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
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
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.
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. 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
| 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 EIN | 841685253 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (402 participants); asset peers above are excluded.
- X3 Staffing, Inc. 401(k) Plan (UT) 402 · 0 off
- Link Engineering Company Tax Deferred Savings Plan-401(k) (MI) 402 · 0 off
- James Wood Motors 401(k) Plan (TX) 402 · 0 off
- Yavapai Apache Nation Enterprise 401(k) Retirement Plan (AZ) 402 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.