401(k) · DOL Form 5500 · 2024

Berkow, Schechter & Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$792,950
Avg per participant High balance/head
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Official DOL plan name: Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust · Sponsored by Berkow, Schechter & Company · Connecticut · Professional & Technical Services

$2M in assets, 2 participants

Berkow, Schechter & Company's Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,535 in Professional & Technical Services (20,173 peers)

Berkow, Schechter & Company multi-year trail

Berkow, Schechter & Company's plans moved -48.5% in assets from 2022 to 2024; this filing shows Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust at $2M / 2 participants.

#4,535
in Professional & Technical Services (20,173 peers)
-42.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,585,900 27th percentile higher than 27% 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

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust reported net income fell from -$341K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061211215 · Berkow, Schechter & Company PY 2024 · 401(k)

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust · $2M · 2 · 27th

  • EBSA $2M
  • PART 2
  • TYPE 27th
  • NET 401(k)
  • BOOK near Columbia Grinding 401(k) Plan
  • VS-ST ind #4535

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Berkow, Schechter & Company 401(k) Profit Sharing Plan and TrustBerkow, Schechter & Company …$2MColumbia Grinding 401(k) Plan$2MRobert Frost Mountain Cabins Inc. Retirement PlanRobert Frost Mountain Cabins…$2MMoyer Holdings Corp. 401(k) PlanMoyer Holdings Corp. 401(k) …$2MMgi Retirement & Savings Plan$2M
End-of-year total assets ($M) among Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Berkow, Schechter & Company multi-year asset trail

Sponsor-wide plan assets over time

All Berkow, Schechter & Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 48.54370475591922% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $3.08M $1.59M ▼ -48.4%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 2 $3M
2024 1 2 $2M

Berkow, Schechter & Company filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN061211215
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.0015859 · Participants: 2Berkow, Schechter & Company 401(k) Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Columbia Grinding 401(k) Plan in WI ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust contracted severely - down 42.1% during 2024, from $3M to $2M. Reported net income was -$1M.
How have Berkow, Schechter & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkow, Schechter & Company's sponsor-wide assets declined 48.5%, from $3M to $2M.
Which 401(k) plans are similar in size to Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Columbia Grinding 401(k) Plan in WI ($2M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Berkow, Schechter & Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 061211215.

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.