401(k) · DOL Form 5500 · 2022

M Bernstein Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$20K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$20,251
Avg per participant Low balance/head
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Official DOL plan name: M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by M Bernstein Insurance Agency, Inc. · Massachusetts · Finance & Insurance

$20K in assets, 1 participants

M Bernstein Insurance Agency, Inc.'s M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $20K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #120 in Finance & Insurance (9,261 peers)

M Bernstein Insurance Agency, Inc. multi-year trail

M Bernstein Insurance Agency, Inc.'s plans moved +287.3% in assets from 2022 to 2024; this filing shows M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan at $20K / 1 participant.

#120
in Finance & Insurance (9,261 peers)
+373.6%
assets growth YoY

M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,251 2nd percentile higher than 2% 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

M Bernstein Insurance Agency, Inc. 401(k) 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. M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 832060412 · M Bernstein Insurance Agency, Inc. PY 2022 · 401(k)

M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan · $20K · 1 · 2nd

  • SCH $20K
  • SCH 1
  • SCH 2nd
  • SCH 401(k)
  • SCH near And Industries Inc. 401(k) Plan
  • SCH ind #120

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing PlanM Bernstein Insurance Agency…$20KAnd Industries Inc. 401(k) PlanAnd Industries Inc. 401(k) P…$20KDarwish Consulting Inc. Retirement PlanDarwish Consulting Inc. Reti…$20KSam Thirteen Corp. 401(k) PlanSam Thirteen Corp. 401(k) Pl…$20KSprattronics Holdings Corp. 401(k) PlanSprattronics Holdings Corp. …$20K
End-of-year total assets ($M) among M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

M Bernstein Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All M Bernstein Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78K 287.25001234506936% vs 2022
2024 filing year
$0M$0.02M$0.04M$0.06M$0.08M$0.1M 202220232024 $0.02M $0.08M ▲ +300.0%
Year Plans Participants Total Assets
2022 1 1 $20K
2023 1 1 $80K
2024 1 1 $78K

M Bernstein Insurance Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4K
Net Assets (End of Year)$20K
Net Income$16K
Employer EIN832060412
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000020251 · Participants: 1M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is And Industries Inc. 401(k) Plan in FL ($20K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan surged - up 373.6% during 2022, from $4K to $20K. Reported net income was $16K.
How have M Bernstein Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M Bernstein Insurance Agency, Inc.'s sponsor-wide assets grew 287.3%, from $20K to $78K.
Where does M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is And Industries Inc. 401(k) Plan in FL ($20K, 2 participants).
Which 401(k) plans cover a similar participant headcount to M Bernstein Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 832060412.

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.