401(k) · DOL Form 5500 · 2022

Carney Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
333
Participants Below avg headcount
79th
Percentile by assets National rank
$69,335
Avg per participant Below avg balance/head
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Official DOL plan name: Bernardi Auto Group Retirement Plan · Sponsored by Carney Management Company, Inc. · Massachusetts · Management of Enterprises

$23M in assets, 333 participants

Carney Management Company, Inc.'s Bernardi Auto Group Retirement Plan reported $23M in total assets and 333 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.

  • #715 in Management of Enterprises (1,193 peers)

Where Bernardi Auto Group Retirement Plan sits by assets

Bernardi Auto Group Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 333 participants (~$69,335/participant), down 14.9% in 2022.

#715
in Management of Enterprises (1,193 peers)
-14.9%
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.

Bernardi Auto Group Retirement Plan's outsized position by total assets

Bernardi Auto Group Retirement Plan vs every filed plan by assets

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

$23,088,602 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

Bernardi Auto Group 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. Bernardi Auto Group Retirement Plan sits mid-pack in the medium band (333 participants).

Plan-year Form 5500 strip

Filing strip 042901650 · Carney Management Company, Inc. PY 2022 · 401(k)

Bernardi Auto Group Retirement Plan · $23M · 333 · 79th

  • SCH $23M
  • EBSA 333
  • PART 79th
  • TYPE 401(k)
  • NET near Viz Media, LLC 401(k) Plan
  • BOOK ind #715

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

Bernardi Auto Group Retirement Plan in the asset neighbourhood

Bernardi Auto Group Retirement PlanBernardi Auto Group Retireme…$23MViz Media, LLC 401(k) Plan$23MLt Apparel Group 401(k) Plan$23MMb Aerospace 401(k) Profit Sharing PlanMb Aerospace 401(k) Profit S…$23MHubbard-Hall, Inc. 401(k) Savings PlanHubbard-Hall, Inc. 401(k) Sa…$23M
End-of-year total assets ($M) among Bernardi Auto Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN042901650
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carney Management Company, Inc.)

Sponsor-wide plan assets over time

All Carney Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 16.766983120069376% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23.1M $27M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 333 $23M
2023 1 348 $26M
2024 1 379 $27M

Nearby 401(k) Plans in Massachusetts

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

Bernardi Auto Group Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Bernardi Auto Group Retirement Plan, Total assets ($B): 0.023088602 · Participants: 333Bernardi Auto Group Retirement 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
Bernardi Auto Group Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bernardi Auto Group Retirement Plan side-by-side with 3 peers →

Bernardi Auto Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Viz Media, LLC 401(k) Plan in CA ($23M); by covered participants it is Whitehat Security, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Bernardi Auto Group Retirement Plan assets move in 2022? ▼
Bernardi Auto Group Retirement Plan pulled back noticeably - down 14.9% during 2022, from $27M to $23M. Reported net income was -$4M.
How have Carney Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carney Management Company, Inc.'s sponsor-wide assets grew 16.8%, from $23M to $27M.
Where does Bernardi Auto Group Retirement Plan rank by assets among Form 5500 filers? ▼
Bernardi Auto Group Retirement 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 Bernardi Auto Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Viz Media, LLC 401(k) Plan in CA ($23M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Bernardi Auto Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whitehat Security, Inc. 401(k) Plan in CA (333 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 042901650.

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.