Defined Benefit (Pension) · DOL Form 5500 · 2023

Berwind Corporation Pension Plan

Data updated 2026-08-25

$100M
Total assets Below avg plan size
172
Participants Small participant base
91st
Percentile by assets National rank
$579,242
Avg per participant High balance/head
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Official DOL plan name: Berwind Corporation Employees' Retirement Plan · Sponsored by Berwind Corporation · Pennsylvania · Finance & Insurance

$100M in assets, 172 participants

Berwind Corporation's Berwind Corporation Employees' Retirement Plan reported $100M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,675 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Berwind Corporation Employees' Retirement Plan covers 172 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $100M.

#7,675
in Finance & Insurance (8,869 peers)
+10.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Berwind Corporation Employees' Retirement Plan's outsized position by total assets

Berwind Corporation Employees' Retirement Plan vs every filed plan by assets

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

$99,629,597 Top 9% higher than 91% 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

Berwind Corporation Employees' Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berwind Corporation Employees' Retirement Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berwind Corporation Employees' Retirement Plan reported net income rose from -$29M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Berwind Corporation Employees' Retirement Plan end-of-year assets rose from $90M in the plan year 2022 filing to $100M in the plan year 2023 filing.
  • Berwind Corporation Employees' Retirement Plan reported participants fell from 190 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 230406815 · Berwind Corporation PY 2023 · Defined Benefit (Pension)

Berwind Corporation Employees' Retirement Plan · $100M · 172 · 91st

  • PCT $100M
  • EIN 172
  • RANK 91st
  • PHOTO Defined Benefit (Pension)
  • IND near Pension Plan of Allen & Company
  • EOY ind #7675

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 Pennsylvania →

Berwind Corporation Employees' Retirement Plan in the asset neighbourhood

Indorama Ventures Defined Benefit Pension PlanIndorama Ventures Defined Be…$100MBerwind Corporation Employees' Retirement PlanBerwind Corporation Employee…$100MPension Plan of Allen & CompanyPension Plan of Allen & Comp…$99MTeck American Incorporated Retirement PlanTeck American Incorporated R…$99MPlumbers & Steamfitters Local 118 Pension PlanPlumbers & Steamfitters Loca…$99M
End-of-year total assets ($M) among Berwind Corporation Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$100M
Net Income$9M
Employer EIN230406815
Plan Effective Date1948-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berwind Corporation)

Sponsor-wide plan assets over time

All Berwind Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$148M 19.827656726598516% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $124M $148M ▲ +19.8%
Year Plans Participants Total Assets
2022 2 312 $124M
2023 2 300 $141M
2024 2 282 $148M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Berwind Corporation Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Berwind Corporation Employees' Retirement Plan, Total assets ($B): 0.099629597 · Participants: 172Berwind Corporation Employees' Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Berwind Corporation Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Berwind Corporation Employees' Retirement Plan side-by-side with 3 peers →

Berwind Corporation Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Pension Plan of Allen & Company in NY ($99M); by covered participants it is Norwegian Christian Home and Health Center Pension Plan in NY (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Berwind Corporation Employees' Retirement Plan assets move in 2023? ▼
Berwind Corporation Employees' Retirement Plan grew at a solid clip - up 10.4% during 2023, from $90M to $100M. Reported net income was $9M.
How have Berwind Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berwind Corporation's sponsor-wide assets grew 19.8%, from $124M to $148M.
Where does Berwind Corporation Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Berwind Corporation Employees' Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Berwind Corporation Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of Allen & Company in NY ($99M, 78 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Berwind Corporation Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Norwegian Christian Home and Health Center Pension Plan in NY (172 participants, $3K 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 230406815.

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.