401(k) · DOL Form 5500 · 2022
Bermello, Ajamil & Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $104,161
- Avg per participant Below avg balance/head
Official DOL plan name: Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan · Sponsored by Bermello, Ajamil & Partners, Inc. · Florida · Professional & Technical Services
$11M in assets, 105 participants
Bermello, Ajamil & Partners, Inc.'s Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan reported $11M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,180 in Professional & Technical Services (21,562 peers)
Coverage in Florida
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan covers 105 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $11M.
- #14,180
- in Professional & Technical Services (21,562 peers)
- -14.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan's outsized position by total assets
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,936,929 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bermello, Ajamil & Partners, Inc. Employees Savings Investment 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. Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan sits mid-pack in the medium band (105 participants).
Form 5500 schedule snapshot
Filing strip 591722486 · Bermello, Ajamil & Partners, Inc. PY 2022 · 401(k)
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan · $11M · 105 · 67th
- 5500 $11M
- ASSETS 105
- PCT 67th
- EIN 401(k)
- RANK near Recsolu, Inc. 401(k) P/S Plan
- PHOTO ind #14180
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 →
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 591722486 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bermello, Ajamil & Partners, Inc.)
Sponsor-wide plan assets over time
All Bermello, Ajamil & Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55K 99.49759205714876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $11M |
| 2023 | 1 | 135 | $13M |
| 2024 | 1 | 150 | $55K |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Recsolu, Inc. 401(k) P/S Plan in IL ($11M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Recsolu, Inc. 401(k) P/S Plan (IL) $11M · 127
- Peoples Pharmacy, Inc. 401(k) Plan (TX) $11M · 164
- Etq, LLC. 401(k) Plan (MA) $11M · 176
- Sixaxis, LLC Retirement Plan (SC) $11M · 344
Similar participant headcount
Nearest other-state filings by covered participants (105 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.