401(k) · DOL Form 5500 · 2022
Berdon LLP 401(k) Plan
Data updated 2026-08-25
- $96M
- Total assets Below avg plan size
- 403
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $238,317
- Avg per participant Above avg balance/head
Official DOL plan name: The Berdon LLP Retirement Plan · Sponsored by Berdon LLP · New York · Professional & Technical Services
$96M in assets, 403 participants
Berdon LLP's The Berdon LLP Retirement Plan reported $96M in total assets and 403 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #20,185 in Professional & Technical Services (21,562 peers)
Where The Berdon LLP Retirement Plan sits by assets
The Berdon LLP Retirement Plan sits in the top 10% of all filed plans by assets, $96M for 403 participants (~$238,317/participant), down 20.6% in 2022.
- #20,185
- in Professional & Technical Services (21,562 peers)
- -20.6%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Berdon LLP Retirement Plan's outsized position by total assets
The Berdon LLP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$96,041,672 Top 7% higher than 93% 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
The Berdon LLP Retirement 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. The Berdon LLP Retirement Plan sits mid-pack in the medium band (403 participants).
Plan-year Form 5500 strip
Filing strip 130485070 · Berdon LLP PY 2022 · 401(k)
The Berdon LLP Retirement Plan · $96M · 403 · 93rd
- PCT $96M
- PCT 403
- PCT 93rd
- PCT 401(k)
- PCT near Harcros Chemicals Inc. Retirement Savings Plan
- PCT ind #20185
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 New York →
The Berdon LLP Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $96M |
| Net Income | -$25M |
| Employer EIN | 130485070 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berdon LLP)
Sponsor-wide plan assets over time
All Berdon LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $187K 99.80556981556923% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 403 | $96M |
| 2023 | 1 | 413 | $187K |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
The Berdon LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Harcros Chemicals Inc. Retirement Savings Plan in KS ($96M); by covered participants it is Natural History Museum Foundation Retirement Plan in CA (403 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96M here).
Similar participant headcount
Nearest other-state filings by covered participants (403 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.