How big is Berenson Corp.'s plan?

Berenson Corp.'s plan reported $1.1M in assets and 41 participants for 2024.

Original filing (PDF)20251009073551NAL0003400323001

Berenson Corp.

Name: Berenson Corp. — Berenson Corp. 401(k) Plan, Form 5500 (2024)
Creator: Berenson Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berenson Corp. 401(k) Plan

401(k) retirement plan · Berenson Corp.'s Berenson Corp. 401(k) Plan held $1.1M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Darlene Rousseau signed Berenson Corp.'s 2024 Form 5500 as plan administrator.

Darlene Rousseau — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Berenson Corp.'s EIN is 16-1327921.

EIN 16-1327921

Plan number 001

Plan year 2024

ACK ID 20251009073551NAL0003400323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berenson Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berenson Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERENSON CORP..

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BERENSON CORP.

EIN

all filings

Address

2495 MAIN STREET #111 · BUFFALO, NY · 14214

Phone

(716) 833-3100

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

ROTO-AIRE Filter Sales & Service

ROTO-AIRE Filter Sales & Service 401(k) Plan

$1.1M · 17 participants

GP Supply Company, LLC

GPS 401(k) Profit Sharing Plan

$1.1M · 29 participants

Strategic Holdings Group Inc.

Strategic Holdings Group Inc. 401(k) Profit Sharing Plan & Trust

$1.1M · 23 participants

Northeast Distribution Ltd.

Northeast Distribution Ltd. 401(k) Plan

$1.1M · 16 participants

Rejco, Inc. DBA the Jones Compan

Rejco, Inc. DBA the Jones Company 401(k)

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.