401(k) · DOL Form 5500 · 2024
Cherry Bekaert Advisory LLC 401(k) Plan
Data updated 2026-08-25
- $263M
- Total assets Near avg plan size
- 2,470
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $106,459
- Avg per participant Below avg balance/head
Official DOL plan name: Cherry Bekaert Advisory LLC 401(k) Plan · Sponsored by Cherry Bekaert Advisory LLC · Virginia · Professional & Technical Services
$263M in assets, 2,470 participants
Cherry Bekaert Advisory LLC's Cherry Bekaert Advisory LLC 401(k) Plan reported $263M in total assets and 2,470 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,450 in Professional & Technical Services (20,173 peers)
Coverage in Virginia
Cherry Bekaert Advisory LLC 401(k) Plan covers 2,470 participants in Virginia, 3.2x the typical Virginia plan (state average ~782 per filing). Assets: $263M.
- #19,450
- in Professional & Technical Services (20,173 peers)
- +23.6%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Cherry Bekaert Advisory LLC 401(k) Plan's outsized position by total assets
Cherry Bekaert Advisory LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$262,952,824 Top 5% higher than 95% 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
Cherry Bekaert Advisory LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cherry Bekaert Advisory LLC 401(k) Plan lands in the large band (2,470 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cherry Bekaert Advisory LLC 401(k) Plan reported participants rose from 1,481 in the plan year 2023 filing to 2,470 in the plan year 2024 filing.
- Cherry Bekaert Advisory LLC 401(k) Plan end-of-year assets rose from $213M in the plan year 2023 filing to $263M in the plan year 2024 filing.
- Cherry Bekaert Advisory LLC 401(k) Plan reported net income fell from $61M in the plan year 2023 filing to $50M in the plan year 2024 filing.
DOL schedule card
Filing strip 560574444 · Cherry Bekaert Advisory LLC PY 2024 · 401(k)
Cherry Bekaert Advisory LLC 401(k) Plan · $263M · 2,470 · 95th
- PCT $263M
- PCT 2,470
- PCT 95th
- PCT 401(k)
- PCT near Balyasny Asset Management 401(k) Plan
- PCT ind #19450
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 Virginia →
Cherry Bekaert Advisory LLC 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $213M |
|---|---|
| Net Assets (End of Year) | $263M |
| Net Income | $50M |
| Employer EIN | 560574444 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cherry Bekaert Advisory LLC)
Sponsor-wide plan assets over time
All Cherry Bekaert Advisory LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $263M 86.19742087724887% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,529 | $141M |
| 2023 | 1 | 1,481 | $213M |
| 2024 | 1 | 2,470 | $263M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Cherry Bekaert Advisory LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Balyasny Asset Management 401(k) Plan in IL ($263M); by covered participants it is Vallen Distribution, Inc. 401(k) Plan in NC (2,470 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($263M here).
- Balyasny Asset Management 401(k) Plan (IL) $263M · 1,341
- Viad Corp Capital Accumulation Plan (AZ) $263M · 2,080
- Omnissa 401(k) Plan (CA) $263M · 1,596
- Gallup Retirement and Savings Plan (NE) $263M · 1,060
Similar participant headcount
Nearest other-state filings by covered participants (2,470 participants); asset peers above are excluded.
- Vallen Distribution, Inc. 401(k) Plan (NC) 2,470 · 0 off
- Belmont Village, L.P. 401(k) Savings Plan (TX) 2,470 · 0 off
- Indiana Packers Corporation 401(k) Retirement Savings Plan (IN) 2,470 · 0 off
- Bolthouse Farms, Inc. 401(k) Retirement Plan (CA) 2,469 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.