401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$125M
Total assets
230
Participants
93rd
Percentile by assets
$541,650
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$125M
total plan assets (2023 EOY)
230
covered participants
93rd
percentile by assets (of 127,072 plans)
$541,650
avg assets per participant

Where Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Maine
Industry
Professional & Technical Services

Participants vs Maine filers

In Maine, the average filing covers about 472 participants across 561 plans. Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan reports 230 participants - about 49% of that state average ($125M EOY assets).

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.)

$100M$110M$120M$130M$140M 202220232024 $107M $137M ▲ +27.5%
Total plan assets by year, all Bernstein Shur Sawyer & Nelson P.a. plans on file
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 ($B) Participants Bernstein Shur Sawye…, Total assets ($B): 0.124579437 · Participants: 230Bernstein Shur Sawye…Td 401(k) Retirement…, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement…Unum Group 401(k) Re…, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Re…Idexx Retirement and…, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and…Hannaford Bros. Co. …, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. …L.L. Bean 401(k) Ret…, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Ret…
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(… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan by total assets, not by location.

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).

Next read for Bernstein Shur Sawyer & Nelson P.a. 401(…

Filing takeaways

Ways to act on Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan's numbers.

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.