Retirement plan

BERKEBILE OIL COMPANY, INC. PROFIT SHARING PLAN

Name: BERKEBILE OIL COMPANY, INC. - BERKEBILE OIL COMPANY, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: BERKEBILE OIL COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERKEBILE OIL COMPANY, INC. PROFIT SHARING PLAN, BERKEBILE OIL COMPANY, INC.

BERKEBILE OIL COMPANY, INC.EIN 25-1118181Plan #001PY 2025

1216 RED BRANT ROAD, P.O. BOX 715 - SOMERSET, PA 15501814-443-1656berkebileoil.comLinkedIn11-50 employeesautomotive

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+22.8% from 2024

Total participants

0.0% from 2024

Average account balance

$62,659

+22.8% from 2024

Annual return

11.97%

+4.75 pp from 2024

Benchmarks

See 15,684 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort15,684 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.13M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$63K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$187K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.97%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$5180

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$93K

$5180 / participant

Other / not subdivided$93K100.0%

% of EOY assets

8.267%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,659

$184,014-65.9%

$161,149-61.1%

$138,895-54.9%

Participation rate

94.4%

82.1%+12.4pp

78.8%+15.6pp

79.9%+14.5pp

Annual return

11.97%

21.52%-9.6pp

21.16%-9.2pp

145.39%-133.4pp

Employer contribution / active EE

$7,116

$5,055+40.8%

$4,360+63.2%

$4,194+69.7%

Participant deferral / active EE

$3,252

$6,909-52.9%

$6,153-47.2%

$6,396-49.2%

Admin fee / account holder

$5,180

$18,027-71.3%

$15,194-65.9%

$12,562-58.8%

BERKEBILE OIL COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERKEBILE OIL COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion