401(k) · DOL Form 5500 · 2023
Parker Poe Adams & Bernstein LLP 401(k) Plan
Data updated 2026-08-25
- $187M
- Total assets Near avg plan size
- 465
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $401,623
- Avg per participant High balance/head
Official DOL plan name: The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan · Sponsored by Parker Poe Adams & Bernstein LLP · North Carolina · Professional & Technical Services
$187M in assets, 465 participants
Parker Poe Adams & Bernstein LLP's The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan reported $187M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,440 in Professional & Technical Services (20,321 peers)
Where The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan sits by assets
The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $187M for 465 participants (~$401,623/participant), up 18.0% in 2023.
- #19,440
- in Professional & Technical Services (20,321 peers)
- +18.0%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan's outsized position by total assets
The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$186,754,580 Top 6% higher than 94% 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
The Parker Poe Adams & Bernstein LLP 401(k) 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. The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (465 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan reported net income rose from -$34M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan end-of-year assets rose from $158M in the plan year 2022 filing to $187M in the plan year 2023 filing.
- The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan reported participants rose from 418 in the plan year 2022 filing to 465 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 560928467 · Parker Poe Adams & Bernstein LLP PY 2023 · 401(k)
The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan · $187M · 465 · 94th
- ASSETS $187M
- PCT 465
- EIN 94th
- RANK 401(k)
- PHOTO near Woolpert 401(k) Plan
- IND ind #19440
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 North Carolina →
The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $187M |
| Net Income | $29M |
| Employer EIN | 560928467 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Parker Poe Adams & Bernstein LLP)
Sponsor-wide plan assets over time
All Parker Poe Adams & Bernstein LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $207M 30.558531806892486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $158M |
| 2023 | 1 | 465 | $187M |
| 2024 | 1 | 466 | $207M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Woolpert 401(k) Plan in OH ($187M); by covered participants it is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($187M here).
- Woolpert 401(k) Plan (OH) $187M · 1,394
- Badger Meter Employee Savings and Stock Ownership Plan (WI) $187M · 800
- Subcom, LLC (NJ) $187M · 1,280
- Dragados USA, Inc. 401(k) Plan (NY) $187M · 1,647
Similar participant headcount
Nearest other-state filings by covered participants (465 participants); asset peers above are excluded.
- Iteris, Inc 401(k) and Stock Ownership Plan (CA) 465 · 0 off
- Earth Resources Technology, Inc. 401(k) Plan (MD) 465 · 0 off
- Cbl & Associates Management, Inc. 401(k) Profit Sharing Plan (TN) 465 · 0 off
- Ovative Group 401(k) Plan (MN) 465 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.