401(k) · DOL Form 5500 · 2022

Bernier Carr and Associates 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
104
Participants Small participant base
66th
Percentile by assets National rank
$100,548
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bernier Carr and Associates 401(k) Plan · Sponsored by Bernier Carr and Associates · New York · Professional & Technical Services

$10M in assets, 104 participants

Bernier Carr and Associates's Bernier Carr and Associates 401(k) Plan reported $10M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,944 in Professional & Technical Services (21,562 peers)

Coverage in New York

Bernier Carr and Associates 401(k) Plan covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $10M.

#13,944
in Professional & Technical Services (21,562 peers)
-15.3%
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.

Bernier Carr and Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bernier Carr and Associates 401(k) Plan vs every filed plan by assets

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

$10,456,966 Top 34% higher than 66% 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

Bernier Carr and Associates 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. Bernier Carr and Associates 401(k) Plan sits mid-pack in the medium band (104 participants).

Form 5500 schedule snapshot

Filing strip 161337922 · Bernier Carr and Associates PY 2022 · 401(k)

Bernier Carr and Associates 401(k) Plan · $10M · 104 · 66th

  • PCT $10M
  • EIN 104
  • RANK 66th
  • PHOTO 401(k)
  • IND near Roy Robinson 401(k) Retirement Savings Plan
  • EOY ind #13944

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 →

Bernier Carr and Associates 401(k) Plan in the asset neighbourhood

Bernier Carr and Associates 401(k) PlanBernier Carr and Associates …$10MRoy Robinson 401(k) Retirement Savings PlanRoy Robinson 401(k) Retireme…$10MVba Defined Contribution Plan for Farmers & Merchants BankVba Defined Contribution Pla…$10MProgeny 3, Inc. 401(k) and Profit Sharing PlanProgeny 3, Inc. 401(k) and P…$10MThe Potter's House 401(k) Savings PlanThe Potter's House 401(k) Sa…$10M
End-of-year total assets ($M) among Bernier Carr and Associates 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)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN161337922
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernier Carr and Associates)

Sponsor-wide plan assets over time

All Bernier Carr and Associates plans reported in each filing year

Latest sponsor-wide plan assets
$13M 21.90385815541525% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.5M $12.8M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 104 $10M
2023 1 89 $10M
2024 1 111 $13M

Nearby 401(k) Plans in New York

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

Bernier Carr and Associates 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bernier Carr and Associates 401(k) Plan, Total assets ($B): 0.010456966 · Participants: 104Bernier Carr and Associates 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
Bernier Carr and Associates 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bernier Carr and Associates 401(k) Plan side-by-side with 3 peers →

Bernier Carr and Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Roy Robinson 401(k) Retirement Savings Plan in WA ($10M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Bernier Carr and Associates 401(k) Plan assets move in 2022? ▼
Bernier Carr and Associates 401(k) Plan declined sharply - down 15.3% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Bernier Carr and Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernier Carr and Associates's sponsor-wide assets grew 21.9%, from $10M to $13M.
Which 401(k) plans are similar in size to Bernier Carr and Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roy Robinson 401(k) Retirement Savings Plan in WA ($10M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Bernier Carr and Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 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 161337922.

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.