Defined Benefit (Pension) · DOL Form 5500 · 2024

Berwind Corporation Pension Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
164
Participants Small participant base
90th
Percentile by assets National rank
$606,109
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Berwind Corporation Employees' Retirement Plan · Sponsored by Berwind Corporation · Pennsylvania · Finance & Insurance

$99M in assets, 164 participants

Berwind Corporation's Berwind Corporation Employees' Retirement Plan reported $99M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,267 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Berwind Corporation Employees' Retirement Plan covers 164 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $99M.

#7,267
in Finance & Insurance (8,549 peers)
-0.2%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $227K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berwind Corporation Employees' Retirement Plan's outsized position by total assets

Berwind Corporation Employees' Retirement Plan vs every filed plan by assets

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

$99,401,854 Top 10% higher than 90% 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 Employees' Retirement 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 Employees' Retirement Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berwind Corporation Employees' Retirement Plan reported net income fell from $9M in the plan year 2023 filing to -$227K in the plan year 2024 filing.
  • Berwind Corporation Employees' Retirement Plan reported participants fell from 172 in the plan year 2023 filing to 164 in the plan year 2024 filing.
  • Berwind Corporation Employees' Retirement Plan end-of-year assets fell from $100M in the plan year 2023 filing to $99M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 230406815 · Berwind Corporation PY 2024 · Defined Benefit (Pension)

Berwind Corporation Employees' Retirement Plan · $99M · 164 · 90th

  • 5500 $99M
  • ASSETS 164
  • PCT 90th
  • EIN Defined Benefit (Pension)
  • RANK near The Retirement Income Plan for Employees of the Rockefeller Foundation
  • PHOTO ind #7267

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 Employees' Retirement Plan in the asset neighbourhood

Natixis US Cib Defined Benefit Pension PlanNatixis US Cib Defined Benef…$99MConcord General Mutual Insurance Company Employees Pension PlanConcord General Mutual Insur…$99MBerwind Corporation Employees' Retirement PlanBerwind Corporation Employee…$99MThe Retirement Income Plan for Employees of the Rockefeller FoundationThe Retirement Income Plan f…$99MGolden Valley Electric Association Retirement PlanGolden Valley Electric Assoc…$99M
End-of-year total assets ($M) among Berwind Corporation Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$99M
Net Income-$227K
Employer EIN230406815
Plan Effective Date1948-07-01
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 Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Berwind Corporation Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Berwind Corporation Employees' Retirement Plan, Total assets ($B): 0.099401854 · Participants: 164Berwind Corporation Employees' Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Berwind Corporation Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Berwind Corporation Employees' Retirement Plan side-by-side with 3 peers →

Berwind Corporation Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Retirement Income Plan for Employees of the Rockefeller Foundation in NY ($99M); by covered participants it is Noland Health Services Retirement Income Plan in AL (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Employees' Retirement Plan assets move in 2024? ▼
Berwind Corporation Employees' Retirement Plan held essentially flat - down 0.2% during 2024, from $100M to $99M. Reported net income was -$227K.
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 Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Berwind Corporation Employees' Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Berwind Corporation Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Income Plan for Employees of the Rockefeller Foundation in NY ($99M, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Berwind Corporation Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Noland Health Services Retirement Income Plan in AL (164 participants, $39M 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.