G.w. Berkheimer Co., Inc. 401(k) Plan: Login, Facts & Contact Information

G.w. Berkheimer Co., Inc. 401(k) Plan Facts

Plan name
G.W. BERKHEIMER CO., INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
G.W. BERKHEIMER CO., INC.
Participants
453 (357 active employees)
Former employees with a balance
82
Plan assets
$52,789,739 at Dec 31, 2024
Average account balance
$140,398 across 376 accounts
Employer contributions
$1,823,783 in plan year 2024 (58% of all contributions)
Recordkeeper
Jpmorgan Invest Holdings Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2002
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.12 million went into the plan in contributions, $1.82 million of it from the employer (58%).
  • $4.40 million was paid out to participants.
  • Investment and other income added $5.84 million.
  • Administrative expenses were $3,325, about $9 per account.

How the G.w. Berkheimer Co., Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019418$40.2 million$1.17 million$2.80 million
2020418$43.2 million$753,260$3.95 million
2021430$47.4 million$795,242$3.57 million
2022425$41.9 million$1.77 million$1.38 million
2023459$48.3 million$2.48 million$3.64 million
2024453$52.8 million$1.82 million$4.40 million

G.w. Berkheimer Co., Inc. 401(k) Contact Information

Phone
219-764-5200
Mailing address
6000 SOUTHPORT ROAD, PORTAGE IN 46368
Plan sponsor
G.W. BERKHEIMER CO., INC.
Employer identification number (EIN)
35-0823544
Plan number
003

Questions about the G.w. Berkheimer Co., Inc. 401(k)

Does G.w. Berkheimer Co., Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.82 million, 58% of all contributions.

Does the G.w. Berkheimer Co., Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the G.w. Berkheimer Co., Inc 401(k) plan?

453 participants at the start of plan year 2024, 357 of them active employees, and 82 former employees who still had money in the plan.

What is the average 401(k) balance at G.w. Berkheimer Co., Inc?

About $140,398 per account: $52.8 million in plan assets across 376 accounts with a balance at the end of plan year 2024.

Who manages the G.w. Berkheimer Co., Inc 401(k) accounts?

J.P. Morgan Retirement Link (listed on the filing as JPMORGAN INVEST HOLDINGS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at G.w. Berkheimer Co., Inc. How do I access my 401(k)?

Your account stays with J.P. Morgan Retirement Link after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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