401(k) · DOL Form 5500 · 2022

Bernie Little Distributors, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
107
Participants Small participant base
61st
Percentile by assets National rank
$77,507
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Bernie Little Distributors, Inc. Retirement Plan · Sponsored by Bernie Little Distributors, Inc. · Florida · Wholesale Trade

$8M in assets, 107 participants

Bernie Little Distributors, Inc.'s Bernie Little Distributors, Inc. Retirement Plan reported $8M in total assets and 107 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.

  • #3,580 in Wholesale Trade (6,843 peers)

Coverage in Florida

Bernie Little Distributors, Inc. Retirement Plan covers 107 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#3,580
in Wholesale Trade (6,843 peers)
-15.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bernie Little Distributors, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Bernie Little Distributors, Inc. Retirement Plan vs every filed plan by assets

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

$8,293,243 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

Bernie Little Distributors, Inc. Retirement 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. Bernie Little Distributors, Inc. Retirement Plan sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 591419209 · Bernie Little Distributors, Inc. PY 2022 · 401(k)

Bernie Little Distributors, Inc. Retirement Plan · $8M · 107 · 61st

  • NET $8M
  • BOOK 107
  • VS-ST 61st
  • BOY 401(k)
  • SCH near Erickson Immigration Group Retirement Plan
  • EBSA ind #3580

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 Wholesale Trade retirement plans → · Plans in Florida →

Bernie Little Distributors, Inc. Retirement Plan in the asset neighbourhood

Bernie Little Distributors, Inc. Retirement PlanBernie Little Distributors, …$8MErickson Immigration Group Retirement PlanErickson Immigration Group R…$8MTidwell Group, LLC 401(k) PlanTidwell Group, LLC 401(k) Pl…$8MShremshock Companies 401(k) PlanShremshock Companies 401(k) …$8MKuljian and Data-Core Systems, Inc. Savings & Retirement PlanKuljian and Data-Core System…$8M
End-of-year total assets ($M) among Bernie Little Distributors, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN591419209
Plan Effective Date1961-09-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Bernie Little Distributors, Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Bernie Little Distributors, Inc. Retirement Plan, Total assets ($B): 0.008293243 · Participants: 107Bernie Little Distributors, Inc. Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Bernie Little Distributors, Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bernie Little Distributors, Inc. Retirement Plan side-by-side with 3 peers →

Bernie Little Distributors, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Erickson Immigration Group Retirement Plan in VA ($8M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Bernie Little Distributors, Inc. Retirement Plan assets move in 2022? ▼
Bernie Little Distributors, Inc. Retirement Plan declined sharply - down 15.3% during 2022, from $10M to $8M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Bernie Little Distributors, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Erickson Immigration Group Retirement Plan in VA ($8M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Bernie Little Distributors, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, 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 591419209.

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.