401(k) · DOL Form 5500 · 2024

Berendsen, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
264
Participants Below avg headcount
82nd
Percentile by assets National rank
$153,617
Avg per participant Above avg balance/head
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Official DOL plan name: Berendsen, Inc. Retirement Savings Plan · Sponsored by Berendsen, Inc. · Oklahoma · Wholesale Trade

$41M in assets, 264 participants

Berendsen, Inc.'s Berendsen, Inc. Retirement Savings Plan reported $41M in total assets and 264 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,971 in Wholesale Trade (6,080 peers)

Coverage in Oklahoma

Berendsen, Inc. Retirement Savings Plan covers 264 participants in Oklahoma, about 35% of the average Oklahoma filer (state average ~760 per filing). Assets: $41M.

#4,971
in Wholesale Trade (6,080 peers)
+11.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Berendsen, Inc. Retirement Savings Plan's outsized position by total assets

Berendsen, Inc. Retirement Savings Plan vs every filed plan by assets

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

$40,554,969 Top 18% higher than 82% 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

Berendsen, Inc. Retirement Savings 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. Berendsen, Inc. Retirement Savings Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berendsen, Inc. Retirement Savings Plan reported net income rose from $552K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Berendsen, Inc. Retirement Savings Plan end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Berendsen, Inc. Retirement Savings Plan reported participants fell from 267 in the plan year 2023 filing to 264 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 731403688 · Berendsen, Inc. PY 2024 · 401(k)

Berendsen, Inc. Retirement Savings Plan · $41M · 264 · 82nd

  • NET $41M
  • NET 264
  • NET 82nd
  • NET 401(k)
  • NET near Piedmont Triad Anesthesia Retirement Plan
  • NET ind #4971

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 Oklahoma →

Berendsen, Inc. Retirement Savings Plan in the asset neighbourhood

Piedmont Triad Anesthesia Retirement PlanPiedmont Triad Anesthesia Re…$41MBill Deluca Companies 401(k) PlanBill Deluca Companies 401(k)…$41MWolff Bros. Supply, Inc. 401(k) Profit Sharing PlanWolff Bros. Supply, Inc. 401…$41MBerendsen, Inc. Retirement Savings PlanBerendsen, Inc. Retirement S…$41MProvident Savings Bank 401(k) PlanProvident Savings Bank 401(k…$41M
End-of-year total assets ($M) among Berendsen, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN731403688
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berendsen, Inc.)

Sponsor-wide plan assets over time

All Berendsen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 12.940341304273542% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35.9M $40.6M ▲ +12.9%
Year Plans Participants Total Assets
2022 1 318 $36M
2023 1 267 $36M
2024 1 264 $41M

Nearby 401(k) Plans in Oklahoma

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

Berendsen, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Berendsen, Inc. Retirement Savings Plan, Total assets ($B): 0.040554969 · Participants: 264Berendsen, Inc. Retirement Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Berendsen, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Berendsen, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Piedmont Triad Anesthesia Retirement Plan in NC ($41M); by covered participants it is Foxtrot Ventures 401(k) Plan in DE (264 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Berendsen, Inc. Retirement Savings Plan assets move in 2024?
Berendsen, Inc. Retirement Savings Plan grew at a solid clip - up 11.2% during 2024, from $36M to $41M. Reported net income was $4M.
How have Berendsen, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Berendsen, Inc.'s sponsor-wide assets grew 12.9%, from $36M to $41M.
Where does Berendsen, Inc. Retirement Savings Plan rank by assets among Form 5500 filers?
Berendsen, Inc. Retirement Savings Plan ranks in the 82nd 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 Berendsen, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Piedmont Triad Anesthesia Retirement Plan in NC ($41M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Berendsen, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Foxtrot Ventures 401(k) Plan in DE (264 participants, $852K in assets).