401(k) · DOL Form 5500 · 2024
Berkadia Commercial Mortgage LLC 401(k) Plan
Data updated 2026-08-11
- $334M
- Total assets
- 1,538
- Participants
- 96th
- Percentile by assets
- $217,384
- Avg per participant
Official DOL plan name: Berkadia 401(k) Retirement Plan · Sponsored by Berkadia Commercial Mortgage LLC · Pennsylvania · Management of Enterprises
$334M in assets, 1,538 participants
Berkadia Commercial Mortgage LLC's Berkadia 401(k) Retirement Plan reported $334M in total assets and 1,538 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #998 in Management of Enterprises (1,133 peers)
Where Berkadia 401(k) Retirement Plan sits by assets
Berkadia 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $334M for 1,538 participants (~$217,384/participant), up 18.1% in 2024.
- $334M
- total plan assets (2024 EOY)
- 1,538
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $217,384
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berkadia 401(k) Retirement Plan reported net income fell from $63M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Berkadia 401(k) Retirement Plan end-of-year assets rose from $283M in the plan year 2023 filing to $334M in the plan year 2024 filing.
- Berkadia 401(k) Retirement Plan reported participants rose from 1,507 in the plan year 2023 filing to 1,538 in the plan year 2024 filing.
Berkadia 401(k) Retirement Plan vs the 2024 asset distribution
By assets, Berkadia 401(k) Retirement Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $283M |
|---|---|
| Net Assets (End of Year) | $334M |
| Net Income | $51M |
| Employer EIN | 270812934 |
| Plan Effective Date | 2010-03-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkadia Commercial Mortgage LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,309 | $220M |
| 2023 | 1 | 1,507 | $283M |
| 2024 | 1 | 1,538 | $334M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Berkadia 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Berkadia 401(k) Retirement Plan by total assets, not by location.
- Cra International 401(k) Plan (MA) $334M · 928
- Meriter 401(k) Plan (WI) $335M · 3,248
- Hrl Retirement Savings Plan for Non-Bargained Employees (CA) $335M · 960
- Movement Mortgage 401(k) Plan (SC) $334M · 4,373
Frequently Asked Questions
How did Berkadia 401(k) Retirement Plan assets move in 2024? ▼
How have Berkadia Commercial Mortgage LLC plan assets changed over time? ▼
Where does Berkadia 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Berkadia 401(k) Retirement Plan? ▼
Next read for Berkadia 401(k) Retirement Plan
Scale reading
Ways to act on Berkadia 401(k) Retirement Plan's numbers.
- By total assets, Berkadia 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Berkadia Commercial Mortgage LLC's sponsor-wide assets have grown 52.0% since 2022 across 3 plan years on file. More Management of Enterprises plans