401(k) · DOL Form 5500 · 2022

Bernard Egan & Company 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
209
Participants Below avg headcount
77th
Percentile by assets National rank
$94,441
Avg per participant Below avg balance/head
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Official DOL plan name: Bernard Egan & Company 401(k) Plan · Sponsored by Bernard Egan & Company · Florida · Agriculture, Forestry & Fishing

$20M in assets, 209 participants

Bernard Egan & Company's Bernard Egan & Company 401(k) Plan reported $20M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #1,283 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in Florida

Bernard Egan & Company 401(k) Plan covers 209 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $20M.

#1,283
in Agriculture, Forestry & Fishing (1,523 peers)
-15.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bernard Egan & Company 401(k) Plan's outsized position by total assets

Bernard Egan & Company 401(k) Plan vs every filed plan by assets

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

$19,738,065 Top 23% higher than 77% 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

Bernard Egan & Company 401(k) 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. Bernard Egan & Company 401(k) Plan sits mid-pack in the medium band (209 participants).

Plan-year Form 5500 strip

Filing strip 221730979 · Bernard Egan & Company PY 2022 · 401(k)

Bernard Egan & Company 401(k) Plan · $20M · 209 · 77th

  • EBSA $20M
  • PART 209
  • TYPE 77th
  • NET 401(k)
  • BOOK near Children's Bureau 401(k) Retirement Investment Plan
  • VS-ST ind #1283

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

Bernard Egan & Company 401(k) Plan in the asset neighbourhood

Bernard Egan & Company 401(k) PlanBernard Egan & Company 401(k…$20MChildren's Bureau 401(k) Retirement Investment PlanChildren's Bureau 401(k) Ret…$20MCpnj 401(k) Retirement Plan$20MAnderson Engineering, Inc. 401(k) & Employee Stock Ownership PlanAnderson Engineering, Inc. 4…$20MI3 Group, Inc. 401(k) Plan and TrustI3 Group, Inc. 401(k) Plan a…$20M
End-of-year total assets ($M) among Bernard Egan & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$4M
Employer EIN221730979
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernard Egan & Company)

Sponsor-wide plan assets over time

All Bernard Egan & Company plans reported in each filing year

Latest sponsor-wide plan assets
$24M 20.451097916639753% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.7M $23.8M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 209 $20M
2023 1 212 $22M
2024 1 192 $24M

Nearby 401(k) Plans in Florida

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

Bernard Egan & Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Bernard Egan & Company 401(k) Plan, Total assets ($B): 0.019738065 · Participants: 209Bernard Egan & Company 401(k) 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
Bernard Egan & Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bernard Egan & Company 401(k) Plan side-by-side with 3 peers →

Bernard Egan & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Children's Bureau 401(k) Retirement Investment Plan in CA ($20M); by covered participants it is Com Av,LLC 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Bernard Egan & Company 401(k) Plan assets move in 2022? ▼
Bernard Egan & Company 401(k) Plan declined sharply - down 15.6% during 2022, from $23M to $20M. Reported net income was -$4M.
How have Bernard Egan & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard Egan & Company's sponsor-wide assets grew 20.5%, from $20M to $24M.
Where does Bernard Egan & Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Bernard Egan & Company 401(k) Plan ranks in the 77th 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 Bernard Egan & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Children's Bureau 401(k) Retirement Investment Plan in CA ($20M, 396 participants).
Which 401(k) plans cover a similar participant headcount to Bernard Egan & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Com Av,LLC 401(k) Profit Sharing Plan in CA (209 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 221730979.

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.