401(k) · DOL Form 5500 · 2023

Berks Ridge Company Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
29
Participants Small participant base
48th
Percentile by assets National rank
$204,876
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Berks Ridge Company Enterprises, Inc. Retirement Plan · Sponsored by Berks Ridge Company Enterprises, Inc. · Pennsylvania · Construction

$6M in assets, 29 participants

Berks Ridge Company Enterprises, Inc.'s Berks Ridge Company Enterprises, Inc. Retirement Plan reported $6M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,143 in Construction (9,030 peers)

Berks Ridge Company Enterprises, Inc. multi-year trail

Berks Ridge Company Enterprises, Inc.'s plans moved +27.1% in assets from 2022 to 2024; this filing shows Berks Ridge Company Enterprises, Inc. Retirement Plan at $6M / 29 participants.

#4,143
in Construction (9,030 peers)
+9.2%
assets growth YoY

Berks Ridge Company Enterprises, Inc. Retirement Plan's mid-pack asset rank among Construction and all filers

Berks Ridge Company Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$5,941,408 48th percentile higher than 48% 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

Berks Ridge Company Enterprises, Inc. Retirement 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. Berks Ridge Company Enterprises, Inc. Retirement Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berks Ridge Company Enterprises, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $500K in the plan year 2023 filing.
  • Berks Ridge Company Enterprises, Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Berks Ridge Company Enterprises, Inc. Retirement Plan reported participants rose from 27 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232638868 · Berks Ridge Company Enterprises, Inc. PY 2023 · 401(k)

Berks Ridge Company Enterprises, Inc. Retirement Plan · $6M · 29 · 48th

  • PCT $6M
  • PCT 29
  • PCT 48th
  • PCT 401(k)
  • PCT near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Community Options for Residential and Employment Services, Inc.
  • PCT ind #4143

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 Construction retirement plans → · Plans in Pennsylvania →

Berks Ridge Company Enterprises, Inc. Retirement Plan in the asset neighbourhood

Berks Ridge Company Enterprises, Inc. Retirement PlanBerks Ridge Company Enterpri…$6MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Community Options for Residential and Employment Services, Inc.Safe-Harbor 401(k) Profit Sh…$6M403(b) Thrift Plan of Crotched Mountain Foundation403(b) Thrift Plan of Crotch…$6MZ Capital Managment LLC 401(k) PlanZ Capital Managment LLC 401(…$6MUnbridled Solutions, LLC 401(k) PlanUnbridled Solutions, LLC 401…$6M
End-of-year total assets ($M) among Berks Ridge Company Enterprises, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Berks Ridge Company Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Berks Ridge Company Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.101103913085105% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.44M $6.92M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 27 $5M
2023 1 29 $6M
2024 1 29 $7M

Berks Ridge Company Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$500K
Employer EIN232638868
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Berks Ridge Company Enterprises, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Berks Ridge Company Enterprises, Inc. Retirement Plan, Total assets ($B): 0.005941408 · Participants: 29Berks Ridge Company Enterprises, Inc. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Berks Ridge Company Enterprises, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berks Ridge Company Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Berks Ridge Company Enterprises, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Community Options for Residential and Employment Services, Inc. in ND ($6M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Berks Ridge Company Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Berks Ridge Company Enterprises, Inc. Retirement Plan grew at a solid clip - up 9.2% during 2023, from $5M to $6M. Reported net income was $500K.
How have Berks Ridge Company Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berks Ridge Company Enterprises, Inc.'s sponsor-wide assets grew 27.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Berks Ridge Company Enterprises, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Community Options for Residential and Employment Services, Inc. in ND ($6M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Berks Ridge Company Enterprises, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 232638868.

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.