401(k) · DOL Form 5500 · 2022

Bernard Robinson & Company, LLP 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
171
Participants Small participant base
82nd
Percentile by assets National rank
$169,073
Avg per participant Above avg balance/head
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Official DOL plan name: Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan · Sponsored by Bernard Robinson & Company, LLP · North Carolina · Professional & Technical Services

$29M in assets, 171 participants

Bernard Robinson & Company, LLP's Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan reported $29M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,874 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan covers 171 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $29M.

#17,874
in Professional & Technical Services (21,562 peers)
+4.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan's outsized position by total assets

Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan vs every filed plan by assets

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

$28,911,511 Top 18% higher than 82% 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

Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement 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. Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan sits mid-pack in the medium band (171 participants).

EBSA filing schedule strip

Filing strip 560571159 · Bernard Robinson & Company, LLP PY 2022 · 401(k)

Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan · $29M · 171 · 82nd

  • BOOK $29M
  • BOOK 171
  • BOOK 82nd
  • BOOK 401(k)
  • BOOK near Parker Automotive Group Retirement Savings Plan
  • BOOK ind #17874

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 North Carolina →

Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan in the asset neighbourhood

Imagenet Consulting, LLC 401(k) Retirement PlanImagenet Consulting, LLC 401…$29MBernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement PlanBernard Robinson & Company, …$29MParker Automotive Group Retirement Savings PlanParker Automotive Group Reti…$29MThe Aleut Corporation 401(k) Retirement PlanThe Aleut Corporation 401(k)…$29MPaul Miller & Its Affiliates 401(k) PlanPaul Miller & Its Affiliates…$29M
End-of-year total assets ($M) among Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$1M
Employer EIN560571159
Plan Effective Date1966-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernard Robinson & Company, LLP)

Sponsor-wide plan assets over time

All Bernard Robinson & Company, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$38M 32.566322804781805% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.9M $38.3M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 171 $29M
2023 1 177 $33M
2024 1 187 $38M

Nearby 401(k) Plans in North Carolina

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

Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan, Total assets ($B): 0.028911511 · Participants: 171Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan side-by-side with 3 peers →

Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Parker Automotive Group Retirement Savings Plan in ID ($29M); by covered participants it is The Dorschel Group Retirement Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan assets move in 2022? ▼
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan edged up modestly - up 4.2% during 2022, from $28M to $29M. Reported net income was $1M.
How have Bernard Robinson & Company, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard Robinson & Company, LLP's sponsor-wide assets grew 32.6%, from $29M to $38M.
Where does Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan ranks in the 82nd 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 Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Parker Automotive Group Retirement Savings Plan in ID ($29M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dorschel Group Retirement Plan in NY (171 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 560571159.

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.