401(k) · DOL Form 5500 · 2023
Berkow, Schechter & Company 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust · Sponsored by Berkow, Schechter & Company · Connecticut · Professional & Technical Services
$3M in assets, 2 participants
Berkow, Schechter & Company's Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #6,319 in Professional & Technical Services (20,321 peers)
Berkow, Schechter & Company multi-year trail
Berkow, Schechter & Company's plans moved -48.5% in assets from 2022 to 2024; this filing shows Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust at $3M / 2 participants.
- #6,319
- in Professional & Technical Services (20,321 peers)
- -11.1%
- assets change YoY
The plan reported a net loss of $341K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,740,754 34th percentile higher than 34% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust reported participants fell from 12 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust reported net income rose from -$440K in the plan year 2022 filing to -$341K in the plan year 2023 filing.
- Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 061211215 · Berkow, Schechter & Company PY 2023 · 401(k)
Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust · $3M · 2 · 34th
- EIN $3M
- EIN 2
- EIN 34th
- EIN 401(k)
- EIN near Hmc Management Services, Inc. Retirement Plan
- EIN ind #6319
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 Connecticut →
Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Berkow, Schechter & Company multi-year asset trail
Sponsor-wide plan assets over time
All Berkow, Schechter & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 48.54370475591922% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $2M |
Berkow, Schechter & Company filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$341K |
| Employer EIN | 061211215 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Hmc Management Services, Inc. Retirement Plan in MS ($3M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Hmc Management Services, Inc. Retirement Plan (MS) $3M · 792
- Andrew M. Wolin, M.D., P.C. 401(k) Plan and Trust (AZ) $3M · 4
- Rope Partner, Inc. 401(k) Plan (CA) $3M · 108
- Nord-Lock, Inc. (PA) $3M · 41
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Dakota Slp of Sw Florida, Inc. 401(k) Profit Sharing Plan (FL) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.