401(k) · DOL Form 5500 · 2023
Bernhard, LLC 401(k) Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 1,936
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $59,354
- Avg per participant Low balance/head
Official DOL plan name: Bernhard, LLC 401(k) Plan · Sponsored by Bernhard, LLC · Louisiana · Construction
$115M in assets, 1,936 participants
Bernhard, LLC's Bernhard, LLC 401(k) Plan reported $115M in total assets and 1,936 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,176 in Construction (9,030 peers)
Coverage in Louisiana
Bernhard, LLC 401(k) Plan covers 1,936 participants in Louisiana, 3.9x the typical Louisiana plan (state average ~495 per filing). Assets: $115M.
- #8,176
- in Construction (9,030 peers)
- +25.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Bernhard, LLC 401(k) Plan's outsized position by total assets
Bernhard, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$114,909,332 Top 8% higher than 92% 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
Bernhard, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernhard, LLC 401(k) Plan lands in the large band (1,936 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bernhard, LLC 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Bernhard, LLC 401(k) Plan end-of-year assets rose from $92M in the plan year 2022 filing to $115M in the plan year 2023 filing.
- Bernhard, LLC 401(k) Plan reported participants rose from 1,892 in the plan year 2022 filing to 1,936 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 465737559 · Bernhard, LLC PY 2023 · 401(k)
Bernhard, LLC 401(k) Plan · $115M · 1,936 · 92nd
- 5500 $115M
- 5500 1,936
- 5500 92nd
- 5500 401(k)
- 5500 near Grocery Outlet Inc. Retirement Plan
- 5500 ind #8176
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 Construction retirement plans → · Plans in Louisiana →
Bernhard, LLC 401(k) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $23M |
| Employer EIN | 465737559 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bernhard, LLC)
Sponsor-wide plan assets over time
All Bernhard, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $140M 52.59732267939627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,892 | $92M |
| 2023 | 1 | 1,936 | $115M |
| 2024 | 1 | 1,811 | $140M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Bernhard, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Grocery Outlet Inc. Retirement Plan in CA ($115M); by covered participants it is The Cavender Employee Capital Accumulation Plan in TX (1,936 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Grocery Outlet Inc. Retirement Plan (CA) $115M · 751
- Chartis Group, LLC 401(k) Plan (IL) $115M · 628
- Regus Management Group, LLC 401(k) Savings Plan (TX) $115M · 2,352
- Halo Branded Solutions, Inc. 401(k) Savings Plan (IL) $115M · 2,140
Similar participant headcount
Nearest other-state filings by covered participants (1,936 participants); asset peers above are excluded.
- The Cavender Employee Capital Accumulation Plan (TX) 1,936 · 0 off
- Petiq 401(k) Plan (ID) 1,936 · 0 off
- Thompson Construction Group, Inc. 401(k) Profit Sharing Plan (SC) 1,937 · 1 off
- Day & Zimmermann 401(k) Plan for Contract Employees (PA) 1,937 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.