401(k) · DOL Form 5500 · 2023

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
230
Participants Below avg headcount
93rd
Percentile by assets National rank
$541,650
Avg per participant High balance/head
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Official DOL plan name: Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan · Sponsored by Bernstein Shur Sawyer & Nelson P.a. · Maine · Professional & Technical Services

$125M in assets, 230 participants

Bernstein Shur Sawyer & Nelson P.a.'s Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan reported $125M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,064 in Professional & Technical Services (20,321 peers)

Coverage in Maine

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan covers 230 participants in Maine, about 49% of the average Maine filer (state average ~472 per filing). Assets: $125M.

#19,064
in Professional & Technical Services (20,321 peers)
+16.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan's outsized position by total assets

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan vs every filed plan by assets

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

$124,579,437 Top 7% higher than 93% 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 Shur Sawyer & Nelson P.a. 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 Shur Sawyer & Nelson P.a. 401(k) Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan end-of-year assets rose from $107M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan reported participants rose from 226 in the plan year 2022 filing to 230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010378211 · Bernstein Shur Sawyer & Nelson P.a. PY 2023 · 401(k)

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan · $125M · 230 · 93rd

  • NET $125M
  • BOOK 230
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near Radiology Imaging Associates P.C. Profit Sharing Plan
  • EBSA ind #19064

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 Maine →

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan in the asset neighbourhood

Cefcu Deferred Compensation Plan and TrustCefcu Deferred Compensation …$125MStearns Weaver Miller Weissler Alhadeff & Sitterson, P.a. 401(k) PlanStearns Weaver Miller Weissl…$125MRadiology Imaging Associates P.C. Profit Sharing PlanRadiology Imaging Associates…$125MBernstein Shur Sawyer & Nelson P.a. 401(k) PlanBernstein Shur Sawyer & Nels…$125MEastman Credit Union 401(k) Investment PlanEastman Credit Union 401(k) …$125M
End-of-year total assets ($M) among Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$125M
Net Income$18M
Employer EIN010378211
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernstein Shur Sawyer & Nelson P.a.)

Sponsor-wide plan assets over time

All Bernstein Shur Sawyer & Nelson P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 27.529492507404846% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $107M $137M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 226 $107M
2023 1 230 $125M
2024 1 214 $137M

Nearby 401(k) Plans in Maine

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

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan, Total assets ($B): 0.124579437 · Participants: 230Bernstein Shur Sawyer & Nelson P.a. 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan side-by-side with 3 peers →

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Radiology Imaging Associates P.C. Profit Sharing Plan in CO ($125M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Shur Sawyer & Nelson P.a. 401(k) Plan assets move in 2023? ▼
Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan grew sharply - up 16.3% during 2023, from $107M to $125M. Reported net income was $18M.
How have Bernstein Shur Sawyer & Nelson P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernstein Shur Sawyer & Nelson P.a.'s sponsor-wide assets grew 27.5%, from $107M to $137M.
Where does Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radiology Imaging Associates P.C. Profit Sharing Plan in CO ($125M, 453 participants).
Which 401(k) plans cover a similar participant headcount to Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 participants, $7M 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 010378211.

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.