401(k) · DOL Form 5500 · 2024

Berwind Corporation 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
118
Participants Small participant base
84th
Percentile by assets National rank
$412,031
Avg per participant High balance/head
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Official DOL plan name: Berwind Corporation 401(k) Savings Plan · Sponsored by Berwind Corporation · Pennsylvania · Finance & Insurance

$49M in assets, 118 participants

Berwind Corporation's Berwind Corporation 401(k) Savings Plan reported $49M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,406 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Berwind Corporation 401(k) Savings Plan covers 118 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $49M.

#6,406
in Finance & Insurance (8,549 peers)
+16.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Berwind Corporation 401(k) Savings Plan's outsized position by total assets

Berwind Corporation 401(k) Savings Plan vs every filed plan by assets

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

$48,619,689 Top 16% higher than 84% 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

Berwind Corporation 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berwind Corporation 401(k) Savings Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berwind Corporation 401(k) Savings Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Berwind Corporation 401(k) Savings Plan end-of-year assets rose from $42M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Berwind Corporation 401(k) Savings Plan reported participants fell from 128 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 230406815 · Berwind Corporation PY 2024 · 401(k)

Berwind Corporation 401(k) Savings Plan · $49M · 118 · 84th

  • BOOK $49M
  • BOOK 118
  • BOOK 84th
  • BOOK 401(k)
  • BOOK near Payette Associates Inc. 401(k) Plan
  • BOOK ind #6406

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 Pennsylvania →

Berwind Corporation 401(k) Savings Plan in the asset neighbourhood

Nodak Insurance Company 401(k) Profit Sharing PlanNodak Insurance Company 401(…$49MBerwind Corporation 401(k) Savings PlanBerwind Corporation 401(k) S…$49MPayette Associates Inc. 401(k) PlanPayette Associates Inc. 401(…$49MRay Catena Motor Car Corporation 401(k) Plan & TrustRay Catena Motor Car Corpora…$49MXr Trading LLC 401(k) Plan$49M
End-of-year total assets ($M) among Berwind Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$49M
Net Income$7M
Employer EIN230406815
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berwind Corporation)

Sponsor-wide plan assets over time

All Berwind Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$148M 19.827656726598516% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $124M $148M ▲ +19.8%
Year Plans Participants Total Assets
2022 2 312 $124M
2023 2 300 $141M
2024 2 282 $148M

Nearby 401(k) Plans in Pennsylvania

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

Berwind Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Berwind Corporation 401(k) Savings Plan, Total assets ($B): 0.048619689 · Participants: 118Berwind Corporation 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Berwind Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berwind Corporation 401(k) Savings Plan side-by-side with 3 peers →

Berwind Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Payette Associates Inc. 401(k) Plan in MA ($49M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Berwind Corporation 401(k) Savings Plan assets move in 2024? ▼
Berwind Corporation 401(k) Savings Plan grew sharply - up 16.6% during 2024, from $42M to $49M. Reported net income was $7M.
How have Berwind Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berwind Corporation's sponsor-wide assets grew 19.8%, from $124M to $148M.
Where does Berwind Corporation 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Berwind Corporation 401(k) Savings Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Berwind Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Payette Associates Inc. 401(k) Plan in MA ($49M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Berwind Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 230406815.

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.