401(k) · DOL Form 5500 · 2023

Berlin Rosen Ltd. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
402
Participants Below avg headcount
74th
Percentile by assets National rank
$52,246
Avg per participant Low balance/head
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Official DOL plan name: Berlin Rosen Ltd. 401(k) P/S Plan · Sponsored by Berlin Rosen Ltd. · New York · Professional & Technical Services

$21M in assets, 402 participants

Berlin Rosen Ltd.'s Berlin Rosen Ltd. 401(k) P/S Plan reported $21M in total assets and 402 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,934 in Professional & Technical Services (20,321 peers)

Berlin Rosen Ltd. multi-year trail

Berlin Rosen Ltd.'s plans moved +39.2% in assets from 2022 to 2023; this filing shows Berlin Rosen Ltd. 401(k) P/S Plan at $21M / 402 participants.

#14,934
in Professional & Technical Services (20,321 peers)
+39.2%
assets growth YoY

Berlin Rosen Ltd. 401(k) P/S Plan's outsized position by total assets

Berlin Rosen Ltd. 401(k) P/S Plan vs every filed plan by assets

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

$21,002,789 Top 26% higher than 74% 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

Berlin Rosen Ltd. 401(k) P/S 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. Berlin Rosen Ltd. 401(k) P/S Plan sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berlin Rosen Ltd. 401(k) P/S Plan reported net income rose from -$572K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Berlin Rosen Ltd. 401(k) P/S Plan reported participants rose from 259 in the plan year 2022 filing to 402 in the plan year 2023 filing.
  • Berlin Rosen Ltd. 401(k) P/S Plan end-of-year assets rose from $15M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841685253 · Berlin Rosen Ltd. PY 2023 · 401(k)

Berlin Rosen Ltd. 401(k) P/S Plan · $21M · 402 · 74th

  • BOY $21M
  • SCH 402
  • EBSA 74th
  • PART 401(k)
  • TYPE near Gt Technologies 401(k) Savings Plan
  • NET ind #14934

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 New York →

Berlin Rosen Ltd. 401(k) P/S Plan in the asset neighbourhood

Berlin Rosen Ltd. 401(k) P/S PlanBerlin Rosen Ltd. 401(k) P/S…$21MGt Technologies 401(k) Savings PlanGt Technologies 401(k) Savin…$21MPaymaster, Inc. Multiple Employer 401(k) PlanPaymaster, Inc. Multiple Emp…$21MGlobal Lending Services LLC 401(k) PlanGlobal Lending Services LLC …$21MLakeshore Ear, Nose and Throat Center, P.C. 401(k) Profit Sharing Plan and TrustLakeshore Ear, Nose and Thro…$21M
End-of-year total assets ($M) among Berlin Rosen Ltd. 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Berlin Rosen Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Berlin Rosen Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 39.21618834801228% vs 2022
2023 filing year
$14M$16M$18M$20M$22M 20222023 $15.1M $21M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 259 $15M
2023 1 402 $21M

Berlin Rosen Ltd. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$6M
Employer EIN841685253
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Berlin Rosen Ltd. 401(k) P/S Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Berlin Rosen Ltd. 401(k) P/S Plan, Total assets ($B): 0.021002789 · Participants: 402Berlin Rosen Ltd. 401(k) P/S PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Berlin Rosen Ltd. 401(k) P/S Plan vs. nearby 401(k) plans in New York, assets vs. participants

Berlin Rosen Ltd. 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gt Technologies 401(k) Savings Plan in MI ($21M); by covered participants it is X3 Staffing, Inc. 401(k) Plan in UT (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 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 Berlin Rosen Ltd. 401(k) P/S Plan assets move in 2023?
Berlin Rosen Ltd. 401(k) P/S Plan surged - up 39.2% during 2023, from $15M to $21M. Reported net income was $6M.
How have Berlin Rosen Ltd. plan assets changed over time?
Across 2 plan years on file (2022-2023), Berlin Rosen Ltd.'s sponsor-wide assets grew 39.2%, from $15M to $21M.
Which 401(k) plans are similar in size to Berlin Rosen Ltd. 401(k) P/S Plan?
Among 401(k) plans in other states, the closest by assets is Gt Technologies 401(k) Savings Plan in MI ($21M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Berlin Rosen Ltd. 401(k) P/S Plan?
Among 401(k) plans in other states, the closest by covered participants is X3 Staffing, Inc. 401(k) Plan in UT (402 participants, $3M in assets).