Profit Sharing · DOL Form 5500 · 2023

Bernson & Aussenberg Profit Sharing Plan

Data updated 2026-08-25

$440K
Total assets Small plan by assets: N/A
Participants Small participant base: 17th
Percentile by assets National rank

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Official DOL plan name: Bernson & Aussenberg Target Benefit Plan · Sponsored by Bernson & Aussenberg · Pennsylvania · Professional & Technical Services

$440K in assets, N/A participants

Bernson & Aussenberg's Bernson & Aussenberg Target Benefit Plan reported $440K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

#2,574 in Professional & Technical Services (20,321 peers)

Bernson & Aussenberg multi-year trail

Bernson & Aussenberg's plans moved +55.9% in assets from 2022 to 2023; this filing shows Bernson & Aussenberg Target Benefit Plan at $440K / N/A participants.

#2,574
in Professional & Technical Services (20,321 peers): +55.9%
assets growth YoY

Bernson & Aussenberg Target Benefit Plan among the smaller filed plans by assets

Bernson & Aussenberg Target Benefit Plan vs every filed plan by assets

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

$439,698 17th percentile higher than 17% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bernson & Aussenberg Target Benefit Plan reported net income rose from -$170K in the plan year 2022 filing to $158K in the plan year 2023 filing.
Bernson & Aussenberg Target Benefit Plan reported participants fell from 1 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Bernson & Aussenberg Target Benefit Plan end-of-year assets rose from $282K in the plan year 2022 filing to $440K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251370034 · Bernson & Aussenberg PY 2023 · Profit Sharing

Bernson & Aussenberg Target Benefit Plan · $440K · N/A · 17th

BOOK $440K
BOOK N/A
BOOK 17th
BOOK Profit Sharing
BOOK near Mddr Enterprises Incorporated Retirement Plan
BOOK ind #2574

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 Pennsylvania →

End-of-year total assets ($M) among Bernson & Aussenberg Target Benefit Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bernson & Aussenberg multi-year asset trail

Latest sponsor-wide plan assets: $440K 55.91408906681606% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$282K
2023	1	N/A	$440K

Bernson & Aussenberg filing trail (2023)

Total Assets (Beginning of Year)	$282K
Net Assets (End of Year)	$440K
Net Income	$158K
Employer EIN	251370034
Plan Effective Date	1979-02-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Bernson & Aussenberg Target Benefit Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
University of Pennsylvania Basic Plan $1.7B · 21,016
International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458

Compare Bernson & Aussenberg Target Benefit Plan side-by-side with 3 peers →

Bernson & Aussenberg Target Benefit Plan's closest out-of-state Profit Sharing peers by assets

Outside Pennsylvania, the nearest Profit Sharing by end-of-year assets is Mddr Enterprises Incorporated Retirement Plan in OH at $440K (this filing: $440K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($440K here).

Mddr Enterprises Incorporated Retirement Plan (OH) $440K · 3
Kull N Claude Fleet Services, Inc. Profit Sharing Plan (MN) $439K · 3
Castillo Capital & Investments, Inc. Retirement Plan (CA) $439K · 2
Uptrend Partners Inc. Retirement Plan (KY) $439K · 1

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 Bernson & Aussenberg Target Benefit Plan assets move in 2023? ▼

Bernson & Aussenberg Target Benefit Plan surged - up 55.9% during 2023, from $282K to $440K. Reported net income was $158K.

How have Bernson & Aussenberg plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Bernson & Aussenberg's sponsor-wide assets grew 55.9%, from $282K to $440K.

Where does Bernson & Aussenberg Target Benefit Plan rank by assets among Form 5500 filers? ▼

Bernson & Aussenberg Target Benefit Plan ranks in the 17th 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 Bernson & Aussenberg Target Benefit Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Mddr Enterprises Incorporated Retirement Plan in OH ($440K, 3 participants).

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 251370034.