401(k) · DOL Form 5500 · 2022

Dworken and Bernstein Co., Lpa 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
55
Participants Small participant base
79th
Percentile by assets National rank
$397,566
Avg per participant High balance/head
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Official DOL plan name: Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan · Sponsored by Dworken and Bernstein Co., Lpa · Ohio · Professional & Technical Services

$22M in assets, 55 participants

Dworken and Bernstein Co., Lpa's Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan reported $22M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,013 in Professional & Technical Services (21,562 peers)

Where Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan sits by assets

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $22M for 55 participants (~$397,566/participant), down 20.6% in 2022.

#17,013
in Professional & Technical Services (21,562 peers)
-20.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan's outsized position by total assets

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,866,133 Top 21% higher than 79% 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

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan is a small filing (55 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 341082604 · Dworken and Bernstein Co., Lpa PY 2022 · 401(k)

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan · $22M · 55 · 79th

  • EBSA $22M
  • PART 55
  • TYPE 79th
  • NET 401(k)
  • BOOK near School Health Corp. 401(k) Plan
  • VS-ST ind #17013

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 Ohio →

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan in the asset neighbourhood

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing PlanDworken and Bernstein Co., L…$22MSchool Health Corp. 401(k) PlanSchool Health Corp. 401(k) P…$22MHighlands Residential Mortgage, Ltd. 401(k) PlanHighlands Residential Mortga…$22MJohn W. Stone Oil Distributor, L.L.C. 401(k) Retirement PlanJohn W. Stone Oil Distributo…$22MProcare Software LLC 401(k) PlanProcare Software LLC 401(k) …$22M
End-of-year total assets ($M) among Dworken and Bernstein Co., Lpa 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)$28M
Net Assets (End of Year)$22M
Net Income-$6M
Employer EIN341082604
Plan Effective Date1972-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Dworken and Bernstein Co., Lpa)

Sponsor-wide plan assets over time

All Dworken and Bernstein Co., Lpa plans reported in each filing year

Latest sponsor-wide plan assets
$21M 2.818701413734198% vs 2022
2024 filing year
$18M$19M$20M$21M$22M$23M 202220232024 $21.9M $21.3M ▼ -2.8%
Year Plans Participants Total Assets
2022 1 55 $22M
2023 1 51 $19M
2024 1 49 $21M

Nearby 401(k) Plans in Ohio

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

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan, Total assets ($B): 0.021866133 · Participants: 55Dworken and Bernstein Co., Lpa 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan side-by-side with 3 peers →

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is School Health Corp. 401(k) Plan in IL ($22M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan assets move in 2022? ▼
Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan declined sharply - down 20.6% during 2022, from $28M to $22M. Reported net income was -$6M.
How have Dworken and Bernstein Co., Lpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dworken and Bernstein Co., Lpa's sponsor-wide assets declined 2.8%, from $22M to $21M.
Where does Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan ranks in the 79th 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 Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is School Health Corp. 401(k) Plan in IL ($22M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revinate Retirement Trust in CA (55 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 341082604.

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.