401(k) · DOL Form 5500 · 2023

Berkadia Commercial Mortgage LLC 401(k) Plan

Data updated 2026-08-25

$283M
Total assets Near avg plan size
1,507
Participants Near avg headcount
96th
Percentile by assets National rank
$187,867
Avg per participant Above avg balance/head
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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.

  • #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.

#986
in Management of Enterprises (1,137 peers)
+28.7%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Berkadia 401(k) Retirement Plan's outsized position 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

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

Berkadia 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkadia 401(k) Retirement Plan lands in the large band (1,507 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 270812934 · Berkadia Commercial Mortgage LLC PY 2023 · 401(k)

Berkadia 401(k) Retirement Plan · $283M · 1,507 · 96th

  • PART $283M
  • TYPE 1,507
  • NET 96th
  • BOOK 401(k)
  • VS-ST near Townebank Stock and Savings Plan
  • BOY ind #986

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

Berkadia 401(k) Retirement Plan in the asset neighbourhood

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) PlanHaley & Aldrich, Inc. Discre…$283MTownebank Stock and Savings PlanTownebank Stock and Savings …$283MBerkadia 401(k) Retirement PlanBerkadia 401(k) Retirement P…$283MThe Harbin Clinic Profit Sharing PlanThe Harbin Clinic Profit Sha…$283MHampton Lumber Mills Hourly Retirement PlanHampton Lumber Mills Hourly …$283M
End-of-year total assets ($M) among Berkadia 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$220M
Net Assets (End of Year)$283M
Net Income$63M
Employer EIN270812934
Plan Effective Date2010-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkadia Commercial Mortgage LLC)

Sponsor-wide plan assets over time

All Berkadia Commercial Mortgage LLC plans reported in each filing year

Latest sponsor-wide plan assets
$334M 51.95055964347799% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $220M $334M ▲ +52.0%
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 Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Berkadia 401(k) Retirement Plan, Total assets ($B): 0.283115193 · Participants: 1507Berkadia 401(k) 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
Berkadia 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berkadia 401(k) Retirement Plan side-by-side with 3 peers →

Berkadia 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Townebank Stock and Savings Plan in VA ($283M); by covered participants it is Dmc Global Inc. 401(k) Plan in CO (1,507 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($283M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,507 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 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).
Which 401(k) plans cover a similar participant headcount to Berkadia 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dmc Global Inc. 401(k) Plan in CO (1,507 participants, $52M 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 270812934.

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.