Defined Benefit (Pension) · DOL Form 5500 · 2023

The Louis Berkman Company Master Pension Plan Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
3
Participants Small participant base
69th
Percentile by assets National rank
$5.4M
Avg per participant High balance/head
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Official DOL plan name: The Louis Berkman Company Master Pension Plan · Sponsored by The Louis Berkman Company Master Pension Plan · Pennsylvania · Manufacturing

$16M in assets, 3 participants

The Louis Berkman Company Master Pension Plan's The Louis Berkman Company Master Pension Plan reported $16M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,715 in Manufacturing (18,722 peers)

What the 2023 filing shows

The Louis Berkman Company Master Pension Plan holds $16M for 3 participants - about $5.4M per participant, above the median plan by assets.

#10,715
in Manufacturing (18,722 peers)
+0.7%
assets growth YoY

The Louis Berkman Company Master Pension Plan's outsized position by total assets

The Louis Berkman Company Master Pension Plan vs every filed plan by assets

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

$16,054,136 Top 31% higher than 69% 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 Louis Berkman Company Master Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Louis Berkman Company Master Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Louis Berkman Company Master Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $118K in the plan year 2023 filing.
  • The Louis Berkman Company Master Pension Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • The Louis Berkman Company Master Pension Plan end-of-year assets rose from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510446461 · The Louis Berkman Company Master Pension Plan PY 2023 · Defined Benefit (Pension)

The Louis Berkman Company Master Pension Plan · $16M · 3 · 69th

  • EBSA $16M
  • PART 3
  • TYPE 69th
  • NET Defined Benefit (Pension)
  • BOOK near Retirement Plan for Hourly Employees of Bancroft Bag, Inc.
  • VS-ST ind #10715

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 Manufacturing retirement plans → · Plans in Pennsylvania →

The Louis Berkman Company Master Pension Plan in the asset neighbourhood

Local 22 Old Dutch Foods Inc Employee Pension PlanLocal 22 Old Dutch Foods Inc…$16MColgate-Palmolive Puerto Rico Employees Retirement PlanColgate-Palmolive Puerto Ric…$16MRetirement Plan for Hourly Employees of Bancroft Bag, Inc.Retirement Plan for Hourly E…$16MThe Louis Berkman Company Master Pension PlanThe Louis Berkman Company Ma…$16MThe Pension Plan of United Way of Greater Atlanta, Inc.The Pension Plan of United W…$16M
End-of-year total assets ($M) among The Louis Berkman Company Master Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$118K
Employer EIN510446461
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Louis Berkman Company Master Pension Plan)

Sponsor-wide plan assets over time

All The Louis Berkman Company Master Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$15M 3.809839057032846% vs 2022
2024 filing year
$15M$15.5M$16M$16.5M 202220232024 $15.9M $15.3M ▼ -3.8%
Year Plans Participants Total Assets
2022 1 2 $16M
2023 1 3 $16M
2024 1 3 $15M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

The Louis Berkman Company Master Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Louis Berkman Company Master Pension Plan, Total assets ($B): 0.016054136 · Participants: 3The Louis Berkman Company Master Pension 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
The Louis Berkman Company Master Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare The Louis Berkman Company Master Pension Plan side-by-side with 3 peers →

The Louis Berkman Company Master Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Hourly Employees of Bancroft Bag, Inc. in LA ($16M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Louis Berkman Company Master Pension Plan assets move in 2023? ▼
The Louis Berkman Company Master Pension Plan held essentially flat - up 0.7% during 2023, from $16M to $16M. Reported net income was $118K.
How have The Louis Berkman Company Master Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Louis Berkman Company Master Pension Plan's sponsor-wide assets declined 3.8%, from $16M to $15M.
Which Defined Benefit (Pension) plans are similar in size to The Louis Berkman Company Master Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Hourly Employees of Bancroft Bag, Inc. in LA ($16M, 95 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Louis Berkman Company Master Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 510446461.

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.