Defined Benefit (Pension) · DOL Form 5500 · 2024
The Louis Berkman Company Master Pension Plan Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $5.1M
- Avg per participant High balance/head
Official DOL plan name: The Louis Berkman Company Master Pension Plan · Sponsored by The Louis Berkman Company Master Pension Plan · Pennsylvania · Manufacturing
$15M in assets, 3 participants
The Louis Berkman Company Master Pension Plan's The Louis Berkman Company Master Pension Plan reported $15M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #9,416 in Manufacturing (17,777 peers)
What the 2024 filing shows
The Louis Berkman Company Master Pension Plan holds $15M for 3 participants - about $5.1M per participant, above the median plan by assets.
- #9,416
- in Manufacturing (17,777 peers)
- -4.5%
- assets change YoY
The plan reported a net loss of $725K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Louis Berkman Company Master Pension Plan's mid-pack asset rank among Manufacturing and all filers
The Louis Berkman Company Master Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,328,941 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Louis Berkman Company Master Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Louis Berkman Company Master Pension Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Louis Berkman Company Master Pension Plan reported net income fell from $118K in the plan year 2023 filing to -$725K in the plan year 2024 filing.
- The Louis Berkman Company Master Pension Plan end-of-year assets fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 510446461 · The Louis Berkman Company Master Pension Plan PY 2024 · Defined Benefit (Pension)
The Louis Berkman Company Master Pension Plan · $15M · 3 · 65th
- BOY $15M
- BOY 3
- BOY 65th
- BOY Defined Benefit (Pension)
- BOY near Legal Aid Society of Nassau County, N.Y., Inc. Employees's Pension Trust
- BOY ind #9416
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 Manufacturing retirement plans → · Plans in Pennsylvania →
The Louis Berkman Company Master Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$725K |
| Employer EIN | 510446461 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Louis Berkman Company Master Pension Plan)
Sponsor-wide plan assets over time
All The Louis Berkman Company Master Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 3.809839057032846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $16M |
| 2023 | 1 | 3 | $16M |
| 2024 | 1 | 3 | $15M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
The Louis Berkman Company Master Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Legal Aid Society of Nassau County, N.Y., Inc. Employees's Pension Trust in NY ($15M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Legal Aid Society of Nassau County, N.Y., Inc. Employees's Pension Trust (NY) $15M · 33
- Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan (CO) $15M · 150
- The Orchestral Association Retirement Plan for Administrative Employees (IL) $15M · 27
- Detroit Institute of Arts Pension Plan (MI) $15M · 68
Similar participant headcount
Nearest other-state filings by covered participants (3 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.