401(k) · DOL Form 5500 · 2024

Berlinrosen Holdings 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
393
Participants Below avg headcount
85th
Percentile by assets National rank
$142,253
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Berlinrosen Holdings 401(k) Plan · Sponsored by Berlinrosen Holdings · New York · Professional & Technical Services

$56M in assets, 393 participants

Berlinrosen Holdings's Berlinrosen Holdings 401(k) Plan reported $56M in total assets and 393 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.

  • #17,391 in Professional & Technical Services (20,173 peers)

Coverage in New York

Berlinrosen Holdings 401(k) Plan covers 393 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $56M.

#17,391
in Professional & Technical Services (20,173 peers)
+164.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Berlinrosen Holdings 401(k) Plan's outsized position by total assets

Berlinrosen Holdings 401(k) Plan vs every filed plan by assets

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

$55,905,322 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

Berlinrosen Holdings 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. Berlinrosen Holdings 401(k) Plan sits mid-pack in the medium band (393 participants).

DOL schedule card

Filing strip 874291223 · Berlinrosen Holdings PY 2024 · 401(k)

Berlinrosen Holdings 401(k) Plan · $56M · 393 · 85th

  • SCH $56M
  • EBSA 393
  • PART 85th
  • TYPE 401(k)
  • NET near Nexpera 401(k) Plan
  • BOOK ind #17391

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 →

Berlinrosen Holdings 401(k) Plan in the asset neighbourhood

Berlinrosen Holdings 401(k) PlanBerlinrosen Holdings 401(k) …$56MNexpera 401(k) Plan$56MR.a. Smith, Inc. 401(k) Plan$56MUma Education, Inc. 401(k) Retirement PlanUma Education, Inc. 401(k) R…$56MRichards Building Supply Co. Profit Sharing PlanRichards Building Supply Co.…$56M
End-of-year total assets ($M) among Berlinrosen Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$56M
Net Income$14M
Employer EIN874291223
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.

Berlinrosen Holdings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Berlinrosen Holdings 401(k) Plan, Total assets ($B): 0.055905322 · Participants: 393Berlinrosen Holdings 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Berlinrosen Holdings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Berlinrosen Holdings 401(k) Plan side-by-side with 3 peers →

Berlinrosen Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nexpera 401(k) Plan in DE ($56M); by covered participants it is Allied Printing Services, Incorporated 401(k) Retirement Savings Plan in CT (393 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (393 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 Berlinrosen Holdings 401(k) Plan assets move in 2024? ▼
Berlinrosen Holdings 401(k) Plan surged - up 164.4% during 2024, from $21M to $56M. Reported net income was $14M.
Where does Berlinrosen Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Berlinrosen Holdings 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 Berlinrosen Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nexpera 401(k) Plan in DE ($56M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Berlinrosen Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Printing Services, Incorporated 401(k) Retirement Savings Plan in CT (393 participants, $41M 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 874291223.

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.