401(k) · DOL Form 5500 · 2022

Bernard P. Donegan, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
23
Participants Small participant base
56th
Percentile by assets National rank
$288,243
Avg per participant High balance/head
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Official DOL plan name: Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan · Sponsored by Bernard P. Donegan, Inc. · New York · Finance & Insurance

$7M in assets, 23 participants

Bernard P. Donegan, Inc.'s Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan reported $7M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,701 in Finance & Insurance (9,261 peers)

Bernard P. Donegan, Inc. multi-year trail

Bernard P. Donegan, Inc.'s plans moved -30.2% in assets from 2022 to 2024; this filing shows Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan at $7M / 23 participants.

#3,701
in Finance & Insurance (9,261 peers)
-14.3%
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.

Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan vs every filed plan by assets

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

$6,629,598 Top 44% higher than 56% 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 P. Donegan, Inc. Employees' 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. Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

DOL schedule card

Filing strip 161013769 · Bernard P. Donegan, Inc. PY 2022 · 401(k)

Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan · $7M · 23 · 56th

  • ASSETS $7M
  • ASSETS 23
  • ASSETS 56th
  • ASSETS 401(k)
  • ASSETS near Sundance Mountain Resort 401(k) Plan
  • ASSETS ind #3701

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 Finance & Insurance retirement plans → · Plans in New York →

Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan in the asset neighbourhood

Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing PlanBernard P. Donegan, Inc. Emp…$7MSundance Mountain Resort 401(k) PlanSundance Mountain Resort 401…$7MEagle Distributing 401(k) Profit Sharing PlanEagle Distributing 401(k) Pr…$7MIndustrial Vibration Consultants, Inc. 401(k) PlanIndustrial Vibration Consult…$7MImply Data, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bernard P. Donegan, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bernard P. Donegan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 30.151315358789475% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $6.63M $4.63M ▼ -30.2%
Year Plans Participants Total Assets
2022 1 23 $7M
2023 1 27 $4M
2024 1 23 $5M

Bernard P. Donegan, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN161013769
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan, Total assets ($B): 0.006629598 · Participants: 23Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan side-by-side with 3 peers →

Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sundance Mountain Resort 401(k) Plan in UT ($7M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan assets move in 2022? ▼
Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan pulled back noticeably - down 14.3% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Bernard P. Donegan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard P. Donegan, Inc.'s sponsor-wide assets declined 30.2%, from $7M to $5M.
Which 401(k) plans are similar in size to Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sundance Mountain Resort 401(k) Plan in UT ($7M, 371 participants).
Which 401(k) plans cover a similar participant headcount to Bernard P. Donegan, Inc. Employees' 401 (K) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 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 161013769.

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.