Profit Sharing · DOL Form 5500 · 2024

Berndt Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$727K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$181,750
Avg per participant Above avg balance/head
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Official DOL plan name: Berndt Enterprises, Inc. Retirement Plan · Sponsored by Berndt Enterprises, Inc. · Georgia · Construction

$727K in assets, 4 participants

Berndt Enterprises, Inc.'s Berndt Enterprises, Inc. Retirement Plan reported $727K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,767 in Construction (9,039 peers)

Berndt Enterprises, Inc. multi-year trail

Berndt Enterprises, Inc.'s plans moved +115.7% in assets from 2022 to 2024; this filing shows Berndt Enterprises, Inc. Retirement Plan at $727K / 4 participants.

#1,767
in Construction (9,039 peers)
+17.9%
assets growth YoY

Berndt Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Berndt Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$727,000 21st percentile higher than 21% 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

Berndt Enterprises, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berndt Enterprises, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berndt Enterprises, Inc. Retirement Plan reported net income fell from $279K in the plan year 2023 filing to $111K in the plan year 2024 filing.
  • Berndt Enterprises, Inc. Retirement Plan end-of-year assets rose from $616K in the plan year 2023 filing to $727K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 811058914 · Berndt Enterprises, Inc. PY 2024 · Profit Sharing

Berndt Enterprises, Inc. Retirement Plan · $727K · 4 · 21st

  • TYPE $727K
  • NET 4
  • BOOK 21st
  • VS-ST Profit Sharing
  • BOY near Coop a/C Cupey Alto Money Purchase Retirement Plan
  • SCH ind #1767

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 Georgia →

Berndt Enterprises, Inc. Retirement Plan in the asset neighbourhood

Berndt Enterprises, Inc. Retirement PlanBerndt Enterprises, Inc. Ret…$727KCoop a/C Cupey Alto Money Purchase Retirement PlanCoop a/C Cupey Alto Money Pu…$727KFhl Group Inc. Retirement PlanFhl Group Inc. Retirement Pl…$727KE. Flores De Hostos Retirement PlanE. Flores De Hostos Retireme…$727KSamuel V Rowe, D.M.D., P.a. Pension TrustSamuel V Rowe, D.M.D., P.a. …$727K
End-of-year total assets ($M) among Berndt Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Berndt Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Berndt Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$727K 115.72700296735906% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.34M $0.73M ▲ +114.7%
Year Plans Participants Total Assets
2022 1 4 $337K
2023 1 4 $616K
2024 1 4 $727K

Berndt Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$616K
Net Assets (End of Year)$727K
Net Income$111K
Employer EIN811058914
Plan Effective Date2016-01-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Berndt Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Berndt Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000727 · Participants: 4Berndt Enterprises, Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth Plan
Berndt Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Berndt Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Berndt Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Coop a/C Cupey Alto Money Purchase Retirement Plan in PR ($727K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($727K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Berndt Enterprises, Inc. Retirement Plan assets move in 2024? ▼
Berndt Enterprises, Inc. Retirement Plan grew sharply - up 17.9% during 2024, from $616K to $727K. Reported net income was $111K.
How have Berndt Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berndt Enterprises, Inc.'s sponsor-wide assets grew 115.7%, from $337K to $727K.
Where does Berndt Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Berndt Enterprises, Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Berndt Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Coop a/C Cupey Alto Money Purchase Retirement Plan in PR ($727K, 27 participants).
Which Profit Sharing plans cover a similar participant headcount to Berndt Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 811058914.

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.