Profit Sharing · DOL Form 5500 · 2023

Bornstein Law Offices Sc Profit Sharing Plan

Data updated 2026-08-25

$777K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$259,117
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bornstein Law Offices S.C. Profit Sharing Plan · Sponsored by Bornstein Law Offices Sc · Wisconsin · Professional & Technical Services

$777K in assets, 3 participants

Bornstein Law Offices Sc's Bornstein Law Offices S.C. Profit Sharing Plan reported $777K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,366 in Professional & Technical Services (20,321 peers)

Bornstein Law Offices Sc multi-year trail

Bornstein Law Offices Sc's plans moved +25.2% in assets from 2022 to 2024; this filing shows Bornstein Law Offices S.C. Profit Sharing Plan at $777K / 3 participants.

#3,366
in Professional & Technical Services (20,321 peers)
+12.3%
assets growth YoY

Bornstein Law Offices S.C. Profit Sharing Plan among the smaller filed plans by assets

Bornstein Law Offices S.C. Profit Sharing Plan vs every filed plan by assets

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

$777,350 22nd percentile higher than 22% 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

Bornstein Law Offices S.C. 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. Bornstein Law Offices S.C. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bornstein Law Offices S.C. Profit Sharing Plan reported net income rose from -$112K in the plan year 2022 filing to $85K in the plan year 2023 filing.
  • Bornstein Law Offices S.C. Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Bornstein Law Offices S.C. Profit Sharing Plan end-of-year assets rose from $692K in the plan year 2022 filing to $777K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391906183 · Bornstein Law Offices Sc PY 2023 · Profit Sharing

Bornstein Law Offices S.C. Profit Sharing Plan · $777K · 3 · 22nd

  • PART $777K
  • TYPE 3
  • NET 22nd
  • BOOK Profit Sharing
  • VS-ST near Chos Retirement Plan
  • BOY ind #3366

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 Wisconsin →

Bornstein Law Offices S.C. Profit Sharing Plan in the asset neighbourhood

Bornstein Law Offices S.C. Profit Sharing PlanBornstein Law Offices S.C. P…$777KChos Retirement Plan$777KE. Flores De Hostos Retirement PlanE. Flores De Hostos Retireme…$778KCoop a/C Cupey Alto Money Purchase Retirement PlanCoop a/C Cupey Alto Money Pu…$778KJuan Nicolas Valentin Marrero Retirement PlanJuan Nicolas Valentin Marrer…$778K
End-of-year total assets ($M) among Bornstein Law Offices S.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bornstein Law Offices Sc multi-year asset trail

Sponsor-wide plan assets over time

All Bornstein Law Offices Sc plans reported in each filing year

Latest sponsor-wide plan assets
$866K 25.205014582990078% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.69M $0.87M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 4 $692K
2023 1 3 $777K
2024 1 3 $866K

Bornstein Law Offices Sc filing trail (2023)

Total Assets (Beginning of Year)$692K
Net Assets (End of Year)$777K
Net Income$85K
Employer EIN391906183
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Bornstein Law Offices S.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Bornstein Law Offices S.C. Profit Sharing Plan, Total assets ($B): 0.00077735 · Participants: 3Bornstein Law Offices S.C. Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Bornstein Law Offices S.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Bornstein Law Offices S.C. Profit Sharing Plan side-by-side with 3 peers →

Bornstein Law Offices S.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Chos Retirement Plan in PR ($777K); 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 ($777K 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 Bornstein Law Offices S.C. Profit Sharing Plan assets move in 2023? ▼
Bornstein Law Offices S.C. Profit Sharing Plan grew at a solid clip - up 12.3% during 2023, from $692K to $777K. Reported net income was $85K.
How have Bornstein Law Offices Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bornstein Law Offices Sc's sponsor-wide assets grew 25.2%, from $692K to $866K.
Where does Bornstein Law Offices S.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bornstein Law Offices S.C. Profit Sharing Plan ranks in the 22nd 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 Bornstein Law Offices S.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Chos Retirement Plan in PR ($777K, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Bornstein Law Offices S.C. Profit Sharing 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 391906183.

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.