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
PlainRetire home → About this data RSS: change history

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

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 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

Local No. 1 Retirement Savings Trust FundLocal No. 1 Retirement Savin…$11MChicago Painters and Decorators Retirement Savings FundChicago Painters and Decorat…$11MMascot Realty, Inc., Profit Sharing PlanMascot Realty, Inc., Profit …$11MBernstein Litowitz Berger & Grossmann LLP Profit Sharing PlanBernstein Litowitz Berger & …$11MCmha 403(b) Plan$11M
End-of-year total assets ($M) among Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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
$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

Bernstein Litowitz Berger & Grossmann LLP filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN133165559
Plan Effective Date2003-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan, Total assets ($B): 0.011052188 · Participants: 93Bernstein Litowitz Berger & Grossmann LLP Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Profit Sharing Plan assets move in 2022? ▼
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan pulled back noticeably - down 12.1% during 2022, from $13M to $11M. Reported net income was -$2M.
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.
Which Profit Sharing plans are similar in size to Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Local No. 1 Retirement Savings Trust Fund in IL ($11M, 1,715 participants).
Which Profit Sharing plans cover a similar participant headcount to Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Robert Chick Fritz, Inc. Profit Sharing Plan and Trust in IL (93 participants, $6M in assets).