401(k) · DOL Form 5500 · 2023

Bernards Bros. Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
338
Participants Below avg headcount
86th
Percentile by assets National rank
$156,241
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bernards Bros. Inc. 401(k) Profit Sharing Plan · Sponsored by Bernards Bros. Inc. · California · Construction

$53M in assets, 338 participants

Bernards Bros. Inc.'s Bernards Bros. Inc. 401(k) Profit Sharing Plan reported $53M in total assets and 338 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.

  • #7,574 in Construction (9,030 peers)

Where Bernards Bros. Inc. 401(k) Profit Sharing Plan sits by assets

Bernards Bros. Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $53M for 338 participants (~$156,241/participant), up 18.5% in 2023.

#7,574
in Construction (9,030 peers)
+18.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bernards Bros. Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Bernards Bros. Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$52,809,465 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

Bernards Bros. Inc. 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. Bernards Bros. Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernards Bros. Inc. 401(k) Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bernards Bros. Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Bernards Bros. Inc. 401(k) Profit Sharing Plan reported participants rose from 317 in the plan year 2022 filing to 338 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952920045 · Bernards Bros. Inc. PY 2023 · 401(k)

Bernards Bros. Inc. 401(k) Profit Sharing Plan · $53M · 338 · 86th

  • PCT $53M
  • PCT 338
  • PCT 86th
  • PCT 401(k)
  • PCT near United Road Services, Inc. Employee's 401(k) Plan
  • PCT ind #7574

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 Construction retirement plans → · Plans in California →

Bernards Bros. Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Flexsys America Retirement PlanFlexsys America Retirement P…$53MCenturion Industries, Inc. 401(k) PlanCenturion Industries, Inc. 4…$53MBernards Bros. Inc. 401(k) Profit Sharing PlanBernards Bros. Inc. 401(k) P…$53MUnited Road Services, Inc. Employee's 401(k) PlanUnited Road Services, Inc. E…$53MEmpyrean Benefit Solutions, Inc. 401(k) PlanEmpyrean Benefit Solutions, …$53M
End-of-year total assets ($M) among Bernards Bros. Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN952920045
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernards Bros. Inc.)

Sponsor-wide plan assets over time

All Bernards Bros. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 31.337020723738224% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.6M $58.6M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 317 $45M
2023 1 338 $53M
2024 1 399 $59M

Nearby 401(k) Plans in California

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

Bernards Bros. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bernards Bros. Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.052809465 · Participants: 338Bernards Bros. Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bernards Bros. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bernards Bros. Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bernards Bros. Inc. 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 United Road Services, Inc. Employee's 401(k) Plan in MI ($53M); by covered participants it is Tempel Steel Co Savings & Investment Plan in IL (338 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 (338 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 Bernards Bros. Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Bernards Bros. Inc. 401(k) Profit Sharing Plan grew sharply - up 18.5% during 2023, from $45M to $53M. Reported net income was $8M.
How have Bernards Bros. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernards Bros. Inc.'s sponsor-wide assets grew 31.3%, from $45M to $59M.
Where does Bernards Bros. Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bernards Bros. Inc. 401(k) Profit Sharing 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 Bernards Bros. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Road Services, Inc. Employee's 401(k) Plan in MI ($53M, 1,379 participants).
Which 401(k) plans cover a similar participant headcount to Bernards Bros. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tempel Steel Co Savings & Investment Plan in IL (338 participants, N/A 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 952920045.

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.