401(k) · DOL Form 5500 · 2023

Berwind Corporation 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
128
Participants Small participant base
83rd
Percentile by assets National rank
$325,817
Avg per participant High balance/head
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Official DOL plan name: Berwind Corporation 401(k) Savings Plan · Sponsored by Berwind Corporation · Pennsylvania · Finance & Insurance

$42M in assets, 128 participants

Berwind Corporation's Berwind Corporation 401(k) Savings Plan reported $42M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,633 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Berwind Corporation 401(k) Savings Plan covers 128 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.

#6,633
in Finance & Insurance (8,869 peers)
+25.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Berwind Corporation 401(k) Savings Plan's outsized position by total assets

Berwind Corporation 401(k) Savings Plan vs every filed plan by assets

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

$41,704,574 Top 17% higher than 83% 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 401(k) Savings 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 401(k) Savings Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berwind Corporation 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Berwind Corporation 401(k) Savings Plan end-of-year assets rose from $33M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Berwind Corporation 401(k) Savings Plan reported participants rose from 122 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 230406815 · Berwind Corporation PY 2023 · 401(k)

Berwind Corporation 401(k) Savings Plan · $42M · 128 · 83rd

  • SCH $42M
  • EBSA 128
  • PART 83rd
  • TYPE 401(k)
  • NET near Mitchell Williams Selig Gates Woodyard PLLC Partners' 401(k) Plan and Trust
  • BOOK ind #6633

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 401(k) Savings Plan in the asset neighbourhood

Kvh Industries, Inc. 401(k) PlanKvh Industries, Inc. 401(k) …$42MAssociated Terminals, L.L.C. 401(k) PlanAssociated Terminals, L.L.C.…$42MTime Savings and Investment PlanTime Savings and Investment …$42MBerwind Corporation 401(k) Savings PlanBerwind Corporation 401(k) S…$42MMitchell Williams Selig Gates Woodyard PLLC Partners' 401(k) Plan and TrustMitchell Williams Selig Gate…$42M
End-of-year total assets ($M) among Berwind Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$42M
Net Income$9M
Employer EIN230406815
Plan Effective Date1984-09-01
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 401(k) Plans in Pennsylvania

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

Berwind Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Berwind Corporation 401(k) Savings Plan, Total assets ($B): 0.041704574 · Participants: 128Berwind Corporation 401(k) Savings 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
Berwind Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berwind Corporation 401(k) Savings Plan side-by-side with 3 peers →

Berwind Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mitchell Williams Selig Gates Woodyard PLLC Partners' 401(k) Plan and Trust in AR ($42M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 401(k) Savings Plan assets move in 2023? ▼
Berwind Corporation 401(k) Savings Plan grew sharply - up 25.4% during 2023, from $33M to $42M. 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 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Berwind Corporation 401(k) Savings Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Berwind Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mitchell Williams Selig Gates Woodyard PLLC Partners' 401(k) Plan and Trust in AR ($42M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Berwind Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A 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.