401(k) · DOL Form 5500 · 2024

H.a. Berkheimer, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
449
Participants Below avg headcount
77th
Percentile by assets National rank
$64,523
Avg per participant Low balance/head
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Official DOL plan name: H. a. Berkheimer, Inc. Retirement Plan · Sponsored by H.a. Berkheimer, Inc. · Pennsylvania · Administrative & Support Services

$29M in assets, 449 participants

H.a. Berkheimer, Inc.'s H. a. Berkheimer, Inc. Retirement Plan reported $29M in total assets and 449 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,848 in Administrative & Support Services (4,368 peers)

Where H. a. Berkheimer, Inc. Retirement Plan sits by assets

H. a. Berkheimer, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 449 participants (~$64,523/participant), up 9.1% in 2024.

#3,848
in Administrative & Support Services (4,368 peers)
+9.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

H. a. Berkheimer, Inc. Retirement Plan's outsized position by total assets

H. a. Berkheimer, Inc. Retirement Plan vs every filed plan by assets

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

$28,970,974 Top 23% higher than 77% 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

H. a. Berkheimer, Inc. Retirement 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. H. a. Berkheimer, Inc. Retirement Plan sits mid-pack in the medium band (449 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H. a. Berkheimer, Inc. Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • H. a. Berkheimer, Inc. Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • H. a. Berkheimer, Inc. Retirement Plan reported participants rose from 414 in the plan year 2023 filing to 449 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231669661 · H.a. Berkheimer, Inc. PY 2024 · 401(k)

H. a. Berkheimer, Inc. Retirement Plan · $29M · 449 · 77th

  • PART $29M
  • TYPE 449
  • NET 77th
  • BOOK 401(k)
  • VS-ST near Gailey Eye Clinic, Ltd. 401(k) Retirement Savings Plan
  • BOY ind #3848

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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →

H. a. Berkheimer, Inc. Retirement Plan in the asset neighbourhood

H. a. Berkheimer, Inc. Retirement PlanH. a. Berkheimer, Inc. Retir…$29MGailey Eye Clinic, Ltd. 401(k) Retirement Savings PlanGailey Eye Clinic, Ltd. 401(…$29MWindy City Wire 401(k) Plan$29MRenner, Otto Retirement Plan and TrustRenner, Otto Retirement Plan…$29MMcr 401(k) Plan$29M
End-of-year total assets ($M) among H. a. Berkheimer, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN231669661
Plan Effective Date1969-12-26
Filing StatusFILING RECEIVED

Sponsor Plan History (H.a. Berkheimer, Inc.)

Sponsor-wide plan assets over time

All H.a. Berkheimer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 27.1953030729036% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.8M $29M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 411 $23M
2023 1 414 $27M
2024 1 449 $29M

Nearby 401(k) Plans in Pennsylvania

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

H. a. Berkheimer, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants H. a. Berkheimer, Inc. Retirement Plan, Total assets ($B): 0.028970974 · Participants: 449H. a. Berkheimer, Inc. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
H. a. Berkheimer, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare H. a. Berkheimer, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Gailey Eye Clinic, Ltd. 401(k) Retirement Savings Plan in IL ($29M); by covered participants it is Mobile Management, LLC 401(k) Plan & Trust in NY (449 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (449 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 H. a. Berkheimer, Inc. Retirement Plan assets move in 2024? ▼
H. a. Berkheimer, Inc. Retirement Plan grew at a solid clip - up 9.1% during 2024, from $27M to $29M. Reported net income was $2M.
How have H.a. Berkheimer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.a. Berkheimer, Inc.'s sponsor-wide assets grew 27.2%, from $23M to $29M.
Where does H. a. Berkheimer, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
H. a. Berkheimer, Inc. Retirement Plan ranks in the 77th 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 H. a. Berkheimer, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gailey Eye Clinic, Ltd. 401(k) Retirement Savings Plan in IL ($29M, 287 participants).
Which 401(k) plans cover a similar participant headcount to H. a. Berkheimer, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mobile Management, LLC 401(k) Plan & Trust in NY (449 participants, $18M 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 231669661.

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.