401(k) · DOL Form 5500 · 2022

Bernstein Management Corporation 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
194
Participants Below avg headcount
82nd
Percentile by assets National rank
$147,266
Avg per participant Above avg balance/head
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Official DOL plan name: Bernstein Management Corporation Employee 401(k) Plan · Sponsored by Bernstein Management Corporation · District of Columbia · Real Estate

$29M in assets, 194 participants

Bernstein Management Corporation's Bernstein Management Corporation Employee 401(k) Plan reported $29M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,665 in Real Estate (5,057 peers)

Coverage in District of Columbia

Bernstein Management Corporation Employee 401(k) Plan covers 194 participants in District of Columbia, about 13% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $29M.

#4,665
in Real Estate (5,057 peers)
-16.2%
assets change YoY
0.3×
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.

Bernstein Management Corporation Employee 401(k) Plan's outsized position by total assets

Bernstein Management Corporation Employee 401(k) Plan vs every filed plan by assets

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

$28,569,625 Top 18% higher than 82% 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

Bernstein Management Corporation Employee 401(k) 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. Bernstein Management Corporation Employee 401(k) Plan sits mid-pack in the medium band (194 participants).

Published 5500 schedule card

Filing strip 521851812 · Bernstein Management Corporation PY 2022 · 401(k)

Bernstein Management Corporation Employee 401(k) Plan · $29M · 194 · 82nd

  • EIN $29M
  • RANK 194
  • PHOTO 82nd
  • IND 401(k)
  • EOY near Alpha Media LLC 401(k) Retirement Plan
  • 5500 ind #4665

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 Real Estate retirement plans → · Plans in District of Columbia →

Bernstein Management Corporation Employee 401(k) Plan in the asset neighbourhood

Bernstein Management Corporation Employee 401(k) PlanBernstein Management Corpora…$29MAlpha Media LLC 401(k) Retirement PlanAlpha Media LLC 401(k) Retir…$29MKnoxville Tva Employees Credit Union Employee Savings PlanKnoxville Tva Employees Cred…$29MSchaedler Yesco Distribution Inc. 401(k) PlanSchaedler Yesco Distribution…$29MMamiye Bros., Inc. 401(k) PlanMamiye Bros., Inc. 401(k) Pl…$29M
End-of-year total assets ($M) among Bernstein Management Corporation Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$29M
Net Income-$6M
Employer EIN521851812
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernstein Management Corporation)

Sponsor-wide plan assets over time

All Bernstein Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$38M 32.60748084722848% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.6M $37.9M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 194 $29M
2023 1 205 $34M
2024 1 205 $38M

Nearby 401(k) Plans in District of Columbia

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

Bernstein Management Corporation Employee 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Bernstein Management Corporation Employee 401(k) Plan, Total assets ($B): 0.028569625 · Participants: 194Bernstein Management Corporation Employee 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Bernstein Management Corporation Employee 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Bernstein Management Corporation Employee 401(k) Plan side-by-side with 3 peers →

Bernstein Management Corporation Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Alpha Media LLC 401(k) Retirement Plan in OR ($29M); by covered participants it is L.I.F. Industries, Inc. 401(k) Plan in NY (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Bernstein Management Corporation Employee 401(k) Plan assets move in 2022? ▼
Bernstein Management Corporation Employee 401(k) Plan declined sharply - down 16.2% during 2022, from $34M to $29M. Reported net income was -$6M.
How have Bernstein Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernstein Management Corporation's sponsor-wide assets grew 32.6%, from $29M to $38M.
Where does Bernstein Management Corporation Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Bernstein Management Corporation Employee 401(k) Plan ranks in the 82nd 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 Bernstein Management Corporation Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpha Media LLC 401(k) Retirement Plan in OR ($29M, 1,034 participants).
Which 401(k) plans cover a similar participant headcount to Bernstein Management Corporation Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L.I.F. Industries, Inc. 401(k) Plan in NY (194 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 521851812.

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.