Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $133.1M assets / 1,041 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | BESSER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $77.6M | 551 | 2025 |
| #004 | THE EMPLOYEES RETIREMENT SAVINGS PLAN OF THE BESSER COMPANIES | 401(k) | $55.6M | 490 | 2025 |