401(k) · DOL Form 5500 · 2023

Berks New Homes LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
149
Participants Small participant base
50th
Percentile by assets National rank
$43,714
Avg per participant Low balance/head
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Official DOL plan name: Berks New Homes, LLC 401(k) Profit Sharing Plan · Sponsored by Berks New Homes LLC · Pennsylvania · Construction

$7M in assets, 149 participants

Berks New Homes LLC's Berks New Homes, LLC 401(k) Profit Sharing Plan reported $7M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,327 in Construction (9,030 peers)

Coverage in Pennsylvania

Berks New Homes, LLC 401(k) Profit Sharing Plan covers 149 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#4,327
in Construction (9,030 peers)
+38.3%
assets growth YoY

Berks New Homes, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Berks New Homes, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,513,327 Top 50% higher than 50% 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

Berks New Homes, LLC 401(k) Profit Sharing 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. Berks New Homes, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berks New Homes, LLC 401(k) Profit Sharing Plan reported net income rose from $155K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Berks New Homes, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Berks New Homes, LLC 401(k) Profit Sharing Plan reported participants rose from 113 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 823505051 · Berks New Homes LLC PY 2023 · 401(k)

Berks New Homes, LLC 401(k) Profit Sharing Plan · $7M · 149 · 50th

  • PCT $7M
  • EIN 149
  • RANK 50th
  • PHOTO 401(k)
  • IND near Hgs Digital LLC Retirement Plan
  • EOY ind #4327

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 Construction retirement plans → · Plans in Pennsylvania →

Berks New Homes, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Berks New Homes, LLC 401(k) Profit Sharing PlanBerks New Homes, LLC 401(k) …$7MHgs Digital LLC Retirement PlanHgs Digital LLC Retirement P…$7MLyons Tool & Die Company 401(k) PlanLyons Tool & Die Company 401…$7MNorthern California Fertility Medical Center 401(k) PlanNorthern California Fertilit…$7MIndependent Radiology Associates, PLC 401(k) Cross Tested Profit Sharing PlanIndependent Radiology Associ…$7M
End-of-year total assets ($M) among Berks New Homes, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN823505051
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berks New Homes LLC)

Sponsor-wide plan assets over time

All Berks New Homes LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 67.49842845172189% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.71M $7.89M ▲ +67.5%
Year Plans Participants Total Assets
2022 1 113 $5M
2023 1 149 $7M
2024 1 170 $8M

Nearby 401(k) Plans in Pennsylvania

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

Berks New Homes, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Berks New Homes, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.006513327 · Participants: 149Berks New Homes, LLC 401(k) Profit Sharing 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
Berks New Homes, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berks New Homes, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Berks New Homes, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hgs Digital LLC Retirement Plan in IL ($7M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Berks New Homes, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Berks New Homes, LLC 401(k) Profit Sharing Plan surged - up 38.3% during 2023, from $5M to $7M. Reported net income was $2M.
How have Berks New Homes LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berks New Homes LLC's sponsor-wide assets grew 67.5%, from $5M to $8M.
Which 401(k) plans are similar in size to Berks New Homes, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hgs Digital LLC Retirement Plan in IL ($7M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Berks New Homes, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 823505051.

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.