401(k) · DOL Form 5500 · 2023

Bernabei & Kabat PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
36th
Percentile by assets National rank
$393,482
Avg per participant High balance/head
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Official DOL plan name: Bernabei & Kabat PLLC Retirement Plan · Sponsored by Bernabei & Kabat PLLC · District of Columbia · Professional & Technical Services

$3M in assets, 8 participants

Bernabei & Kabat PLLC's Bernabei & Kabat PLLC Retirement Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,752 in Professional & Technical Services (20,321 peers)

Bernabei & Kabat PLLC multi-year trail

Bernabei & Kabat PLLC's plans moved +17.8% in assets from 2022 to 2024; this filing shows Bernabei & Kabat PLLC Retirement Plan at $3M / 8 participants.

#6,752
in Professional & Technical Services (20,321 peers)
+2.8%
assets growth YoY

Bernabei & Kabat PLLC Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bernabei & Kabat PLLC Retirement Plan vs every filed plan by assets

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

$3,147,857 36th percentile higher than 36% 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

Bernabei & Kabat PLLC Retirement 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. Bernabei & Kabat PLLC Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernabei & Kabat PLLC Retirement Plan reported net income rose from -$399K in the plan year 2022 filing to $86K in the plan year 2023 filing.
  • Bernabei & Kabat PLLC Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204343537 · Bernabei & Kabat PLLC PY 2023 · 401(k)

Bernabei & Kabat PLLC Retirement Plan · $3M · 8 · 36th

  • RANK $3M
  • PHOTO 8
  • IND 36th
  • EOY 401(k)
  • 5500 near Unify Energy Solutions, LLC 401(k) Plan
  • ASSETS ind #6752

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 District of Columbia →

Bernabei & Kabat PLLC Retirement Plan in the asset neighbourhood

Bernabei & Kabat PLLC Retirement PlanBernabei & Kabat PLLC Retire…$3MUnify Energy Solutions, LLC 401(k) PlanUnify Energy Solutions, LLC …$3MThe Mochi Ice Cream Company 401(k) Profit Sharing Plan & TrustThe Mochi Ice Cream Company …$3MDavison Design and Development 401(k) Profit Sharing PlanDavison Design and Developme…$3MBlue Ridge Metals Corporation 401(k) Retirement PlanBlue Ridge Metals Corporatio…$3M
End-of-year total assets ($M) among Bernabei & Kabat PLLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bernabei & Kabat PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Bernabei & Kabat PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.84886449630916% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.06M $3.61M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $3M
2024 1 7 $4M

Bernabei & Kabat PLLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$86K
Employer EIN204343537
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Bernabei & Kabat PLLC Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Bernabei & Kabat PLLC Retirement Plan, Total assets ($B): 0.003147857 · Participants: 8Bernabei & Kabat PLLC Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Bernabei & Kabat PLLC Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Bernabei & Kabat PLLC Retirement Plan side-by-side with 3 peers →

Bernabei & Kabat PLLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Unify Energy Solutions, LLC 401(k) Plan in TX ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Bernabei & Kabat PLLC Retirement Plan assets move in 2023? ▼
Bernabei & Kabat PLLC Retirement Plan edged up modestly - up 2.8% during 2023, from $3M to $3M. Reported net income was $86K.
How have Bernabei & Kabat PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernabei & Kabat PLLC's sponsor-wide assets grew 17.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Bernabei & Kabat PLLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unify Energy Solutions, LLC 401(k) Plan in TX ($3M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Bernabei & Kabat PLLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 204343537.

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.