401(k) · DOL Form 5500 · 2023

Beretta U.S.a. Corporation 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
289
Participants Below avg headcount
82nd
Percentile by assets National rank
$128,911
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan · Sponsored by Beretta U.S.a. Corporation · Maryland · Wholesale Trade

$37M in assets, 289 participants

Beretta U.S.a. Corporation's Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan reported $37M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,189 in Wholesale Trade (6,309 peers)

Coverage in Maryland

Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan covers 289 participants in Maryland, about 31% of the average Maryland filer (state average ~929 per filing). Assets: $37M.

#5,189
in Wholesale Trade (6,309 peers)
+8.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan's outsized position by total assets

Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$37,255,300 Top 18% higher than 82% 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

Beretta U.S.a. Corporation 401(k) & Profit Sharing 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. Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan reported participants rose from 267 in the plan year 2022 filing to 289 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221898352 · Beretta U.S.a. Corporation PY 2023 · 401(k)

Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan · $37M · 289 · 82nd

  • SCH $37M
  • EBSA 289
  • PART 82nd
  • TYPE 401(k)
  • NET near Pen-Link, Ltd. 401(k) Plan
  • BOOK ind #5189

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 Maryland →

Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan in the asset neighbourhood

Beretta U.S.a. Corporation 401(k) & Profit Sharing PlanBeretta U.S.a. Corporation 4…$37MPen-Link, Ltd. 401(k) Plan$37MEssex Industries, Inc. 401(k) & Profit Sharing PlanEssex Industries, Inc. 401(k…$37MOrora Visual Retirement Savings PlanOrora Visual Retirement Savi…$37MWholestone Farms Cooperative 401(k) PlanWholestone Farms Cooperative…$37M
End-of-year total assets ($M) among Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN221898352
Plan Effective Date1981-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beretta U.S.a. Corporation)

Sponsor-wide plan assets over time

All Beretta U.S.a. Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$44M 27.607637041396853% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.4M $43.9M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 267 $34M
2023 1 289 $37M
2024 1 308 $44M

Nearby 401(k) Plans in Maryland

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

Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 0.0372553 · Participants: 289Beretta U.S.a. Corporation 401(k) & Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Pen-Link, Ltd. 401(k) Plan in NE ($37M); by covered participants it is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan assets move in 2023?
Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan grew at a solid clip - up 8.3% during 2023, from $34M to $37M. Reported net income was $3M.
How have Beretta U.S.a. Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Beretta U.S.a. Corporation's sponsor-wide assets grew 27.6%, from $34M to $44M.
Where does Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers?
Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan ranks in the 82nd 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 Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Pen-Link, Ltd. 401(k) Plan in NE ($37M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Beretta U.S.a. Corporation 401(k) & Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants, N/A in assets).