401(k) · DOL Form 5500 · 2024

G.W. Berkheimer Co., Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
344
Participants Below avg headcount
85th
Percentile by assets National rank
$153,459
Avg per participant Above avg balance/head
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Official DOL plan name: G.W. Berkheimer Co., Inc. 401(k) Plan · Sponsored by G.W. Berkheimer Co., Inc. · Indiana · Wholesale Trade

$53M in assets, 344 participants

G.W. Berkheimer Co., Inc.'s G.W. Berkheimer Co., Inc. 401(k) Plan reported $53M in total assets and 344 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,227 in Wholesale Trade (6,080 peers)

Where G.W. Berkheimer Co., Inc. 401(k) Plan sits by assets

G.W. Berkheimer Co., Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 344 participants (~$153,459/participant), up 9.3% in 2024.

#5,227
in Wholesale Trade (6,080 peers)
+9.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

G.W. Berkheimer Co., Inc. 401(k) Plan's outsized position by total assets

G.W. Berkheimer Co., Inc. 401(k) Plan vs every filed plan by assets

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

$52,789,739 Top 15% higher than 85% 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

G.W. Berkheimer Co., Inc. 401(k) 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. G.W. Berkheimer Co., Inc. 401(k) Plan sits mid-pack in the medium band (344 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G.W. Berkheimer Co., Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • G.W. Berkheimer Co., Inc. 401(k) Plan end-of-year assets rose from $48M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • G.W. Berkheimer Co., Inc. 401(k) Plan reported participants rose from 330 in the plan year 2023 filing to 344 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 350823544 · G.W. Berkheimer Co., Inc. PY 2024 · 401(k)

G.W. Berkheimer Co., Inc. 401(k) Plan · $53M · 344 · 85th

  • EOY $53M
  • 5500 344
  • ASSETS 85th
  • PCT 401(k)
  • EIN near Havtech Investments LLC 401(k) Plan
  • RANK ind #5227

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 Wholesale Trade retirement plans → · Plans in Indiana →

G.W. Berkheimer Co., Inc. 401(k) Plan in the asset neighbourhood

G.W. Berkheimer Co., Inc. 401(k) PlanG.W. Berkheimer Co., Inc. 40…$53MHavtech Investments LLC 401(k) PlanHavtech Investments LLC 401(…$53MThe Ralph Korte Enterprises Profit-Sharing/Thrift PlanThe Ralph Korte Enterprises …$53MUnisea 401(k) Plan$53MNational Lime & Stone Company Employees' 401(k) PlanNational Lime & Stone Compan…$53M
End-of-year total assets ($M) among G.W. Berkheimer Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$53M
Net Income$4M
Employer EIN350823544
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G.W. Berkheimer Co., Inc.)

Sponsor-wide plan assets over time

All G.W. Berkheimer Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 24.77920316726221% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71M $88.7M ▲ +24.8%
Year Plans Participants Total Assets
2022 2 619 $71M
2023 2 608 $83M
2024 2 627 $89M

Nearby 401(k) Plans in Indiana

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

G.W. Berkheimer Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants G.W. Berkheimer Co., Inc. 401(k) Plan, Total assets ($B): 0.052789739 · Participants: 344G.W. Berkheimer Co., Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
G.W. Berkheimer Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare G.W. Berkheimer Co., Inc. 401(k) Plan side-by-side with 3 peers →

G.W. Berkheimer Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Havtech Investments LLC 401(k) Plan in MD ($53M); by covered participants it is Missouri Prime Beef Packers, LLC 401(k) Plan in MO (344 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (344 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 G.W. Berkheimer Co., Inc. 401(k) Plan assets move in 2024? ▼
G.W. Berkheimer Co., Inc. 401(k) Plan grew at a solid clip - up 9.3% during 2024, from $48M to $53M. Reported net income was $4M.
How have G.W. Berkheimer Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G.W. Berkheimer Co., Inc.'s sponsor-wide assets grew 24.8%, from $71M to $89M.
Where does G.W. Berkheimer Co., Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
G.W. Berkheimer Co., Inc. 401(k) Plan ranks in the 85th 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 G.W. Berkheimer Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Havtech Investments LLC 401(k) Plan in MD ($53M, 517 participants).
Which 401(k) plans cover a similar participant headcount to G.W. Berkheimer Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Missouri Prime Beef Packers, LLC 401(k) Plan in MO (344 participants, N/A 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 350823544.

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.