401(k) · DOL Form 5500 · 2022

Berkowitz Pollack Brant Advisors & Cpas, LLP 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
263
Participants Below avg headcount
84th
Percentile by assets National rank
$129,843
Avg per participant Near avg balance/head
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Official DOL plan name: Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan · Sponsored by Berkowitz Pollack Brant Advisors & Cpas, LLP · Florida · Professional & Technical Services

$34M in assets, 263 participants

Berkowitz Pollack Brant Advisors & Cpas, LLP's Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan reported $34M in total assets and 263 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,331 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan covers 263 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $34M.

#18,331
in Professional & Technical Services (21,562 peers)
-13.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan's outsized position by total assets

Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan vs every filed plan by assets

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

$34,148,725 Top 16% higher than 84% 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

Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing 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. Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan sits mid-pack in the medium band (263 participants).

Plan-year Form 5500 strip

Filing strip 592742314 · Berkowitz Pollack Brant Advisors & Cpas, LLP PY 2022 · 401(k)

Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan · $34M · 263 · 84th

  • EBSA $34M
  • PART 263
  • TYPE 84th
  • NET 401(k)
  • BOOK near Rcb Bank 401(k) Plan
  • VS-ST ind #18331

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 Florida →

Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan in the asset neighbourhood

Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing PlanBerkowitz Pollack Brant Advi…$34MRcb Bank 401(k) Plan$34MEvenflo Company, Inc. Savings Plus PlanEvenflo Company, Inc. Saving…$34MTom Barrow Co. Profit Sharing PlanTom Barrow Co. Profit Sharin…$34MRiverview 401(k) Plan$34M
End-of-year total assets ($M) among Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$34M
Net Income-$5M
Employer EIN592742314
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkowitz Pollack Brant Advisors & Cpas, LLP)

Sponsor-wide plan assets over time

All Berkowitz Pollack Brant Advisors & Cpas, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$57M 66.74723873292487% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.2M $56.9M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 263 $34M
2023 1 332 $45M
2024 1 353 $57M

Nearby 401(k) Plans in Florida

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

Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan, Total assets ($B): 0.034148725 · Participants: 263Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan side-by-side with 3 peers →

Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rcb Bank 401(k) Plan in OK ($34M); by covered participants it is 2nd Watch 401(k) Plan in WA (263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan assets move in 2022? ▼
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan pulled back noticeably - down 13.5% during 2022, from $39M to $34M. Reported net income was -$5M.
How have Berkowitz Pollack Brant Advisors & Cpas, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkowitz Pollack Brant Advisors & Cpas, LLP's sponsor-wide assets grew 66.7%, from $34M to $57M.
Where does Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan ranks in the 84th 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 Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rcb Bank 401(k) Plan in OK ($34M, 750 participants).
Which 401(k) plans cover a similar participant headcount to Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 2nd Watch 401(k) Plan in WA (263 participants, $11M 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 592742314.

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.