401(k) · DOL Form 5500 · 2022

Bernabei & Kabat PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
41st
Percentile by assets National rank
$382,721
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bernabei & Kabat PLLC Retirement Plan · Sponsored by Bernabei & Kabat PLLC · District of Columbia · Professional & Technical Services

$3M in assets, 8 participants

Bernabei & Kabat PLLC's Bernabei & Kabat PLLC Retirement Plan reported $3M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,211 in Professional & Technical Services (21,562 peers)

Bernabei & Kabat PLLC multi-year trail

Bernabei & Kabat PLLC's plans moved +17.8% in assets from 2022 to 2024; this filing shows Bernabei & Kabat PLLC Retirement Plan at $3M / 8 participants.

#8,211
in Professional & Technical Services (21,562 peers)
-11.5%
assets change YoY

The plan reported a net loss of $399K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bernabei & Kabat PLLC Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bernabei & Kabat PLLC Retirement Plan vs every filed plan by assets

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

$3,061,769 41st percentile higher than 41% 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

Bernabei & Kabat PLLC Retirement 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. Bernabei & Kabat PLLC Retirement Plan is a micro filing (8 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 204343537 · Bernabei & Kabat PLLC PY 2022 · 401(k)

Bernabei & Kabat PLLC Retirement Plan · $3M · 8 · 41st

  • BOY $3M
  • BOY 8
  • BOY 41st
  • BOY 401(k)
  • BOY near Corporate Management, Inc. 401(k) Plan
  • BOY ind #8211

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 District of Columbia →

Bernabei & Kabat PLLC Retirement Plan in the asset neighbourhood

Bernabei & Kabat PLLC Retirement PlanBernabei & Kabat PLLC Retire…$3MCorporate Management, Inc. 401(k) PlanCorporate Management, Inc. 4…$3MErickson, Thorpe & Swainston, Ltd. Profit Sharing PlanErickson, Thorpe & Swainston…$3MOhashi & Horn, LLP 401(k) Profit Sharing PlanOhashi & Horn, LLP 401(k) Pr…$3MRich Logistics 401(k) Plan$3M
End-of-year total assets ($M) among Bernabei & Kabat PLLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bernabei & Kabat PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Bernabei & Kabat PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.84886449630916% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.06M $3.61M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $3M
2024 1 7 $4M

Bernabei & Kabat PLLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$399K
Employer EIN204343537
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bernabei & Kabat PLLC Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Bernabei & Kabat PLLC Retirement Plan, Total assets ($B): 0.003061769 · Participants: 8Bernabei & Kabat PLLC Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Bernabei & Kabat PLLC Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Bernabei & Kabat PLLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Corporate Management, Inc. 401(k) Plan in MS ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Bernabei & Kabat PLLC Retirement Plan assets move in 2022?
Bernabei & Kabat PLLC Retirement Plan pulled back noticeably - down 11.5% during 2022, from $3M to $3M. Reported net income was -$399K.
How have Bernabei & Kabat PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Bernabei & Kabat PLLC's sponsor-wide assets grew 17.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Bernabei & Kabat PLLC Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Corporate Management, Inc. 401(k) Plan in MS ($3M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Bernabei & Kabat PLLC Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).