Profit Sharing · DOL Form 5500 · 2023

Bernest Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$243K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$81,044
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bernest Enterprises, Inc. Retirement Plan · Sponsored by Bernest Enterprises, Inc. · Pennsylvania · Other Services

$243K in assets, 3 participants

Bernest Enterprises, Inc.'s Bernest Enterprises, Inc. Retirement Plan reported $243K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #2,054 in Other Services (7,857 peers)

Bernest Enterprises, Inc. multi-year trail

Bernest Enterprises, Inc.'s plans moved +34.9% in assets from 2022 to 2024; this filing shows Bernest Enterprises, Inc. Retirement Plan at $243K / 3 participants.

#2,054
in Other Services (7,857 peers)
+38.8%
assets growth YoY

Bernest Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Bernest Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$243,132 12th percentile higher than 12% 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

Bernest Enterprises, Inc. 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. Bernest Enterprises, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernest Enterprises, Inc. Retirement Plan end-of-year assets rose from $175K in the plan year 2022 filing to $243K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 821189847 · Bernest Enterprises, Inc. PY 2023 · Profit Sharing

Bernest Enterprises, Inc. Retirement Plan · $243K · 3 · 12th

  • ASSETS $243K
  • PCT 3
  • EIN 12th
  • RANK Profit Sharing
  • PHOTO near Rockin Beverage Investment Plan
  • IND ind #2054

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 Other Services retirement plans → · Plans in Pennsylvania →

Bernest Enterprises, Inc. Retirement Plan in the asset neighbourhood

Bernest Enterprises, Inc. Retirement PlanBernest Enterprises, Inc. Re…$243KRockin Beverage Investment PlanRockin Beverage Investment P…$243KAcp Inc. Profit Sharing Plan$243KI. Figueroa Estasie Retirement PlanI. Figueroa Estasie Retireme…$243KLaw Offices of N David Durant &associates PA Profit Sharing PlanLaw Offices of N David Duran…$243K
End-of-year total assets ($M) among Bernest Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bernest Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bernest Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236K 34.923761081901894% vs 2022
2024 filing year
$0.16M$0.18M$0.2M$0.22M$0.24M$0.26M 202220232024 $0.18M $0.24M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 3 $175K
2023 1 3 $243K
2024 1 4 $236K

Bernest Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$175K
Net Assets (End of Year)$243K
Net Income$68K
Employer EIN821189847
Plan Effective Date2017-04-14
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Bernest Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Bernest Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000243132 · Participants: 3Bernest Enterprises, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Bernest Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Bernest Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Bernest Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Rockin Beverage Investment Plan in CO ($243K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($243K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Bernest Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Bernest Enterprises, Inc. Retirement Plan surged - up 38.8% during 2023, from $175K to $243K. Reported net income was $68K.
How have Bernest Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernest Enterprises, Inc.'s sponsor-wide assets grew 34.9%, from $175K to $236K.
Where does Bernest Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Bernest Enterprises, Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Bernest Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rockin Beverage Investment Plan in CO ($243K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Bernest Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 821189847.

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.