401(k) Plan in SD ($4M); by covered participants it is Premcor Retirement Savings Plan in TX (676 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (676 participants); asset peers above are excluded.
- Premcor Retirement Savings Plan (TX) 676 · 0 off
- Northland Dealers Investment Group, Inc. 401(k) Retirement Plan (MN) 676 · 0 off
- Nlight, Inc. 401(k) Plan (WA) 676 · 0 off
- Pencor Services, Inc. 401(k) Salary Reduction Plan (PA) 676 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.