401(k) · DOL Form 5500 · 2023

PROSPECTUS/BERCO 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
264
Participants Below avg headcount
63rd
Percentile by assets National rank
$45,659
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Prospectus/Berco 401(k) Plan · Sponsored by PROSPECTUS/BERCO · Pennsylvania · Healthcare & Social Assistance

$12M in assets, 264 participants

PROSPECTUS/BERCO's Prospectus/Berco 401(k) Plan reported $12M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,042 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Prospectus/Berco 401(k) Plan covers 264 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#12,042
in Healthcare & Social Assistance (17,684 peers)
+9.9%
assets growth YoY

Prospectus/Berco 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Prospectus/Berco 401(k) Plan vs every filed plan by assets

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

$12,053,895 Top 37% higher than 63% 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

Prospectus/Berco 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. Prospectus/Berco 401(k) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Prospectus/Berco 401(k) Plan reported net income rose from $309K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Prospectus/Berco 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Prospectus/Berco 401(k) Plan reported participants fell from 276 in the plan year 2022 filing to 264 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232023612 · PROSPECTUS/BERCO PY 2023 · 401(k)

Prospectus/Berco 401(k) Plan · $12M · 264 · 63rd

  • EBSA $12M
  • EBSA 264
  • EBSA 63rd
  • EBSA 401(k)
  • EBSA near Wasserman Music 401(k) Plan
  • EBSA ind #12042

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Prospectus/Berco 401(k) Plan in the asset neighbourhood

Wasserman Music 401(k) Plan$12MMetropolitan Market, LLC Retirement Savings PlanMetropolitan Market, LLC Ret…$12MMallory Safety and Supply Employees Retirement PlanMallory Safety and Supply Em…$12MProspectus/Berco 401(k) Plan$12MMark Christopher Chevrolet Inc 401(k) Profit Sharing Plan & TrustMark Christopher Chevrolet I…$12M
End-of-year total assets ($M) among Prospectus/Berco 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN232023612
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PROSPECTUS/BERCO)

Sponsor-wide plan assets over time

All PROSPECTUS/BERCO plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.0899302952482732% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $11M $11.2M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 276 $11M
2023 1 264 $12M
2024 1 256 $11M

Nearby 401(k) Plans in Pennsylvania

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

Prospectus/Berco 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Prospectus/Berco 401(k) Plan, Total assets ($B): 0.012053895 · Participants: 264Prospectus/Berco 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Prospectus/Berco 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Prospectus/Berco 401(k) Plan side-by-side with 3 peers →

Prospectus/Berco 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Wasserman Music 401(k) Plan in CA ($12M); by covered participants it is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Prospectus/Berco 401(k) Plan assets move in 2023? ▼
Prospectus/Berco 401(k) Plan grew at a solid clip - up 9.9% during 2023, from $11M to $12M. Reported net income was $1M.
How have PROSPECTUS/BERCO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PROSPECTUS/BERCO's sponsor-wide assets grew 2.1%, from $11M to $11M.
Which 401(k) plans are similar in size to Prospectus/Berco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wasserman Music 401(k) Plan in CA ($12M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Prospectus/Berco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants, $4M 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 232023612.

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.