401(k) · DOL Form 5500 · 2023

Berdon LLP 401(k) Plan

Data updated 2026-08-25

$187K
Total assets Small plan by assets
413
Participants Below avg headcount
10th
Percentile by assets National rank
$452
Avg per participant Low balance/head
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Official DOL plan name: The Berdon LLP Retirement Plan · Sponsored by Berdon LLP · New York · Professional & Technical Services

$187K in assets, 413 participants

Berdon LLP's The Berdon LLP Retirement Plan reported $187K in total assets and 413 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,629 in Professional & Technical Services (20,321 peers)

Berdon LLP multi-year trail

Berdon LLP's plans moved -99.8% in assets from 2022 to 2023; this filing shows The Berdon LLP Retirement Plan at $187K / 413 participants.

#1,629
in Professional & Technical Services (20,321 peers)
-99.8%
assets change YoY

The plan reported a net loss of $96M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Berdon LLP Retirement Plan among the smaller filed plans by assets

The Berdon LLP Retirement Plan vs every filed plan by assets

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

$186,734 10th percentile higher than 10% 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

The Berdon LLP 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. The Berdon LLP Retirement Plan sits mid-pack in the medium band (413 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Berdon LLP Retirement Plan reported net income fell from -$25M in the plan year 2022 filing to -$96M in the plan year 2023 filing.
  • The Berdon LLP Retirement Plan end-of-year assets fell from $96M in the plan year 2022 filing to $187K in the plan year 2023 filing.
  • The Berdon LLP Retirement Plan reported participants rose from 403 in the plan year 2022 filing to 413 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 130485070 · Berdon LLP PY 2023 · 401(k)

The Berdon LLP Retirement Plan · $187K · 413 · 10th

  • RANK $187K
  • PHOTO 413
  • IND 10th
  • EOY 401(k)
  • 5500 near Km Select Corporation 401(k) Plan
  • ASSETS ind #1629

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 New York →

The Berdon LLP Retirement Plan in the asset neighbourhood

The Berdon LLP Retirement PlanThe Berdon LLP Retirement Pl…$187KKm Select Corporation 401(k) PlanKm Select Corporation 401(k)…$187KMrg Practice Transition Partners, Inc. 401(k) PlanMrg Practice Transition Part…$187KCustomer First Painting Incorporated 401(k) Profit Sharing PlanCustomer First Painting Inco…$187KApex Insurance Group Retirement PlanApex Insurance Group Retirem…$187K
End-of-year total assets ($M) among The Berdon LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Berdon LLP multi-year asset trail

Sponsor-wide plan assets over time

All Berdon LLP plans reported in each filing year

Latest sponsor-wide plan assets
$187K 99.80556981556923% vs 2022
2023 filing year
$0M$50M$100M$150M 20222023 $96M $0.19M ▼ -99.8%
Year Plans Participants Total Assets
2022 1 403 $96M
2023 1 413 $187K

Berdon LLP filing trail (2023)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$187K
Net Income-$96M
Employer EIN130485070
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

The Berdon LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Berdon LLP Retirement Plan, Total assets ($B): 0.000186734 · Participants: 413The Berdon LLP Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Berdon LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Berdon LLP Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Km Select Corporation 401(k) Plan in IL ($187K); by covered participants it is Menholt Automotive Group 401(k) Plan in MT (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 The Berdon LLP Retirement Plan assets move in 2023? ▼
The Berdon LLP Retirement Plan contracted severely - down 99.8% during 2023, from $96M to $187K. Reported net income was -$96M.
How have Berdon LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Berdon LLP's sponsor-wide assets declined 99.8%, from $96M to $187K.
Where does The Berdon LLP Retirement Plan rank by assets among Form 5500 filers? ▼
The Berdon LLP Retirement Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Berdon LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Km Select Corporation 401(k) Plan in IL ($187K, N/A participants).
Which 401(k) plans cover a similar participant headcount to The Berdon LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Menholt Automotive Group 401(k) Plan in MT (413 participants, $17M 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 130485070.

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.