401(k) · DOL Form 5500 · 2023
Bermello, Ajamil & Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 135
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $99,211
- Avg per participant Below avg balance/head
Official DOL plan name: Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan · Sponsored by Bermello, Ajamil & Partners, Inc. · Florida · Professional & Technical Services
$13M in assets, 135 participants
Bermello, Ajamil & Partners, Inc.'s Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan reported $13M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #13,029 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan covers 135 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $13M.
- #13,029
- in Professional & Technical Services (20,321 peers)
- +22.5%
- assets growth YoY
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,393,524 Top 35% higher than 65% 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
Bermello, Ajamil & Partners, Inc. Employees Savings Investment 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. Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan sits mid-pack in the medium band (135 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan reported participants rose from 105 in the plan year 2022 filing to 135 in the plan year 2023 filing.
- Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
DOL schedule card
Filing strip 591722486 · Bermello, Ajamil & Partners, Inc. PY 2023 · 401(k)
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan · $13M · 135 · 65th
- NET $13M
- BOOK 135
- VS-ST 65th
- BOY 401(k)
- SCH near Lion Nathan USA, Inc. 401(k) Retirement Plan
- EBSA ind #13029
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 Florida →
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 591722486 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bermello, Ajamil & Partners, Inc.)
Sponsor-wide plan assets over time
All Bermello, Ajamil & Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55K 99.49759205714876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $11M |
| 2023 | 1 | 135 | $13M |
| 2024 | 1 | 150 | $55K |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Lion Nathan USA, Inc. 401(k) Retirement Plan in KS ($13M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Lion Nathan USA, Inc. 401(k) Retirement Plan (KS) $13M · 202
- Alcova Mortgage 401(k) Plan (VA) $13M · 439
- Tiburcio Vasquez Health Center, Inc. 403(b) Plan (CA) $13M · 358
- Msabc Multiple Employer 401(k) Plan (MS) $13M · 961
Similar participant headcount
Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.
- Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan (NJ) 135 · 0 off
- Auralcare Hearing Centers of America (UT) 135 · 0 off
- Savings Plan for Employees of South Banking Company (GA) 135 · 0 off
- Livingston Enterprises, Inc. 401(k) Plan (NE) 135 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.