401(k) · DOL Form 5500 · 2022

The Bernard Group, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
743
Participants Near avg headcount
85th
Percentile by assets National rank
$47,740
Avg per participant Low balance/head
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Official DOL plan name: The Bernard Group 401(k) Plan · Sponsored by The Bernard Group, Inc. · Minnesota · Professional & Technical Services

$35M in assets, 743 participants

The Bernard Group, Inc.'s The Bernard Group 401(k) Plan reported $35M in total assets and 743 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,441 in Professional & Technical Services (21,562 peers)

Where The Bernard Group 401(k) Plan sits by assets

The Bernard Group 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 743 participants (~$47,740/participant), down 6.7% in 2022.

#18,441
in Professional & Technical Services (21,562 peers)
-6.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

The Bernard Group 401(k) Plan's outsized position by total assets

The Bernard Group 401(k) Plan vs every filed plan by assets

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

$35,470,474 Top 15% higher than 85% 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

The Bernard Group 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. The Bernard Group 401(k) Plan sits mid-pack in the medium band (743 participants).

EBSA filing schedule strip

Filing strip 411944077 · The Bernard Group, Inc. PY 2022 · 401(k)

The Bernard Group 401(k) Plan · $35M · 743 · 85th

  • PART $35M
  • TYPE 743
  • NET 85th
  • BOOK 401(k)
  • VS-ST near Oliver, Inc. 401(k) Retirement Plan
  • BOY ind #18441

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 Minnesota →

The Bernard Group 401(k) Plan in the asset neighbourhood

Edelbrock Group 401(k) Retirement PlanEdelbrock Group 401(k) Retir…$35MThe Bernard Group 401(k) Plan$35MOliver, Inc. 401(k) Retirement PlanOliver, Inc. 401(k) Retireme…$35MAndis Company 401(k)$35MShimano North America 401(k) Profit Sharing PlanShimano North America 401(k)…$35M
End-of-year total assets ($M) among The Bernard Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$35M
Net Income-$3M
Employer EIN411944077
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bernard Group, Inc.)

Sponsor-wide plan assets over time

All The Bernard Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$181M 26.23630903114842% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $143M $181M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 1,344 $143M
2023 2 1,487 $164M
2024 2 1,651 $181M

Nearby 401(k) Plans in Minnesota

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

The Bernard Group 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants The Bernard Group 401(k) Plan, Total assets ($B): 0.035470474 · Participants: 743The Bernard Group 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
The Bernard Group 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The Bernard Group 401(k) Plan side-by-side with 3 peers →

The Bernard Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Oliver, Inc. 401(k) Retirement Plan in NY ($35M); by covered participants it is Taylor Made Employees Savings Retirement Program in CA (743 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (743 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 The Bernard Group 401(k) Plan assets move in 2022? ▼
The Bernard Group 401(k) Plan pulled back noticeably - down 6.7% during 2022, from $38M to $35M. Reported net income was -$3M.
How have The Bernard Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bernard Group, Inc.'s sponsor-wide assets grew 26.2%, from $143M to $181M.
Where does The Bernard Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Bernard Group 401(k) Plan ranks in the 85th 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 The Bernard Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oliver, Inc. 401(k) Retirement Plan in NY ($35M, 381 participants).
Which 401(k) plans cover a similar participant headcount to The Bernard Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Made Employees Savings Retirement Program in CA (743 participants, $150M 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 411944077.

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.