401(k) · DOL Form 5500 · 2024
Berkel & Company Contractors, Inc. 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 405
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $87,599
- Avg per participant Below avg balance/head
Official DOL plan name: Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust · Sponsored by Berkel & Company Contractors, Inc. · Kansas · Construction
$35M in assets, 405 participants
Berkel & Company Contractors, Inc.'s Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust reported $35M in total assets and 405 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #7,062 in Construction (9,039 peers)
Where Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust sits by assets
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust sits in the top quartile of all filed plans by assets, $35M for 405 participants (~$87,599/participant), up 19.8% in 2024.
- #7,062
- in Construction (9,039 peers)
- +19.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust's outsized position by total assets
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,477,698 Top 20% higher than 80% 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
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust 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. Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust sits mid-pack in the medium band (405 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust reported participants rose from 363 in the plan year 2023 filing to 405 in the plan year 2024 filing.
- Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 480650969 · Berkel & Company Contractors, Inc. PY 2024 · 401(k)
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust · $35M · 405 · 80th
- IND $35M
- IND 405
- IND 80th
- IND 401(k)
- IND near Jupiter I, L.L.C. 401(k) Plan
- IND ind #7062
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 Construction retirement plans → · Plans in Kansas →
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $6M |
| Employer EIN | 480650969 |
| Plan Effective Date | 1985-01-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkel & Company Contractors, Inc.)
Sponsor-wide plan assets over time
All Berkel & Company Contractors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 40.83036016291845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 742 | $100M |
| 2023 | 2 | 755 | $127M |
| 2024 | 2 | 823 | $141M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $4.3B · 11,423
- Performance Contracting Group, Inc. ESOP/401(k) Plan $3.6B · 1,315
- Black & Veatch Retirement Program $3.0B · 7,438
- Garmin International, Inc. Retirement Plan $2.2B · 7,082
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,736
Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Jupiter I, L.L.C. 401(k) Plan in CO ($35M); by covered participants it is Bedford Industries, Inc. Salary Savings Plan in MN (405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Jupiter I, L.L.C. 401(k) Plan (CO) $35M · 680
- Alphasights, Inc. 401(k) Plan (NY) $35M · 597
- Clearstead Advisors 401(k) Retirement Plan (OH) $35M · 144
- Doll Distributing LLC 401(k) Retirement Plan (IA) $35M · 405
Similar participant headcount
Nearest other-state filings by covered participants (405 participants); asset peers above are excluded.
- Bedford Industries, Inc. Salary Savings Plan (MN) 405 · 0 off
- Link Engineering Company Tax Deferred Savings Plan-401(k) (MI) 405 · 0 off
- Houston Zoo Employees' 401(k) Plan (TX) 405 · 0 off
- 403(b) Thrift Plan for Employees of Valleylife (AZ) 405 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.