401(k) · DOL Form 5500 · 2022

Bernards Bros. Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
317
Participants Below avg headcount
87th
Percentile by assets National rank
$140,633
Avg per participant Near avg balance/head
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Official DOL plan name: Bernards Bros. Inc. 401(k) Profit Sharing Plan · Sponsored by Bernards Bros. Inc. · California · Construction

$45M in assets, 317 participants

Bernards Bros. Inc.'s Bernards Bros. Inc. 401(k) Profit Sharing Plan reported $45M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,474 in Construction (9,927 peers)

Where Bernards Bros. Inc. 401(k) Profit Sharing Plan sits by assets

Bernards Bros. Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $45M for 317 participants (~$140,633/participant), down 20.0% in 2022.

#8,474
in Construction (9,927 peers)
-20.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bernards Bros. Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Bernards Bros. Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$44,580,760 Top 13% higher than 87% 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

Bernards Bros. Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernards Bros. Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (317 participants).

EBSA filing schedule strip

Filing strip 952920045 · Bernards Bros. Inc. PY 2022 · 401(k)

Bernards Bros. Inc. 401(k) Profit Sharing Plan · $45M · 317 · 87th

  • SCH $45M
  • SCH 317
  • SCH 87th
  • SCH 401(k)
  • SCH near David Lerner Associates, Inc. 401(k) Plan
  • SCH ind #8474

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 Construction retirement plans → · Plans in California →

Bernards Bros. Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bernards Bros. Inc. 401(k) Profit Sharing PlanBernards Bros. Inc. 401(k) P…$45MDavid Lerner Associates, Inc. 401(k) PlanDavid Lerner Associates, Inc…$45MRaymond Martin Profit Sharing 401(k) PlanRaymond Martin Profit Sharin…$45MSage Dining Services, Inc. 401(k) PlanSage Dining Services, Inc. 4…$45MWaukesha State Bank Employees' 401(k) Profit Sharing PlanWaukesha State Bank Employee…$45M
End-of-year total assets ($M) among Bernards Bros. Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$45M
Net Income-$11M
Employer EIN952920045
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernards Bros. Inc.)

Sponsor-wide plan assets over time

All Bernards Bros. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 31.337020723738224% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.6M $58.6M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 317 $45M
2023 1 338 $53M
2024 1 399 $59M

Nearby 401(k) Plans in California

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

Bernards Bros. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bernards Bros. Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.04458076 · Participants: 317Bernards Bros. Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Bernards Bros. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bernards Bros. Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bernards Bros. Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is David Lerner Associates, Inc. 401(k) Plan in NY ($45M); by covered participants it is Skybridge Resources, LLC 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Bernards Bros. Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Bernards Bros. Inc. 401(k) Profit Sharing Plan declined sharply - down 20.0% during 2022, from $56M to $45M. Reported net income was -$11M.
How have Bernards Bros. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernards Bros. Inc.'s sponsor-wide assets grew 31.3%, from $45M to $59M.
Where does Bernards Bros. Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bernards Bros. Inc. 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bernards Bros. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is David Lerner Associates, Inc. 401(k) Plan in NY ($45M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Bernards Bros. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skybridge Resources, LLC 401(k) Plan in FL (317 participants, $2M 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 952920045.

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.