401(k) · DOL Form 5500 · 2022
Cherry Bekaert Advisory LLC 401(k) Plan
Data updated 2026-08-11
- $141M
- Total assets
- 1,271
- Participants
- 94th
- Percentile by assets
- $111,111
- Avg per participant
Official DOL plan name: Cherry Bekaert Advisory LLC 401(k) Plan · Sponsored by Cherry Bekaert Advisory LLC · Virginia · Professional & Technical Services
$141M in assets, 1,271 participants
Cherry Bekaert Advisory LLC's Cherry Bekaert Advisory LLC 401(k) Plan reported $141M in total assets and 1,271 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #20,588 in Professional & Technical Services (21,562 peers)
Where Cherry Bekaert Advisory LLC 401(k) Plan sits by assets
Cherry Bekaert Advisory LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $141M for 1,271 participants (~$111,111/participant), up 0.4% in 2022.
- $141M
- total plan assets (2022 EOY)
- 1,271
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $111,111
- avg assets per participant
Where Cherry Bekaert Advisory LLC 401(k) Plan sits by total assets
Cherry Bekaert Advisory LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$141,222,592 Top 6% higher than 94% 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
Cherry Bekaert Advisory LLC 401(k) Plan vs the 2022 asset distribution
By assets, Cherry Bekaert Advisory LLC 401(k) Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | $579K |
| Employer EIN | 560574444 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cherry Bekaert Advisory LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,529 | $141M |
| 2023 | 1 | 1,481 | $213M |
| 2024 | 1 | 2,470 | $263M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Cherry Bekaert Advisory LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cherry Bekaert Advisory LLC 401(k) Plan by total assets, not by location.
- Ankura Consulting Group, LLC Savings Plan (DC) $141M · 1,301
- G-III Apparel Group, Ltd. 401(k) Plan (NY) $141M · 1,761
- Southland Industries Employees' 401(k) Plan (CA) $141M · 821
- Synaptics, Inc. 401(k) Savings Plan (CA) $141M · 412
Frequently Asked Questions
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Next read for Cherry Bekaert Advisory LLC 401(k) Plan
Scale reading
Ways to act on Cherry Bekaert Advisory LLC 401(k) Plan's numbers.
- By total assets, Cherry Bekaert Advisory LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Cherry Bekaert Advisory LLC's sponsor-wide assets have grown 86.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans