401(k) · DOL Form 5500 · 2023

Berlitz Corporation 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
469
Participants Below avg headcount
88th
Percentile by assets National rank
$144,335
Avg per participant Above avg balance/head
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Official DOL plan name: The Berlitz Corporation Retirement Savings Plan · Sponsored by Berlitz Corporation · New Jersey · Educational Services

$68M in assets, 469 participants

Berlitz Corporation's The Berlitz Corporation Retirement Savings Plan reported $68M in total assets and 469 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,959 in Educational Services (3,735 peers)

Where The Berlitz Corporation Retirement Savings Plan sits by assets

The Berlitz Corporation Retirement Savings Plan sits in the top quartile of all filed plans by assets, $68M for 469 participants (~$144,335/participant), up 8.6% in 2023.

#2,959
in Educational Services (3,735 peers)
+8.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Berlitz Corporation Retirement Savings Plan's outsized position by total assets

The Berlitz Corporation Retirement Savings Plan vs every filed plan by assets

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

$67,693,006 Top 12% higher than 88% 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 Berlitz Corporation Retirement Savings 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. The Berlitz Corporation Retirement Savings Plan sits mid-pack in the medium band (469 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Berlitz Corporation Retirement Savings Plan reported net income rose from -$19M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Berlitz Corporation Retirement Savings Plan end-of-year assets rose from $62M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • The Berlitz Corporation Retirement Savings Plan reported participants fell from 506 in the plan year 2022 filing to 469 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133550016 · Berlitz Corporation PY 2023 · 401(k)

The Berlitz Corporation Retirement Savings Plan · $68M · 469 · 88th

  • ASSETS $68M
  • ASSETS 469
  • ASSETS 88th
  • ASSETS 401(k)
  • ASSETS near I.B.E.W. Local Union No. 479 Annuity / 401(k) Plan
  • ASSETS ind #2959

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 Educational Services retirement plans → · Plans in New Jersey →

The Berlitz Corporation Retirement Savings Plan in the asset neighbourhood

Dyson, Inc. 401(k) Plan$68MOrthopedic Institute Profit Sharing and Retirement Savings PlanOrthopedic Institute Profit …$68MI.B.E.W. Local Union No. 479 Annuity / 401(k) PlanI.B.E.W. Local Union No. 479…$68MThe Berlitz Corporation Retirement Savings PlanThe Berlitz Corporation Reti…$68MJht 401(k) Plan$68M
End-of-year total assets ($M) among The Berlitz Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$68M
Net Income$5M
Employer EIN133550016
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berlitz Corporation)

Sponsor-wide plan assets over time

All Berlitz Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$75M 19.986897973501595% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.4M $74.8M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 506 $62M
2023 1 469 $68M
2024 1 429 $75M

Nearby 401(k) Plans in New Jersey

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

The Berlitz Corporation Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants The Berlitz Corporation Retirement Savings Plan, Total assets ($B): 0.067693006 · Participants: 469The Berlitz Corporation Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
The Berlitz Corporation Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare The Berlitz Corporation Retirement Savings Plan side-by-side with 3 peers →

The Berlitz Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is I.B.E.W. Local Union No. 479 Annuity / 401(k) Plan in TX ($68M); by covered participants it is Mgs Employee 401(k) Plan in WI (469 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (469 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 Berlitz Corporation Retirement Savings Plan assets move in 2023? ▼
The Berlitz Corporation Retirement Savings Plan grew at a solid clip - up 8.6% during 2023, from $62M to $68M. Reported net income was $5M.
How have Berlitz Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berlitz Corporation's sponsor-wide assets grew 20.0%, from $62M to $75M.
Where does The Berlitz Corporation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Berlitz Corporation Retirement Savings Plan ranks in the 88th 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 The Berlitz Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is I.B.E.W. Local Union No. 479 Annuity / 401(k) Plan in TX ($68M, 1,190 participants).
Which 401(k) plans cover a similar participant headcount to The Berlitz Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mgs Employee 401(k) Plan in WI (469 participants, $54M 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 133550016.

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.