Profit Sharing · DOL Form 5500 · 2023

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
48th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Schiff and Bernstein, a Professional Corporation Profit Sharing Plan · Sponsored by Schiff and Bernstein, a Professional Corporation · California · Professional & Technical Services

$6M in assets, 4 participants

Schiff and Bernstein, a Professional Corporation's Schiff and Bernstein, a Professional Corporation Profit Sharing Plan reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,360 in Professional & Technical Services (20,321 peers)

Schiff and Bernstein, a Professional Corporation multi-year trail

Schiff and Bernstein, a Professional Corporation's plans moved -26.7% in assets from 2022 to 2023; this filing shows Schiff and Bernstein, a Professional Corporation Profit Sharing Plan at $6M / 4 participants.

#9,360
in Professional & Technical Services (20,321 peers)
-26.7%
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.

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,993,344 48th percentile higher than 48% of 127,068 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 2023

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schiff and Bernstein, a Professional Corporation Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schiff and Bernstein, a Professional Corporation Profit Sharing Plan reported net income fell from -$210K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Schiff and Bernstein, a Professional Corporation Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953902962 · Schiff and Bernstein, a Professional Corporation PY 2023 · Profit Sharing

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan · $6M · 4 · 48th

  • PHOTO $6M
  • PHOTO 4
  • PHOTO 48th
  • PHOTO Profit Sharing
  • PHOTO near Texas-Lehigh Cement Company Profit Sharing and Retirement Plan
  • PHOTO ind #9360

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 California →

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan in the asset neighbourhood

Timothy G. Casey, PA Profit Sharing PlanTimothy G. Casey, PA Profit …$6MFrank Taliercio Profit Sharing Plan and TrustFrank Taliercio Profit Shari…$6M401(a) Profit-Sharing Plan for Employees of Urban Pathways, Inc.401(a) Profit-Sharing Plan f…$6MSchiff and Bernstein, a Professional Corporation Profit Sharing PlanSchiff and Bernstein, a Prof…$6MTexas-Lehigh Cement Company Profit Sharing and Retirement PlanTexas-Lehigh Cement Company …$6M
End-of-year total assets ($M) among Schiff and Bernstein, a Professional Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Schiff and Bernstein, a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Schiff and Bernstein, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.68095039913955% vs 2022
2023 filing year
$5M$6M$7M$8M$9M 20222023 $8.17M $5.99M ▼ -26.7%
Year Plans Participants Total Assets
2022 1 4 $8M
2023 2 5 $6M

Schiff and Bernstein, a Professional Corporation filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN953902962
Plan Effective Date1984-03-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Schiff and Bernstein, a Professional Corporation Profit Sharing Plan, Total assets ($B): 0.005993344 · Participants: 4Schiff and Bernstein, a Professional Corporation Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Schiff and Bernstein, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Schiff and Bernstein, a Professional Corporation Profit Sharing Plan side-by-side with 3 peers →

Schiff and Bernstein, a Professional Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Texas-Lehigh Cement Company Profit Sharing and Retirement Plan in TX ($6M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Schiff and Bernstein, a Professional Corporation Profit Sharing Plan assets move in 2023? ▼
Schiff and Bernstein, a Professional Corporation Profit Sharing Plan declined sharply - down 26.7% during 2023, from $8M to $6M. Reported net income was -$2M.
How have Schiff and Bernstein, a Professional Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Schiff and Bernstein, a Professional Corporation's sponsor-wide assets declined 26.7%, from $8M to $6M.
Which Profit Sharing plans are similar in size to Schiff and Bernstein, a Professional Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Texas-Lehigh Cement Company Profit Sharing and Retirement Plan in TX ($6M, 169 participants).
Which Profit Sharing plans cover a similar participant headcount to Schiff and Bernstein, a Professional Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953902962.

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.