401(k) · DOL Form 5500 · 2023

Berenson & Company, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
31
Participants Small participant base
57th
Percentile by assets National rank
$296,396
Avg per participant High balance/head
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Official DOL plan name: Berenson & Company, LLC 401(k) Plan · Sponsored by Berenson & Company, LLC · New York · Finance & Insurance

$9M in assets, 31 participants

Berenson & Company, LLC's Berenson & Company, LLC 401(k) Plan reported $9M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,675 in Finance & Insurance (8,869 peers)

Berenson & Company, LLC multi-year trail

Berenson & Company, LLC's plans moved +43.6% in assets from 2022 to 2024; this filing shows Berenson & Company, LLC 401(k) Plan at $9M / 31 participants.

#3,675
in Finance & Insurance (8,869 peers)
+35.6%
assets growth YoY

Berenson & Company, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Berenson & Company, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,188,270 Top 43% higher than 57% of 127,068 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 2023

Berenson & Company, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berenson & Company, LLC 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berenson & Company, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Berenson & Company, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Berenson & Company, LLC 401(k) Plan reported participants rose from 25 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134100640 · Berenson & Company, LLC PY 2023 · 401(k)

Berenson & Company, LLC 401(k) Plan · $9M · 31 · 57th

  • PHOTO $9M
  • IND 31
  • EOY 57th
  • 5500 401(k)
  • ASSETS near Cme Manufacturing Employees Retirement and Savings Plan
  • PCT ind #3675

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 Finance & Insurance retirement plans → · Plans in New York →

Berenson & Company, LLC 401(k) Plan in the asset neighbourhood

Berenson & Company, LLC 401(k) PlanBerenson & Company, LLC 401(…$9MCme Manufacturing Employees Retirement and Savings PlanCme Manufacturing Employees …$9MEnvieta Retirement Savings PlanEnvieta Retirement Savings P…$9MNationwide Fixture Installations 401(k) PlanNationwide Fixture Installat…$9MSalelytics, LLC 401(k) Plan$9M
End-of-year total assets ($M) among Berenson & Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Berenson & Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Berenson & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.59674958357599% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.78M $9.73M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 25 $7M
2023 1 31 $9M
2024 1 22 $10M

Berenson & Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN134100640
Plan Effective Date1997-05-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Berenson & Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Berenson & Company, LLC 401(k) Plan, Total assets ($B): 0.00918827 · Participants: 31Berenson & Company, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Berenson & Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Berenson & Company, LLC 401(k) Plan side-by-side with 3 peers →

Berenson & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cme Manufacturing Employees Retirement and Savings Plan in MO ($9M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Berenson & Company, LLC 401(k) Plan assets move in 2023? ▼
Berenson & Company, LLC 401(k) Plan surged - up 35.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have Berenson & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berenson & Company, LLC's sponsor-wide assets grew 43.6%, from $7M to $10M.
Which 401(k) plans are similar in size to Berenson & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cme Manufacturing Employees Retirement and Savings Plan in MO ($9M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Berenson & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134100640.

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.