401(k) · DOL Form 5500 · 2023
Bernier Carr and Associates 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $116,571
- Avg per participant Below avg balance/head
Official DOL plan name: Bernier Carr and Associates 401(k) Plan · Sponsored by Bernier Carr and Associates · New York · Professional & Technical Services
$10M in assets, 89 participants
Bernier Carr and Associates's Bernier Carr and Associates 401(k) Plan reported $10M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,815 in Professional & Technical Services (20,321 peers)
Bernier Carr and Associates multi-year trail
Bernier Carr and Associates's plans moved +21.9% in assets from 2022 to 2024; this filing shows Bernier Carr and Associates 401(k) Plan at $10M / 89 participants.
- #11,815
- in Professional & Technical Services (20,321 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bernier Carr and Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Bernier Carr and Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,374,809 Top 41% higher than 59% 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
Bernier Carr and Associates 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernier Carr and Associates 401(k) Plan is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bernier Carr and Associates 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$82K in the plan year 2023 filing.
- Bernier Carr and Associates 401(k) Plan reported participants fell from 104 in the plan year 2022 filing to 89 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 161337922 · Bernier Carr and Associates PY 2023 · 401(k)
Bernier Carr and Associates 401(k) Plan · $10M · 89 · 59th
- PCT $10M
- EIN 89
- RANK 59th
- PHOTO 401(k)
- IND near Bsr 401(k) Plan
- EOY ind #11815
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 New York →
Bernier Carr and Associates 401(k) Plan in the asset neighbourhood
Bernier Carr and Associates multi-year asset trail
Sponsor-wide plan assets over time
All Bernier Carr and Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 21.90385815541525% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $10M |
| 2023 | 1 | 89 | $10M |
| 2024 | 1 | 111 | $13M |
Bernier Carr and Associates filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$82K |
| Employer EIN | 161337922 |
| Plan Effective Date | 1988-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Bernier Carr and Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Bsr 401(k) Plan in CA ($10M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Bsr 401(k) Plan (CA) $10M · 106
- Fitzgerald and Halliday Inc. 401(k) Plan (CT) $10M · 61
- Craneworks, Inc. 401(k) Plan (AL) $10M · 206
- Kwik Lok Corporation 401(k) Profit Sharing Plan and Trust (WA) $10M · 163
Similar participant headcount
Nearest other-state filings by covered participants (89 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.