Profit Sharing · DOL Form 5500 · 2022
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan
Data updated 2026-08-11
- $11M
- Total assets
- 93
- Participants
- 67th
- Percentile by assets
- $118,841
- Avg per participant
Official DOL plan name: Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan · Sponsored by Bernstein Litowitz Berger & Grossmann LLP · New York · Professional & Technical Services
$11M in assets, 93 participants
Bernstein Litowitz Berger & Grossmann LLP's Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan reported $11M in total assets and 93 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.
- 67th percentile by assets (of 139,126 plans)
- #14,231 in Professional & Technical Services (21,562 peers)
Bernstein Litowitz Berger & Grossmann LLP multi-year trail
Bernstein Litowitz Berger & Grossmann LLP's plans moved +36.8% in assets from 2022 to 2024; this filing shows Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan at $11M / 93 participants.
- $11M
- total plan assets (2022 EOY)
- 93
- covered participants
- 67th
- percentile by assets (of 139,126 plans)
- $118,841
- avg assets per participant
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.
Bernstein Litowitz Berger & Grossmann LLP across 3 plan years on file
Across the 3 plan years Bernstein Litowitz Berger & Grossmann LLP has on file (2022-2024), sponsor-wide plan assets have moved from $35M to $48M, a gain of 36.8%, while reported participants moved from 274 to 392 (+43.1%). Peak year by sponsor assets: 2024 ($48M); trough: 2022 ($35M).
Bernstein Litowitz Berger & Grossmann LLP multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 274 | $35M |
| 2023 | 2 | 314 | $41M |
| 2024 | 2 | 392 | $48M |
Bernstein Litowitz Berger & Grossmann LLP filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 133165559 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan by total assets, not by location.
- Local No. 1 Retirement Savings Trust Fund (IL) $11M · 1,715
- Chicago Painters and Decorators Retirement Savings Fund (IL) $11M · 2,443
- Mascot Realty, Inc., Profit Sharing Plan (CA) $11M · 5
- Cmha 403(b) Plan (CT) $11M · 296
Frequently Asked Questions
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Multi-year trail
Ways to act on Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan's numbers.
- By total assets, Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Bernstein Litowitz Berger & Grossmann LLP's sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans