Profit Sharing · DOL Form 5500 · 2022

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
4
Participants Small participant base
61st
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schiff and Bernstein, a Professional Corporation Profit Sharing Plan · Sponsored by Schiff and Bernstein, a Professional Corporation · California · Professional & Technical Services

$8M in assets, 4 participants

Schiff and Bernstein, a Professional Corporation's Schiff and Bernstein, a Professional Corporation Profit Sharing Plan reported $8M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,730 in Professional & Technical Services (21,562 peers)

Schiff and Bernstein, a Professional Corporation multi-year trail

Schiff and Bernstein, a Professional Corporation's plans moved -26.7% in assets from 2022 to 2023; this filing shows Schiff and Bernstein, a Professional Corporation Profit Sharing Plan at $8M / 4 participants.

#12,730
in Professional & Technical Services (21,562 peers)
-2.5%
assets change YoY

The plan reported a net loss of $210K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,174,334 Top 39% higher than 61% of 139,123 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 2022

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schiff and Bernstein, a Professional Corporation Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 953902962 · Schiff and Bernstein, a Professional Corporation PY 2022 · Profit Sharing

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan · $8M · 4 · 61st

  • PART $8M
  • PART 4
  • PART 61st
  • PART Profit Sharing
  • PART near Lifegift Organ Donation Center Defined Contribution Plan
  • PART ind #12730

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 Professional & Technical Services retirement plans → · Plans in California →

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan in the asset neighbourhood

Jesuit High School Retirement PlanJesuit High School Retiremen…$8MTrent, Inc Profit Sharing PlanTrent, Inc Profit Sharing Pl…$8MSchiff and Bernstein, a Professional Corporation Profit Sharing PlanSchiff and Bernstein, a Prof…$8MLifegift Organ Donation Center Defined Contribution PlanLifegift Organ Donation Cent…$8MInternational Union of Operating Engineers Staff Retirement PlanInternational Union of Opera…$8M
End-of-year total assets ($M) among Schiff and Bernstein, a Professional Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Schiff and Bernstein, a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Schiff and Bernstein, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.68095039913955% vs 2022
2023 filing year
$5M$6M$7M$8M$9M 20222023 $8.17M $5.99M ▼ -26.7%
Year Plans Participants Total Assets
2022 1 4 $8M
2023 2 5 $6M

Schiff and Bernstein, a Professional Corporation filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$210K
Employer EIN953902962
Plan Effective Date1984-03-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Schiff and Bernstein, a Professional Corporation Profit Sharing Plan, Total assets ($B): 0.008174334 · Participants: 4Schiff and Bernstein, a Professional Corporation Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Schiff and Bernstein, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Schiff and Bernstein, a Professional Corporation Profit Sharing Plan side-by-side with 3 peers →

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Lifegift Organ Donation Center Defined Contribution Plan in TX ($8M); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Schiff and Bernstein, a Professional Corporation Profit Sharing Plan assets move in 2022? ▼
Schiff and Bernstein, a Professional Corporation Profit Sharing Plan edged down modestly - down 2.5% during 2022, from $8M to $8M. Reported net income was -$210K.
How have Schiff and Bernstein, a Professional Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Schiff and Bernstein, a Professional Corporation's sponsor-wide assets declined 26.7%, from $8M to $6M.
Which Profit Sharing plans are similar in size to Schiff and Bernstein, a Professional Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lifegift Organ Donation Center Defined Contribution Plan in TX ($8M, 358 participants).
Which Profit Sharing plans cover a similar participant headcount to Schiff and Bernstein, a Professional Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Precision Signs, Inc. Retirement Plan in NC (4 participants, $346K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953902962.

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.