401(k) · DOL Form 5500 · 2024
Berchwood Partners LLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 18
- Participants Small participant base
Official DOL plan name: Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust · Sponsored by Berchwood Partners LLC · New York · Other Services
N/A in assets, 18 participants
Berchwood Partners LLC's Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust reported N/A in total assets and 18 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust holds N/A for 18 participants.
Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust reported participants rose from 7 in the plan year 2022 filing to 18 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 134124660 · Berchwood Partners LLC PY 2024 · 401(k)
Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust · N/A · 18
- EIN N/A
- RANK 18
- PHOTO PY 2024
- IND 401(k)
- EOY near Zimmm, Inc. 401(k) Plan
- 5500 status FILING RECEI
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 York →
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | N/A |
| Employer EIN | 134124660 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berchwood Partners LLC)
Sponsor-wide plan assets over time
All Berchwood Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $810K |
| 2024 | 1 | 18 | N/A |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust's closest out-of-state 401(k) peers by headcount
Outside New York, the nearest 401(k) by covered participants is Zimmm, Inc. 401(k) Plan in TN (18 participants; this filing: 18 participants).
Similar participant headcount
Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.