401(k) · DOL Form 5500 · 2023
Bernatello's Pizza, Inc. 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 788
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $46,584
- Avg per participant Low balance/head
Official DOL plan name: Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Bernatello's Pizza, Inc. · Minnesota · Manufacturing
$37M in assets, 788 participants
Bernatello's Pizza, Inc.'s Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust reported $37M in total assets and 788 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #13,933 in Manufacturing (18,722 peers)
Where Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust sits by assets
Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $37M for 788 participants (~$46,584/participant), up 30.2% in 2023.
- #13,933
- in Manufacturing (18,722 peers)
- +30.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,708,122 Top 18% higher than 82% 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
Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust 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. Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (788 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $28M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 714 in the plan year 2022 filing to 788 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 411419949 · Bernatello's Pizza, Inc. PY 2023 · 401(k)
Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust · $37M · 788 · 82nd
- 5500 $37M
- 5500 788
- 5500 82nd
- 5500 401(k)
- 5500 near Argenx US Inc. 401(k) Profit Sharing Plan
- 5500 ind #13933
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 Manufacturing retirement plans → · Plans in Minnesota →
Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $9M |
| Employer EIN | 411419949 |
| Plan Effective Date | 1994-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bernatello's Pizza, Inc.)
Sponsor-wide plan assets over time
All Bernatello's Pizza, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 53.7449853875271% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 714 | $28M |
| 2023 | 1 | 788 | $37M |
| 2024 | 1 | 820 | $43M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Argenx US Inc. 401(k) Profit Sharing Plan in MA ($37M); by covered participants it is John Knox Village Retirement Plan in MO (788 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Argenx US Inc. 401(k) Profit Sharing Plan (MA) $37M · 347
- Sunnova Energy Corporation 401(k) Plan & Trust (TX) $37M · 1,089
- Folience 401(k) Savings Plan (IA) $37M · 509
- Retinovitreous Associates Ltd. 401(k) Profit Sharing Plan (PA) $37M · 396
Similar participant headcount
Nearest other-state filings by covered participants (788 participants); asset peers above are excluded.
- John Knox Village Retirement Plan (MO) 788 · 0 off
- Systems Unlimited, Inc. 401(k) Plan (IA) 788 · 0 off
- Excelin Home Health, LLC 401(k) Plan & Trust (TX) 788 · 0 off
- Stratas Foods LLC Retirement Plan (TN) 788 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.