401(k) · DOL Form 5500 · 2023

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
213
Participants Below avg headcount
79th
Percentile by assets National rank
$137,109
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan · Sponsored by Bernstein Litowitz Berger & Grossmann LLP · New York · Professional & Technical Services

$29M in assets, 213 participants

Bernstein Litowitz Berger & Grossmann LLP's Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan reported $29M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,108 in Professional & Technical Services (20,321 peers)

Coverage in New York

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan covers 213 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $29M.

#16,108
in Professional & Technical Services (20,321 peers)
+21.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan's outsized position by total assets

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan vs every filed plan by assets

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

$29,204,128 Top 21% higher than 79% 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

Bernstein Litowitz Berger & Grossmann LLP 401(k) 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. Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan reported participants rose from 181 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133165559 · Bernstein Litowitz Berger & Grossmann LLP PY 2023 · 401(k)

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan · $29M · 213 · 79th

  • EIN $29M
  • RANK 213
  • PHOTO 79th
  • IND 401(k)
  • EOY near Playfly, LLC 401(k) Plan
  • 5500 ind #16108

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 New York →

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan in the asset neighbourhood

Ffkr Architects/Planners II 401(k) Profit Sharing PlanFfkr Architects/Planners II …$29MRema Tip Top / North America, Inc. Retirement PlanRema Tip Top / North America…$29MBernstein Litowitz Berger & Grossmann LLP 401(k) PlanBernstein Litowitz Berger & …$29MPlayfly, LLC 401(k) Plan$29MIconex 401(k) Plan$29M
End-of-year total assets ($M) among Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN133165559
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernstein Litowitz Berger & Grossmann LLP)

Sponsor-wide plan assets over time

All Bernstein Litowitz Berger & Grossmann LLP plans reported in each filing year

Latest sponsor-wide plan assets
$48M 36.77184459801091% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.1M $48.1M ▲ +36.8%
Year Plans Participants Total Assets
2022 2 274 $35M
2023 2 314 $41M
2024 2 392 $48M

Nearby 401(k) Plans in New York

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

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan, Total assets ($B): 0.029204128 · Participants: 213Bernstein Litowitz Berger & Grossmann LLP 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan side-by-side with 3 peers →

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Playfly, LLC 401(k) Plan in PA ($29M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan assets move in 2023? ▼
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan grew sharply - up 21.3% during 2023, from $24M to $29M. Reported net income was $5M.
How have Bernstein Litowitz Berger & Grossmann LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernstein Litowitz Berger & Grossmann LLP's sponsor-wide assets grew 36.8%, from $35M to $48M.
Where does Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan ranks in the 79th 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 Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Playfly, LLC 401(k) Plan in PA ($29M, 461 participants).
Which 401(k) plans cover a similar participant headcount to Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 133165559.

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.