401(k) · DOL Form 5500 · 2023

Carney Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
348
Participants Below avg headcount
77th
Percentile by assets National rank
$73,445
Avg per participant Below avg balance/head
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Official DOL plan name: Bernardi Auto Group Retirement Plan · Sponsored by Carney Management Company, Inc. · Massachusetts · Management of Enterprises

$26M in assets, 348 participants

Carney Management Company, Inc.'s Bernardi Auto Group Retirement Plan reported $26M in total assets and 348 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #642 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Bernardi Auto Group Retirement Plan ranks #642 of 1,137 2023 filers by assets (1391% of the sector average)-$26M for 348 participants.

#642
in Management of Enterprises (1,137 peers)
+10.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bernardi Auto Group Retirement Plan's outsized position by total assets

Bernardi Auto Group Retirement Plan vs every filed plan by assets

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

$25,558,964 Top 23% higher than 77% 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

Bernardi Auto Group Retirement 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. Bernardi Auto Group Retirement Plan sits mid-pack in the medium band (348 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernardi Auto Group Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bernardi Auto Group Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Bernardi Auto Group Retirement Plan reported participants rose from 333 in the plan year 2022 filing to 348 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042901650 · Carney Management Company, Inc. PY 2023 · 401(k)

Bernardi Auto Group Retirement Plan · $26M · 348 · 77th

  • VS-ST $26M
  • BOY 348
  • SCH 77th
  • EBSA 401(k)
  • PART near Caruso Management Company 401(k) Retirement Savings Plan and Trust
  • TYPE ind #642

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

Bernardi Auto Group Retirement Plan in the asset neighbourhood

Bernardi Auto Group Retirement PlanBernardi Auto Group Retireme…$26MCaruso Management Company 401(k) Retirement Savings Plan and TrustCaruso Management Company 40…$26MAi Fire, LLC 401(k) Plan$26MFontainebleau Florida Hotel 401(k) PlanFontainebleau Florida Hotel …$26MMcgehee Bank Employee Stock Ownership PlanMcgehee Bank Employee Stock …$26M
End-of-year total assets ($M) among Bernardi Auto Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN042901650
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carney Management Company, Inc.)

Sponsor-wide plan assets over time

All Carney Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 16.766983120069376% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23.1M $27M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 333 $23M
2023 1 348 $26M
2024 1 379 $27M

Nearby 401(k) Plans in Massachusetts

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

Bernardi Auto Group Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bernardi Auto Group Retirement Plan, Total assets ($B): 0.025558964 · Participants: 348Bernardi Auto Group Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Bernardi Auto Group Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bernardi Auto Group Retirement Plan side-by-side with 3 peers →

Bernardi Auto Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Caruso Management Company 401(k) Retirement Savings Plan and Trust in CA ($26M); by covered participants it is Cabinet Specialists 401(k) Plan in TX (348 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (348 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 Bernardi Auto Group Retirement Plan assets move in 2023? ▼
Bernardi Auto Group Retirement Plan grew at a solid clip - up 10.7% during 2023, from $23M to $26M. Reported net income was $2M.
How have Carney Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carney Management Company, Inc.'s sponsor-wide assets grew 16.8%, from $23M to $27M.
Where does Bernardi Auto Group Retirement Plan rank by assets among Form 5500 filers? ▼
Bernardi Auto Group Retirement Plan ranks in the 77th 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 Bernardi Auto Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caruso Management Company 401(k) Retirement Savings Plan and Trust in CA ($26M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Bernardi Auto Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cabinet Specialists 401(k) Plan in TX (348 participants, $3M 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 042901650.

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.