401(k) · DOL Form 5500 · 2023
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $540,969
- Avg per participant High balance/head
Official DOL plan name: Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC Profit Sharing 401(k) Plan and Trust · Sponsored by Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC · New Jersey · Professional & Technical Services
$15M in assets, 28 participants
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC's Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC Profit Sharing 401(k) Plan and Trust reported $15M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #13,562 in Professional & Technical Services (20,321 peers)
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC multi-year trail
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC's plans moved +16.7% in assets from 2023 to 2024; this filing shows Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC Profit Sharing 401(k) Plan and Trust at $15M / 28 participants.
- #13,562
- in Professional & Technical Services (20,321 peers)
- +18.5%
- assets growth YoY
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC Profit Sharing 401(k) Plan and Trust's outsized position by total assets
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC Profit Sharing 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,147,141 Top 33% higher than 67% 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
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC Profit Sharing 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC Profit Sharing 401(k) Plan and Trust is a small filing (28 participants) on this national headcount ladder.
DOL schedule card
Filing strip 223627857 · Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC PY 2023 · 401(k)
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC Profit Sharing 401(k) Plan and Trust · $15M · 28 · 67th
- 5500 $15M
- 5500 28
- 5500 67th
- 5500 401(k)
- 5500 near Indiana Industrial Services, LLC and Affiliates 401(k) Plan
- 5500 ind #13562
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 New Jersey →
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC Profit Sharing 401(k) Plan and Trust in the asset neighbourhood
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 16.69678126056924% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 28 | $15M |
| 2024 | 1 | 30 | $18M |
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 223627857 |
| Plan Effective Date | 1999-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Indiana Industrial Services, LLC and Affiliates 401(k) Plan in IN ($15M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
- Direct Urgent Care, Inc. 401(k) Plan (CA) 28 · 0 off
- Applied Video Technology, Inc. Profit Sharing Plan (PA) 28 · 0 off
- Title Houston Holdings, Ltd 401(k) Plan (TX) 28 · 0 off
- Horizon Food Equipment 401(k) Plan (NY) 28 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.