Profit Sharing · DOL Form 5500 · 2022
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $118,841
- Avg per participant Near avg balance/head
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.
- #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.
- #14,231
- in Professional & Technical Services (21,562 peers)
- -12.1%
- 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.
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan's outsized position by total assets
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,052,188 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
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan among smaller 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 Profit Sharing Plan is a small filing (93 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 133165559 · Bernstein Litowitz Berger & Grossmann LLP PY 2022 · Profit Sharing
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan · $11M · 93 · 67th
- PCT $11M
- EIN 93
- RANK 67th
- PHOTO Profit Sharing
- IND near Local No. 1 Retirement Savings Trust Fund
- EOY ind #14231
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 Profit Sharing Plan in the asset neighbourhood
Bernstein Litowitz Berger & Grossmann LLP multi-year asset trail
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
| 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.
- 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
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Local No. 1 Retirement Savings Trust Fund in IL ($11M); by covered participants it is Robert Chick Fritz, Inc. Profit Sharing Plan and Trust in IL (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (93 participants); asset peers above are excluded.
- Robert Chick Fritz, Inc. Profit Sharing Plan and Trust (IL) 93 · 0 off
- Annual Reviews 403(b) DC Plan (CA) 93 · 0 off
- Nypro Inc. Defined Contribution Plan (MA) 93 · 0 off
- Hired 401(k) Plan (MN) 93 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.