Profit Sharing · DOL Form 5500 · 2023
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $120,139
- Avg per participant Near avg balance/head
Official DOL plan name: Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan · Sponsored by Bernstein Litowitz Berger & Grossmann LLP · New York · Professional & Technical Services
$12M in assets, 101 participants
Bernstein Litowitz Berger & Grossmann LLP's Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan reported $12M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,567 in Professional & Technical Services (20,321 peers)
Coverage in New York
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $12M.
- #12,567
- in Professional & Technical Services (20,321 peers)
- +9.8%
- assets growth YoY
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,133,994 Top 37% higher than 63% 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
Bernstein Litowitz Berger & Grossmann 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. Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan reported participants rose from 93 in the plan year 2022 filing to 101 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 133165559 · Bernstein Litowitz Berger & Grossmann LLP PY 2023 · Profit Sharing
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan · $12M · 101 · 63rd
- TYPE $12M
- NET 101
- BOOK 63rd
- VS-ST Profit Sharing
- BOY near Apalachee Center, Inc. Retirement Plan
- SCH ind #12567
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 Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 133165559 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 274 | $35M |
| 2023 | 2 | 314 | $41M |
| 2024 | 2 | 392 | $48M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Apalachee Center, Inc. Retirement Plan in FL ($12M); by covered participants it is Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan in MA (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan (MA) 101 · 0 off
- Enstor 401(k) Retirement Plan (TX) 101 · 0 off
- Co-Op 401(k) Plan (MT) 101 · 0 off
- Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust (MD) 101 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.