Profit Sharing · DOL Form 5500 · 2022

Bertram Pearson, Inc Profit Sharing Plan

Data updated 2026-08-25

$657K
Total assets Small plan by assets
9
Participants Small participant base
21st
Percentile by assets National rank
$73,032
Avg per participant Below avg balance/head
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Official DOL plan name: Bertram Pearson Inc, Profit Sharing Plan · Sponsored by Bertram Pearson, Inc · North Carolina · Retail Trade

$657K in assets, 9 participants

Bertram Pearson, Inc's Bertram Pearson Inc, Profit Sharing Plan reported $657K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,896 in Retail Trade (9,519 peers)

What the 2022 filing shows

Bertram Pearson Inc, Profit Sharing Plan holds $657K for 9 participants - about $73,032 per participant, among the smaller plans by assets on file.

#2,896
in Retail Trade (9,519 peers)
-7.4%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bertram Pearson Inc, Profit Sharing Plan among the smaller filed plans by assets

Bertram Pearson Inc, Profit Sharing Plan vs every filed plan by assets

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

$657,288 21st percentile higher than 21% 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

Bertram Pearson Inc, Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertram Pearson Inc, Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 561049680 · Bertram Pearson, Inc PY 2022 · Profit Sharing

Bertram Pearson Inc, Profit Sharing Plan · $657K · 9 · 21st

  • VS-ST $657K
  • BOY 9
  • SCH 21st
  • EBSA Profit Sharing
  • PART near 10-15 Dumpsters Inc. Retirement Plan
  • TYPE ind #2896

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 Retail Trade retirement plans → · Plans in North Carolina →

Bertram Pearson Inc, Profit Sharing Plan in the asset neighbourhood

Bertram Pearson Inc, Profit Sharing PlanBertram Pearson Inc, Profit …$657K10-15 Dumpsters Inc. Retirement Plan10-15 Dumpsters Inc. Retirem…$657KPickinwee Corp, Profit Sharing PlanPickinwee Corp, Profit Shari…$657KJames H Holmes Jr Md Inc Profit Sharing PlanJames H Holmes Jr Md Inc Pro…$658KD. Mieses Llavat Retirement PlanD. Mieses Llavat Retirement …$657K
End-of-year total assets ($M) among Bertram Pearson Inc, Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$709K
Net Assets (End of Year)$657K
Net Income-$52K
Employer EIN561049680
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bertram Pearson, Inc)

Sponsor-wide plan assets over time

All Bertram Pearson, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$692K 5.2979820109297595% vs 2022
2024 filing year
$0.65M$0.66M$0.67M$0.68M$0.69M$0.7M 202220232024 $0.66M $0.69M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 9 $657K
2023 1 9 $664K
2024 1 9 $692K

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bertram Pearson Inc, Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Bertram Pearson Inc, Profit Sharing Plan, Total assets ($B): 0.000657288 · Participants: 9Bertram Pearson Inc, Profit Sharing PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Bertram Pearson Inc, Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Bertram Pearson Inc, Profit Sharing Plan side-by-side with 3 peers →

Bertram Pearson Inc, Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is 10-15 Dumpsters Inc. Retirement Plan in TN ($657K); by covered participants it is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($657K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Bertram Pearson Inc, Profit Sharing Plan assets move in 2022? ▼
Bertram Pearson Inc, Profit Sharing Plan pulled back noticeably - down 7.4% during 2022, from $709K to $657K. Reported net income was -$52K.
How have Bertram Pearson, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertram Pearson, Inc's sponsor-wide assets grew 5.3%, from $657K to $692K.
Where does Bertram Pearson Inc, Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bertram Pearson Inc, Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Bertram Pearson Inc, Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 10-15 Dumpsters Inc. Retirement Plan in TN ($657K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Bertram Pearson Inc, Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Best Bud's Incorporated Profit Sharing Plan in OH (9 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 561049680.

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.