401(k) · DOL Form 5500 · 2023

G.W. Berkheimer Co., Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
330
Participants Below avg headcount
85th
Percentile by assets National rank
$146,334
Avg per participant Above avg balance/head
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Official DOL plan name: G.W. Berkheimer Co., Inc. 401(k) Plan · Sponsored by G.W. Berkheimer Co., Inc. · Indiana · Wholesale Trade

$48M in assets, 330 participants

G.W. Berkheimer Co., Inc.'s G.W. Berkheimer Co., Inc. 401(k) Plan reported $48M in total assets and 330 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,444 in Wholesale Trade (6,309 peers)

Where G.W. Berkheimer Co., Inc. 401(k) Plan sits by assets

G.W. Berkheimer Co., Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $48M for 330 participants (~$146,334/participant), up 15.2% in 2023.

#5,444
in Wholesale Trade (6,309 peers)
+15.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

G.W. Berkheimer Co., Inc. 401(k) Plan's outsized position by total assets

G.W. Berkheimer Co., Inc. 401(k) Plan vs every filed plan by assets

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

$48,290,209 Top 15% higher than 85% 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

G.W. Berkheimer Co., Inc. 401(k) 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. G.W. Berkheimer Co., Inc. 401(k) Plan sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • G.W. Berkheimer Co., Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • G.W. Berkheimer Co., Inc. 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350823544 · G.W. Berkheimer Co., Inc. PY 2023 · 401(k)

G.W. Berkheimer Co., Inc. 401(k) Plan · $48M · 330 · 85th

  • PCT $48M
  • PCT 330
  • PCT 85th
  • PCT 401(k)
  • PCT near Inland Label & Marketing Services, LLC 401(k) Profit Sharing Plan and Trust
  • PCT ind #5444

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 Wholesale Trade retirement plans → · Plans in Indiana →

G.W. Berkheimer Co., Inc. 401(k) Plan in the asset neighbourhood

Overdrive, Inc. 401(k) Retirement PlanOverdrive, Inc. 401(k) Retir…$48MAlamo Cement Company 401(k) Retirement Savings PlanAlamo Cement Company 401(k) …$48MInland Label & Marketing Services, LLC 401(k) Profit Sharing Plan and TrustInland Label & Marketing Ser…$48MG.W. Berkheimer Co., Inc. 401(k) PlanG.W. Berkheimer Co., Inc. 40…$48MGm Nameplate, Inc. Profit Sharing 401(k) PlanGm Nameplate, Inc. Profit Sh…$48M
End-of-year total assets ($M) among G.W. Berkheimer Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$48M
Net Income$6M
Employer EIN350823544
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G.W. Berkheimer Co., Inc.)

Sponsor-wide plan assets over time

All G.W. Berkheimer Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 24.77920316726221% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71M $88.7M ▲ +24.8%
Year Plans Participants Total Assets
2022 2 619 $71M
2023 2 608 $83M
2024 2 627 $89M

Nearby 401(k) Plans in Indiana

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

G.W. Berkheimer Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants G.W. Berkheimer Co., Inc. 401(k) Plan, Total assets ($B): 0.048290209 · Participants: 330G.W. Berkheimer Co., Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
G.W. Berkheimer Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare G.W. Berkheimer Co., Inc. 401(k) Plan side-by-side with 3 peers →

G.W. Berkheimer Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Inland Label & Marketing Services, LLC 401(k) Profit Sharing Plan and Trust in WI ($48M); by covered participants it is Hines Furlong Line 401(k) Plan in TN (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 G.W. Berkheimer Co., Inc. 401(k) Plan assets move in 2023? ▼
G.W. Berkheimer Co., Inc. 401(k) Plan grew sharply - up 15.2% during 2023, from $42M to $48M. Reported net income was $6M.
How have G.W. Berkheimer Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G.W. Berkheimer Co., Inc.'s sponsor-wide assets grew 24.8%, from $71M to $89M.
Where does G.W. Berkheimer Co., Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
G.W. Berkheimer Co., Inc. 401(k) Plan ranks in the 85th 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 G.W. Berkheimer Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inland Label & Marketing Services, LLC 401(k) Profit Sharing Plan and Trust in WI ($48M, 362 participants).
Which 401(k) plans cover a similar participant headcount to G.W. Berkheimer Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hines Furlong Line 401(k) Plan in TN (330 participants, $10M 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 350823544.

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.