401(k) · DOL Form 5500 · 2023
Berkowitz Pollack Brant Advisors & Cpas, LLP 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 332
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $136,594
- Avg per participant Near avg balance/head
Official DOL plan name: Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan · Sponsored by Berkowitz Pollack Brant Advisors & Cpas, LLP · Florida · Professional & Technical Services
$45M in assets, 332 participants
Berkowitz Pollack Brant Advisors & Cpas, LLP's Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan reported $45M in total assets and 332 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #17,366 in Professional & Technical Services (20,321 peers)
Where Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan sits by assets
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan sits in the top quartile of all filed plans by assets, $45M for 332 participants (~$136,594/participant), up 32.8% in 2023.
- #17,366
- in Professional & Technical Services (20,321 peers)
- +32.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan's outsized position by total assets
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$45,349,197 Top 16% higher than 84% 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
Berkowitz Pollack Brant Advisors & Cpas, LLP 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. Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan sits mid-pack in the medium band (332 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan reported participants rose from 263 in the plan year 2022 filing to 332 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 592742314 · Berkowitz Pollack Brant Advisors & Cpas, LLP PY 2023 · 401(k)
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan · $45M · 332 · 84th
- TYPE $45M
- NET 332
- BOOK 84th
- VS-ST 401(k)
- BOY near Cathay Pacific Airways Limited Salary Savings Plan
- SCH ind #17366
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 Florida →
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $11M |
| Employer EIN | 592742314 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkowitz Pollack Brant Advisors & Cpas, LLP)
Sponsor-wide plan assets over time
All Berkowitz Pollack Brant Advisors & Cpas, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 66.74723873292487% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 263 | $34M |
| 2023 | 1 | 332 | $45M |
| 2024 | 1 | 353 | $57M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Cathay Pacific Airways Limited Salary Savings Plan in CA ($45M); by covered participants it is Basco Manufacturing Company 401(k) Profit Sharing Plan in OH (332 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- Cathay Pacific Airways Limited Salary Savings Plan (CA) $45M · 172
- Harbor Group Management Co. 401(k) Plan (VA) $45M · 1,323
- People Against Dirty 401(k) Plan (CA) $45M · 375
- 48forty Solutions 401(k) Plan (TX) $45M · 5,193
Similar participant headcount
Nearest other-state filings by covered participants (332 participants); asset peers above are excluded.
- Basco Manufacturing Company 401(k) Profit Sharing Plan (OH) 332 · 0 off
- Denmar Associates, LLC 401(k) Profit Sharing Plan (PA) 332 · 0 off
- Shakey's USA, Inc. 401(k) Savings Plan (CA) 332 · 0 off
- Wilwood Engineering 401(k) Plan (CA) 332 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.