401(k) · DOL Form 5500 · 2023

H.a. Berkheimer, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
414
Participants Below avg headcount
77th
Percentile by assets National rank
$64,139
Avg per participant Low balance/head
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Official DOL plan name: H. a. Berkheimer, Inc. Retirement Plan · Sponsored by H.a. Berkheimer, Inc. · Pennsylvania · Administrative & Support Services

$27M in assets, 414 participants

H.a. Berkheimer, Inc.'s H. a. Berkheimer, Inc. Retirement Plan reported $27M in total assets and 414 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,870 in Administrative & Support Services (4,372 peers)

Where H. a. Berkheimer, Inc. Retirement Plan sits by assets

H. a. Berkheimer, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 414 participants (~$64,139/participant), up 16.6% in 2023.

#3,870
in Administrative & Support Services (4,372 peers)
+16.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

H. a. Berkheimer, Inc. Retirement Plan's outsized position by total assets

H. a. Berkheimer, Inc. Retirement Plan vs every filed plan by assets

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

$26,553,572 Top 23% higher than 77% 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

H. a. Berkheimer, Inc. 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. H. a. Berkheimer, Inc. Retirement Plan sits mid-pack in the medium band (414 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H. a. Berkheimer, Inc. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • H. a. Berkheimer, Inc. Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231669661 · H.a. Berkheimer, Inc. PY 2023 · 401(k)

H. a. Berkheimer, Inc. Retirement Plan · $27M · 414 · 77th

  • TYPE $27M
  • TYPE 414
  • TYPE 77th
  • TYPE 401(k)
  • TYPE near Sur-Seal 401(k) Retirement Savings Plan
  • TYPE ind #3870

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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →

H. a. Berkheimer, Inc. Retirement Plan in the asset neighbourhood

H. a. Berkheimer, Inc. Retirement PlanH. a. Berkheimer, Inc. Retir…$27MSur-Seal 401(k) Retirement Savings PlanSur-Seal 401(k) Retirement S…$27MInteroperability Bidco, Inc. 401(k) PlanInteroperability Bidco, Inc.…$27MRowe Engineering, Inc. 401(k) PlanRowe Engineering, Inc. 401(k…$27MTriple B Corporation 401(k) Savings PlanTriple B Corporation 401(k) …$27M
End-of-year total assets ($M) among H. a. Berkheimer, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN231669661
Plan Effective Date1969-12-26
Filing StatusFILING RECEIVED

Sponsor Plan History (H.a. Berkheimer, Inc.)

Sponsor-wide plan assets over time

All H.a. Berkheimer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 27.1953030729036% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.8M $29M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 411 $23M
2023 1 414 $27M
2024 1 449 $29M

Nearby 401(k) Plans in Pennsylvania

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

H. a. Berkheimer, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants H. a. Berkheimer, Inc. Retirement Plan, Total assets ($B): 0.026553572 · Participants: 414H. a. Berkheimer, Inc. Retirement 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
H. a. Berkheimer, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare H. a. Berkheimer, Inc. Retirement Plan side-by-side with 3 peers →

H. a. Berkheimer, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sur-Seal 401(k) Retirement Savings Plan in OH ($27M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (414 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (414 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 H. a. Berkheimer, Inc. Retirement Plan assets move in 2023? ▼
H. a. Berkheimer, Inc. Retirement Plan grew sharply - up 16.6% during 2023, from $23M to $27M. Reported net income was $4M.
How have H.a. Berkheimer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.a. Berkheimer, Inc.'s sponsor-wide assets grew 27.2%, from $23M to $29M.
Where does H. a. Berkheimer, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
H. a. Berkheimer, Inc. Retirement Plan ranks in the 77th 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 H. a. Berkheimer, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sur-Seal 401(k) Retirement Savings Plan in OH ($27M, 344 participants).
Which 401(k) plans cover a similar participant headcount to H. a. Berkheimer, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (414 participants, $39M 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 231669661.

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.