401(k) · DOL Form 5500 · 2023
Berkel & Company Contractors, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 363
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $81,565
- Avg per participant Below avg balance/head
Official DOL plan name: Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust · Sponsored by Berkel & Company Contractors, Inc. · Kansas · Construction
$30M in assets, 363 participants
Berkel & Company Contractors, Inc.'s Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust reported $30M in total assets and 363 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #6,990 in Construction (9,030 peers)
Where Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust sits by assets
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust sits in the top quartile of all filed plans by assets, $30M for 363 participants (~$81,565/participant), up 26.4% in 2023.
- #6,990
- in Construction (9,030 peers)
- +26.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust's outsized position by total assets
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,608,166 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust 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. Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust sits mid-pack in the medium band (363 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust end-of-year assets rose from $23M in the plan year 2022 filing to $30M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 480650969 · Berkel & Company Contractors, Inc. PY 2023 · 401(k)
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust · $30M · 363 · 79th
- EBSA $30M
- EBSA 363
- EBSA 79th
- EBSA 401(k)
- EBSA near Osterman & Company, Inc. 401(k) Profit Sharing Plan
- EBSA ind #6990
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 Kansas →
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $6M |
| Employer EIN | 480650969 |
| Plan Effective Date | 1985-01-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkel & Company Contractors, Inc.)
Sponsor-wide plan assets over time
All Berkel & Company Contractors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 40.83036016291845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 742 | $100M |
| 2023 | 2 | 755 | $127M |
| 2024 | 2 | 823 | $141M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $3.9B · 11,911
- Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
- Black & Veatch Retirement Program $2.7B · 6,890
- Garmin International, Inc. Retirement Plan $1.8B · 6,332
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Osterman & Company, Inc. 401(k) Profit Sharing Plan in CT ($30M); by covered participants it is Jst Corporation 401(k) Plan in IL (363 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (363 participants); asset peers above are excluded.
- Jst Corporation 401(k) Plan (IL) 363 · 0 off
- Southeastern Computer Consultants, Inc. 401(k) Plan (MD) 363 · 0 off
- Government Executive Media Group 401(k) Plan (DC) 363 · 0 off
- Bruno Independent Living Aids, Inc. 401(k) Plan and Trust (WI) 363 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.