401(k) · DOL Form 5500 · 2024

Berenson & Company, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
22
Participants Small participant base
55th
Percentile by assets National rank
$442,366
Avg per participant High balance/head
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Official DOL plan name: Berenson & Company, LLC 401(k) Plan · Sponsored by Berenson & Company, LLC · New York · Finance & Insurance

$10M in assets, 22 participants

Berenson & Company, LLC's Berenson & Company, LLC 401(k) Plan reported $10M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,336 in Finance & Insurance (8,549 peers)

Berenson & Company, LLC multi-year trail

Berenson & Company, LLC's plans moved +43.6% in assets from 2022 to 2024; this filing shows Berenson & Company, LLC 401(k) Plan at $10M / 22 participants.

#3,336
in Finance & Insurance (8,549 peers)
+5.9%
assets growth YoY

Berenson & Company, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Berenson & Company, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,732,050 Top 45% higher than 55% of 123,620 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 2024

Berenson & Company, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berenson & Company, LLC 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berenson & Company, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $544K in the plan year 2024 filing.
  • Berenson & Company, LLC 401(k) Plan reported participants fell from 31 in the plan year 2023 filing to 22 in the plan year 2024 filing.
  • Berenson & Company, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 134100640 · Berenson & Company, LLC PY 2024 · 401(k)

Berenson & Company, LLC 401(k) Plan · $10M · 22 · 55th

  • ASSETS $10M
  • ASSETS 22
  • ASSETS 55th
  • ASSETS 401(k)
  • ASSETS near Abacus Data Systems, Inc. 401(k) Plan
  • ASSETS ind #3336

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 Finance & Insurance retirement plans → · Plans in New York →

Berenson & Company, LLC 401(k) Plan in the asset neighbourhood

Berenson & Company, LLC 401(k) PlanBerenson & Company, LLC 401(…$10MAbacus Data Systems, Inc. 401(k) PlanAbacus Data Systems, Inc. 40…$10MHart Energy Publishing LLC 401(k) PlanHart Energy Publishing LLC 4…$10MComlux America 401(k) Plan$10MClark-Lindsey Village, Inc. 401(k) PlanClark-Lindsey Village, Inc. …$10M
End-of-year total assets ($M) among Berenson & Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Berenson & Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Berenson & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.59674958357599% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.78M $9.73M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 25 $7M
2023 1 31 $9M
2024 1 22 $10M

Berenson & Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$544K
Employer EIN134100640
Plan Effective Date1997-05-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Berenson & Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Berenson & Company, LLC 401(k) Plan, Total assets ($B): 0.00973205 · Participants: 22Berenson & Company, LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Berenson & Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Berenson & Company, LLC 401(k) Plan side-by-side with 3 peers →

Berenson & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Abacus Data Systems, Inc. 401(k) Plan in CA ($10M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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.

Frequently Asked Questions

How did Berenson & Company, LLC 401(k) Plan assets move in 2024? ▼
Berenson & Company, LLC 401(k) Plan grew at a solid clip - up 5.9% during 2024, from $9M to $10M. Reported net income was $544K.
How have Berenson & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berenson & Company, LLC's sponsor-wide assets grew 43.6%, from $7M to $10M.
Which 401(k) plans are similar in size to Berenson & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abacus Data Systems, Inc. 401(k) Plan in CA ($10M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Berenson & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134100640.

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.