401(k) · DOL Form 5500 · 2023

Berkadia Commercial Mortgage LLC 401(k) Plan

Data updated 2026-08-11

$283M
Total assets: 1,507
Participants: 96th
Percentile by assets: $187,867
Avg per participant

Official DOL plan name: Berkadia 401(k) Retirement Plan · Sponsored by Berkadia Commercial Mortgage LLC · Pennsylvania · Management of Enterprises

$283M in assets, 1,507 participants

Berkadia Commercial Mortgage LLC's Berkadia 401(k) Retirement Plan reported $283M in total assets and 1,507 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#986 in Management of Enterprises (1,137 peers)

Where Berkadia 401(k) Retirement Plan sits by assets

Berkadia 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $283M for 1,507 participants (~$187,867/participant), up 28.7% in 2023.

$283M
total plan assets (2023 EOY): 1,507
covered participants: 96th
percentile by assets (of 127,072 plans): $187,867
avg assets per participant

Where Berkadia 401(k) Retirement Plan sits by total assets

Berkadia 401(k) Retirement Plan vs every filed plan by assets

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

$283,115,193 Top 4% higher than 96% 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

Berkadia 401(k) Retirement Plan reported net income rose from -$28M in the plan year 2022 filing to $63M in the plan year 2023 filing.
Berkadia 401(k) Retirement Plan end-of-year assets rose from $220M in the plan year 2022 filing to $283M in the plan year 2023 filing.
Berkadia 401(k) Retirement Plan reported participants rose from 1,309 in the plan year 2022 filing to 1,507 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Management of Enterprises

Berkadia 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Berkadia 401(k) Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$220M
Net Assets (End of Year)	$283M
Net Income	$63M
Employer EIN	270812934
Plan Effective Date	2010-03-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Berkadia Commercial Mortgage LLC)

Total plan assets by year, all Berkadia Commercial Mortgage LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	1,309	$220M
2023	1	1,507	$283M
2024	1	1,538	$334M

Nearby 401(k) Plans in Pennsylvania

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

Berkadia 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Berkadia 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Berkadia 401(k) Retirement Plan by total assets, not by location.

Townebank Stock and Savings Plan (VA) $283M · 2,796
The Harbin Clinic Profit Sharing Plan (GA) $283M · 1,164
Hampton Lumber Mills Hourly Retirement Plan (OR) $283M · 936
Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan (MA) $283M · 980

Frequently Asked Questions

How did Berkadia 401(k) Retirement Plan assets move in 2023? ▼

Berkadia 401(k) Retirement Plan grew sharply - up 28.7% during 2023, from $220M to $283M. Reported net income was $63M.

How have Berkadia Commercial Mortgage LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Berkadia Commercial Mortgage LLC's sponsor-wide assets grew 52.0%, from $220M to $334M.

Where does Berkadia 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Berkadia 401(k) Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Berkadia 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Townebank Stock and Savings Plan in VA ($283M, 2,796 participants).

Next read for Berkadia 401(k) Retirement Plan

Scale reading

Ways to act on Berkadia 401(k) Retirement Plan's numbers.

By total assets, Berkadia 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Berkadia Commercial Mortgage LLC's sponsor-wide assets have grown 52.0% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 270812934.