401(k) · DOL Form 5500 · 2022

Berman Donovan Stern & Egan, LLP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
27
Participants Small participant base
64th
Percentile by assets National rank
$357,128
Avg per participant High balance/head
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Official DOL plan name: Berman Donovan Stern & Egan, LLP Profit Sharing Plan · Sponsored by Berman Donovan Stern & Egan, LLP · Massachusetts · Professional & Technical Services

$10M in assets, 27 participants

Berman Donovan Stern & Egan, LLP's Berman Donovan Stern & Egan, LLP Profit Sharing Plan reported $10M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,561 in Professional & Technical Services (21,562 peers)

Berman Donovan Stern & Egan, LLP multi-year trail

Berman Donovan Stern & Egan, LLP's plans moved +11.5% in assets from 2022 to 2023; this filing shows Berman Donovan Stern & Egan, LLP Profit Sharing Plan at $10M / 27 participants.

#13,561
in Professional & Technical Services (21,562 peers)
-20.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berman Donovan Stern & Egan, LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Berman Donovan Stern & Egan, LLP Profit Sharing Plan vs every filed plan by assets

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

$9,642,450 Top 36% higher than 64% 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

Berman Donovan Stern & Egan, LLP 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. Berman Donovan Stern & Egan, LLP Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042765092 · Berman Donovan Stern & Egan, LLP PY 2022 · 401(k)

Berman Donovan Stern & Egan, LLP Profit Sharing Plan · $10M · 27 · 64th

  • ASSETS $10M
  • ASSETS 27
  • ASSETS 64th
  • ASSETS 401(k)
  • ASSETS near Watson Friendship Academy 403(b) Retirement Plan
  • ASSETS ind #13561

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 Massachusetts →

Berman Donovan Stern & Egan, LLP Profit Sharing Plan in the asset neighbourhood

Berman Donovan Stern & Egan, LLP Profit Sharing PlanBerman Donovan Stern & Egan,…$10MWatson Friendship Academy 403(b) Retirement PlanWatson Friendship Academy 40…$10MIsco International, LLC 401(k) PlanIsco International, LLC 401(…$10MAct-on Software, Inc. 401(k) PlanAct-on Software, Inc. 401(k)…$10MWorldwide Travel Staffing Limi 401(k) Profit Sharing Plan & TrustWorldwide Travel Staffing Li…$10M
End-of-year total assets ($M) among Berman Donovan Stern & Egan, LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Berman Donovan Stern & Egan, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Berman Donovan Stern & Egan, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 11.532286918781015% vs 2022
2023 filing year
$9.5M$10M$10.5M$11M 20222023 $9.64M $10.8M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 27 $10M
2023 1 26 $11M

Berman Donovan Stern & Egan, LLP filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN042765092
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Berman Donovan Stern & Egan, LLP Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Berman Donovan Stern & Egan, LLP Profit Sharing Plan, Total assets ($B): 0.00964245 · Participants: 27Berman Donovan Stern & Egan, LLP Profit Sharing 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
Berman Donovan Stern & Egan, LLP Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Berman Donovan Stern & Egan, LLP Profit Sharing Plan side-by-side with 3 peers →

Berman Donovan Stern & Egan, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Watson Friendship Academy 403(b) Retirement Plan in PA ($10M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Berman Donovan Stern & Egan, LLP Profit Sharing Plan assets move in 2022? ▼
Berman Donovan Stern & Egan, LLP Profit Sharing Plan declined sharply - down 20.6% during 2022, from $12M to $10M. Reported net income was -$3M.
How have Berman Donovan Stern & Egan, LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Berman Donovan Stern & Egan, LLP's sponsor-wide assets grew 11.5%, from $10M to $11M.
Which 401(k) plans are similar in size to Berman Donovan Stern & Egan, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watson Friendship Academy 403(b) Retirement Plan in PA ($10M, 417 participants).
Which 401(k) plans cover a similar participant headcount to Berman Donovan Stern & Egan, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M 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 042765092.

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.