401(k) · DOL Form 5500 · 2023

Bernard Egan & Company 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
212
Participants Below avg headcount
75th
Percentile by assets National rank
$104,854
Avg per participant Below avg balance/head
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Official DOL plan name: Bernard Egan & Company 401(k) Plan · Sponsored by Bernard Egan & Company · Florida · Agriculture, Forestry & Fishing

$22M in assets, 212 participants

Bernard Egan & Company's Bernard Egan & Company 401(k) Plan reported $22M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #1,054 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Florida

Bernard Egan & Company 401(k) Plan covers 212 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $22M.

#1,054
in Agriculture, Forestry & Fishing (1,288 peers)
+12.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Bernard Egan & Company 401(k) Plan's outsized position by total assets

Bernard Egan & Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,229,007 Top 25% higher than 75% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bernard Egan & Company 401(k) 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. Bernard Egan & Company 401(k) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernard Egan & Company 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bernard Egan & Company 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Bernard Egan & Company 401(k) Plan reported participants rose from 209 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221730979 · Bernard Egan & Company PY 2023 · 401(k)

Bernard Egan & Company 401(k) Plan · $22M · 212 · 75th

  • EIN $22M
  • RANK 212
  • PHOTO 75th
  • IND 401(k)
  • EOY near Minnesota Community Care Employees' Investment Savings Plan
  • 5500 ind #1054

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

Bernard Egan & Company 401(k) Plan in the asset neighbourhood

Bernard Egan & Company 401(k) PlanBernard Egan & Company 401(k…$22MMinnesota Community Care Employees' Investment Savings PlanMinnesota Community Care Emp…$22MWilhelmsen Ships Service Pension PlanWilhelmsen Ships Service Pen…$22MStone Industries, Inc. 401(k) Profit-Sharing PlanStone Industries, Inc. 401(k…$22MArrow Gear Incentive Savings PlanArrow Gear Incentive Savings…$22M
End-of-year total assets ($M) among Bernard Egan & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN221730979
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernard Egan & Company)

Sponsor-wide plan assets over time

All Bernard Egan & Company plans reported in each filing year

Latest sponsor-wide plan assets
$24M 20.451097916639753% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.7M $23.8M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 209 $20M
2023 1 212 $22M
2024 1 192 $24M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bernard Egan & Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bernard Egan & Company 401(k) Plan, Total assets ($B): 0.022229007 · Participants: 212Bernard Egan & Company 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Bernard Egan & Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bernard Egan & Company 401(k) Plan side-by-side with 3 peers →

Bernard Egan & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Minnesota Community Care Employees' Investment Savings Plan in MN ($22M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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.

Frequently Asked Questions

How did Bernard Egan & Company 401(k) Plan assets move in 2023? ▼
Bernard Egan & Company 401(k) Plan grew at a solid clip - up 12.6% during 2023, from $20M to $22M. Reported net income was $2M.
How have Bernard Egan & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard Egan & Company's sponsor-wide assets grew 20.5%, from $20M to $24M.
Where does Bernard Egan & Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Bernard Egan & Company 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bernard Egan & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Minnesota Community Care Employees' Investment Savings Plan in MN ($22M, 398 participants).
Which 401(k) plans cover a similar participant headcount to Bernard Egan & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221730979.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.