401(k) · DOL Form 5500 · 2022

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
181
Participants Below avg headcount
80th
Percentile by assets National rank
$133,024
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan · Sponsored by Bernstein Litowitz Berger & Grossmann LLP · New York · Professional & Technical Services

$24M in assets, 181 participants

Bernstein Litowitz Berger & Grossmann LLP's Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan reported $24M in total assets and 181 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,320 in Professional & Technical Services (21,562 peers)

Coverage in New York

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan covers 181 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $24M.

#17,320
in Professional & Technical Services (21,562 peers)
-12.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan's outsized position by total assets

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan vs every filed plan by assets

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

$24,077,298 Top 20% higher than 80% 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 Litowitz Berger & Grossmann LLP 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 Litowitz Berger & Grossmann LLP 401(k) Plan sits mid-pack in the medium band (181 participants).

Published 5500 schedule card

Filing strip 133165559 · Bernstein Litowitz Berger & Grossmann LLP PY 2022 · 401(k)

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan · $24M · 181 · 80th

  • EIN $24M
  • EIN 181
  • EIN 80th
  • EIN 401(k)
  • EIN near Dine' Development Corporation 401(k) Plan
  • EIN ind #17320

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 New York →

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan in the asset neighbourhood

Bernstein Litowitz Berger & Grossmann LLP 401(k) PlanBernstein Litowitz Berger & …$24MDine' Development Corporation 401(k) PlanDine' Development Corporatio…$24MRevolution 401(k) Plan$24MIntest Corporation Incentive Savings PlanIntest Corporation Incentive…$24MKeches Law Group, P. C. 401(k) Profit Sharing PlanKeches Law Group, P. C. 401(…$24M
End-of-year total assets ($M) among Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN133165559
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernstein Litowitz Berger & Grossmann LLP)

Sponsor-wide plan assets over time

All Bernstein Litowitz Berger & Grossmann LLP plans reported in each filing year

Latest sponsor-wide plan assets
$48M 36.77184459801091% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.1M $48.1M ▲ +36.8%
Year Plans Participants Total Assets
2022 2 274 $35M
2023 2 314 $41M
2024 2 392 $48M

Nearby 401(k) Plans in New York

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

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan, Total assets ($B): 0.024077298 · Participants: 181Bernstein Litowitz Berger & Grossmann LLP 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan side-by-side with 3 peers →

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dine' Development Corporation 401(k) Plan in AZ ($24M); by covered participants it is Rob's Automotive & Collision in PA (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Litowitz Berger & Grossmann LLP 401(k) Plan assets move in 2022? ▼
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Bernstein Litowitz Berger & Grossmann LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernstein Litowitz Berger & Grossmann LLP's sponsor-wide assets grew 36.8%, from $35M to $48M.
Where does Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan ranks in the 80th 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 Litowitz Berger & Grossmann LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dine' Development Corporation 401(k) Plan in AZ ($24M, 519 participants).
Which 401(k) plans cover a similar participant headcount to Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rob's Automotive & Collision in PA (181 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 133165559.

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.