401(k) · DOL Form 5500 · 2023

Dworken and Bernstein Co., Lpa 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
51
Participants Small participant base
71st
Percentile by assets National rank
$366,165
Avg per participant High balance/head
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Official DOL plan name: Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan · Sponsored by Dworken and Bernstein Co., Lpa · Ohio · Professional & Technical Services

$19M in assets, 51 participants

Dworken and Bernstein Co., Lpa's Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan reported $19M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,427 in Professional & Technical Services (20,321 peers)

2023 asset change

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan pulled back noticeably 14.6% in 2023 ($22M → $19M) for 51 participants.

#14,427
in Professional & Technical Services (20,321 peers)
-14.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan's outsized position by total assets

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,674,435 Top 29% higher than 71% 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

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan end-of-year assets fell from $22M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan reported participants fell from 55 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341082604 · Dworken and Bernstein Co., Lpa PY 2023 · 401(k)

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan · $19M · 51 · 71st

  • BOOK $19M
  • VS-ST 51
  • BOY 71st
  • SCH 401(k)
  • EBSA near Curis, Inc. 401(k) Plan
  • PART ind #14427

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 Ohio →

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan in the asset neighbourhood

Bvi Retirement Savings Plan$19MLawrence Tractor Company, Inc. 401(k) Profit Sharing PlanLawrence Tractor Company, In…$19MAmc, LLC 401(k) Plan$19MDworken and Bernstein Co., Lpa 401(k) Profit Sharing PlanDworken and Bernstein Co., L…$19MCuris, Inc. 401(k) Plan$19M
End-of-year total assets ($M) among Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dworken and Bernstein Co., Lpa years around the 2023 move

Sponsor-wide plan assets over time

All Dworken and Bernstein Co., Lpa plans reported in each filing year

Latest sponsor-wide plan assets
$21M 2.818701413734198% vs 2022
2024 filing year
$18M$19M$20M$21M$22M$23M 202220232024 $21.9M $21.3M ▼ -2.8%
Year Plans Participants Total Assets
2022 1 55 $22M
2023 1 51 $19M
2024 1 49 $21M

2023 asset-move particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN341082604
Plan Effective Date1972-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan, Total assets ($B): 0.018674435 · Participants: 51Dworken and Bernstein Co., Lpa 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan side-by-side with 3 peers →

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Curis, Inc. 401(k) Plan in MA ($19M); by covered participants it is Kassity's 401(k) Profit Sharing Plan in CA (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan assets move in 2023? ▼
Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan pulled back noticeably - down 14.6% during 2023, from $22M to $19M. Reported net income was -$3M.
How have Dworken and Bernstein Co., Lpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dworken and Bernstein Co., Lpa's sponsor-wide assets declined 2.8%, from $22M to $21M.
Which 401(k) plans are similar in size to Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curis, Inc. 401(k) Plan in MA ($19M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kassity's 401(k) Profit Sharing Plan in CA (51 participants, $2M 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 341082604.

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.