401(k) · DOL Form 5500 · 2022

Bertrand Enterprises, Inc. 401 (K) Plan 401(k) Plan

Data updated 2026-08-25

$128K
Total assets Small plan by assets
1
Participants Small participant base
7th
Percentile by assets National rank
$127,809
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Bertrand Enterprises, Inc. 401(k) Plan · Sponsored by Bertrand Enterprises, Inc. 401 (K) Plan · New Jersey · Other Services

$128K in assets, 1 participants

Bertrand Enterprises, Inc. 401 (K) Plan's Bertrand Enterprises, Inc. 401(k) Plan reported $128K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,393 in Other Services (8,398 peers)

What the 2022 filing shows

Bertrand Enterprises, Inc. 401(k) Plan holds $128K for 1 participant - about $127,809 per participant, among the smaller plans by assets on file.

#1,393
in Other Services (8,398 peers)
+0.0%
assets growth YoY

Bertrand Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Bertrand Enterprises, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$127,809 7th percentile higher than 7% of 139,123 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 2022

Bertrand Enterprises, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertrand Enterprises, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 474029180 · Bertrand Enterprises, Inc. 401 (K) Plan PY 2022 · 401(k)

Bertrand Enterprises, Inc. 401(k) Plan · $128K · 1 · 7th

  • EIN $128K
  • EIN 1
  • EIN 7th
  • EIN 401(k)
  • EIN near Ltp Enterprises 401(k) Retriement Plan
  • EIN ind #1393

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 Other Services retirement plans → · Plans in New Jersey →

Bertrand Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Bertrand Enterprises, Inc. 401(k) PlanBertrand Enterprises, Inc. 4…$128KLtp Enterprises 401(k) Retriement PlanLtp Enterprises 401(k) Retri…$128KArcher Ranch Operating, Inc. 401(k) PlanArcher Ranch Operating, Inc.…$128KBbw Family Holdings Inc. 401(k) PlanBbw Family Holdings Inc. 401…$128KThe Platinum Group Management Inc 401(k) PlanThe Platinum Group Managemen…$128K
End-of-year total assets ($M) among Bertrand Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$128K
Net Assets (End of Year)$128K
Employer EIN474029180
Plan Effective Date2015-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Bertrand Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Bertrand Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.000127809 · Participants: 1Bertrand Enterprises, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Bertrand Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bertrand Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Bertrand Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ltp Enterprises 401(k) Retriement Plan in GA ($128K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bertrand Enterprises, Inc. 401(k) Plan assets move in 2022? ▼
Bertrand Enterprises, Inc. 401(k) Plan held essentially flat - up 0.0% during 2022, from $128K to $128K.
Where does Bertrand Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bertrand Enterprises, Inc. 401(k) Plan ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bertrand Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ltp Enterprises 401(k) Retriement Plan in GA ($128K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Bertrand Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474029180.

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.