401(k) · DOL Form 5500 · 2023
Lieff, Cabraser, Heimann & Bernstein, LLP 401(k) Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 238
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $504,927
- Avg per participant High balance/head
Official DOL plan name: Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan · Sponsored by Lieff, Cabraser, Heimann & Bernstein, LLP · California · Professional & Technical Services
$120M in assets, 238 participants
Lieff, Cabraser, Heimann & Bernstein, LLP's Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan reported $120M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #19,017 in Professional & Technical Services (20,321 peers)
Coverage in California
Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan covers 238 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $120M.
- #19,017
- in Professional & Technical Services (20,321 peers)
- +21.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan's outsized position by total assets
Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$120,172,555 Top 8% higher than 92% 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
Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan sits mid-pack in the medium band (238 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan reported net income rose from -$17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan end-of-year assets rose from $99M in the plan year 2022 filing to $120M in the plan year 2023 filing.
- Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan reported participants fell from 256 in the plan year 2022 filing to 238 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 942262492 · Lieff, Cabraser, Heimann & Bernstein, LLP PY 2023 · 401(k)
Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan · $120M · 238 · 92nd
- RANK $120M
- PHOTO 238
- IND 92nd
- EOY 401(k)
- 5500 near The Nba Savings and Retirement Plan for Coaches, Assistant Coaches and Athletic Trainers
- ASSETS ind #19017
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 California →
Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | $21M |
| Employer EIN | 942262492 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lieff, Cabraser, Heimann & Bernstein, LLP)
Sponsor-wide plan assets over time
All Lieff, Cabraser, Heimann & Bernstein, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 42.98129311486902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 256 | $99M |
| 2023 | 1 | 238 | $120M |
| 2024 | 1 | 255 | $141M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Nba Savings and Retirement Plan for Coaches, Assistant Coaches and Athletic Trainers in NJ ($120M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- The Nba Savings and Retirement Plan for Coaches, Assistant Coaches and Athletic Trainers (NJ) $120M · 362
- Capitol Broadcasting Company, Inc Retirement Savings Plan (NC) $120M · 509
- Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C. 401(k) Profit Sharing Plan (DC) $120M · 181
- Wis-Pak, Inc. Profit Sharing and Savings Plan (WI) $120M · 908
Similar participant headcount
Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.
- Idn Global, Inc. 401(k) Plan (MI) 238 · 0 off
- Maymead Inc. Profit Sharing Plan (TN) 238 · 0 off
- The Data Entry Company 401(k) Plan (MD) 238 · 0 off
- Envision Credit Union 401(k) Plan and Trust (FL) 238 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.