401(k) · DOL Form 5500 · 2024
Cherry Bekaert Advisory LLC 401(k) Plan
Data updated 2026-08-11
- $263M
- Total assets
- 2,470
- Participants
- 95th
- Percentile by assets
- $106,459
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $263M
- total plan assets (2024 EOY)
- 2,470
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $106,459
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Cherry Bekaert Advisory LLC 401(k) Plan reports 2,470 participants - 3.2x that state average ($263M EOY assets).
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)
| 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.
Cherry Bekaert Advisory LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cherry Bekaert Advisory LLC 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Next read for Cherry Bekaert Advisory LLC 401(k) Plan
Filing takeaways
Ways to act on Cherry Bekaert Advisory LLC 401(k) Plan's numbers.
- By total assets, Cherry Bekaert Advisory LLC 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Cherry Bekaert Advisory LLC's sponsor-wide assets have grown 86.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans