401(k) · DOL Form 5500 · 2023

Bernhardt Furniture Company 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
1,212
Participants Near avg headcount
86th
Percentile by assets National rank
$43,383
Avg per participant Low balance/head
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Official DOL plan name: Bernhardt Furniture Company Retirement Plan · Sponsored by Bernhardt Furniture Company · North Carolina · Manufacturing

$53M in assets, 1,212 participants

Bernhardt Furniture Company's Bernhardt Furniture Company Retirement Plan reported $53M in total assets and 1,212 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,941 in Manufacturing (18,722 peers)

Where Bernhardt Furniture Company Retirement Plan sits by assets

Bernhardt Furniture Company Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 1,212 participants (~$43,383/participant), up 14.7% in 2023.

#14,941
in Manufacturing (18,722 peers)
+14.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bernhardt Furniture Company Retirement Plan's outsized position by total assets

Bernhardt Furniture Company Retirement Plan vs every filed plan by assets

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

$52,580,230 Top 14% higher than 86% 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

Bernhardt Furniture Company Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernhardt Furniture Company Retirement Plan lands in the large band (1,212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernhardt Furniture Company Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Bernhardt Furniture Company Retirement Plan end-of-year assets rose from $46M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Bernhardt Furniture Company Retirement Plan reported participants fell from 1,237 in the plan year 2022 filing to 1,212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560671544 · Bernhardt Furniture Company PY 2023 · 401(k)

Bernhardt Furniture Company Retirement Plan · $53M · 1,212 · 86th

  • TYPE $53M
  • TYPE 1,212
  • TYPE 86th
  • TYPE 401(k)
  • TYPE near Alphia, Inc. 401(k) Plan
  • TYPE ind #14941

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 Manufacturing retirement plans → · Plans in North Carolina →

Bernhardt Furniture Company Retirement Plan in the asset neighbourhood

Palmetto Primary Care Physicians, LLC 401(k)Palmetto Primary Care Physic…$53MMercersburg Academy 401(k) PlanMercersburg Academy 401(k) P…$53MBernhardt Furniture Company Retirement PlanBernhardt Furniture Company …$53MAlphia, Inc. 401(k) Plan$53MAvma Employees Retirement PlanAvma Employees Retirement Pl…$53M
End-of-year total assets ($M) among Bernhardt Furniture Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$53M
Net Income$7M
Employer EIN560671544
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernhardt Furniture Company)

Sponsor-wide plan assets over time

All Bernhardt Furniture Company plans reported in each filing year

Latest sponsor-wide plan assets
$58M 25.858716190465223% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.9M $57.7M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 1,237 $46M
2023 1 1,212 $53M
2024 1 1,167 $58M

Nearby 401(k) Plans in North Carolina

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

Bernhardt Furniture Company Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Bernhardt Furniture Company Retirement Plan, Total assets ($B): 0.05258023 · Participants: 1212Bernhardt Furniture Company Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Bernhardt Furniture Company Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bernhardt Furniture Company Retirement Plan side-by-side with 3 peers →

Bernhardt Furniture Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Alphia, Inc. 401(k) Plan in KS ($53M); by covered participants it is Silverton Casino, LLC 401(k) Plan in NV (1,212 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,212 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 Bernhardt Furniture Company Retirement Plan assets move in 2023? ▼
Bernhardt Furniture Company Retirement Plan grew at a solid clip - up 14.7% during 2023, from $46M to $53M. Reported net income was $7M.
How have Bernhardt Furniture Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernhardt Furniture Company's sponsor-wide assets grew 25.9%, from $46M to $58M.
Where does Bernhardt Furniture Company Retirement Plan rank by assets among Form 5500 filers? ▼
Bernhardt Furniture Company Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bernhardt Furniture Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alphia, Inc. 401(k) Plan in KS ($53M, 983 participants).
Which 401(k) plans cover a similar participant headcount to Bernhardt Furniture Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Silverton Casino, LLC 401(k) Plan in NV (1,212 participants, $16M 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 560671544.

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.