401(k)
2023 plan-year 401(k) DOL Form 5500

Bfkn Personal Retirement Plan a

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Barack Ferrazzano Kirschbaum & Nagelberg LLP · Illinois · Professional & Technical Services

What the 2023 filing shows

Bfkn Personal Retirement Plan a holds $95M for 114 participants — about $831,543 per participant, up 24.0% over the 2023 plan year.

$95M
total plan assets (2023 EOY)
114
covered participants
$831,543
avg assets per participant
+24.0%
assets growth YoY
Total Assets (2023)
$95M
Participants
114
State
Industry
Professional & Technical Services

What the Filing Says About Bfkn Personal Retirement Plan a

Bfkn Personal Retirement Plan a is a 401(k) retirement plan sponsored by Barack Ferrazzano Kirschbaum & Nagelberg LLP, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $95M in total end-of-year assets and covers 114 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 363330098, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $76M at the beginning of 2023 to $95M at year-end — a gain of 24.0%. Net assets (after liabilities) closed the year at $95M, with reported net income of $20M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$76M
Total Assets (End of Year)$95M
Net Assets (End of Year)$95M
Net Income$20M
Plan Type401(k)
Employer EIN363330098
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barack Ferrazzano Kirschbaum & Nagelberg LLP)

Year Plans Participants Total Assets
2022 2 175 $76M
2023 2 182 $95M
2024 2 185 $113M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Bfkn Personal Retirement Plan a?
As of the 2023 Form 5500 filing, Bfkn Personal Retirement Plan a holds $95M in total assets with 114 participants. It is sponsored by Barack Ferrazzano Kirschbaum & Nagelberg LLP.
What type of plan is Bfkn Personal Retirement Plan a?
Bfkn Personal Retirement Plan a is a 401(k) plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 363330098.
Who sponsors the Bfkn Personal Retirement Plan a?
Bfkn Personal Retirement Plan a is sponsored by Barack Ferrazzano Kirschbaum & Nagelberg LLP, located in Illinois. The sponsor's EIN is 363330098 and the plan operates in the Professional & Technical Services industry.
How did Bfkn Personal Retirement Plan a perform in 2023?
Bfkn Personal Retirement Plan a grew by 24.0% during 2023, moving from $76M to $95M in total assets. Net income was $20M.
Where can I find official filings for Bfkn Personal Retirement Plan a?
Official Form 5500 filings for Bfkn Personal Retirement Plan a are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 363330098 or plan name at efast.dol.gov.
How does Bfkn Personal Retirement Plan a compare to other plans?
You can compare Bfkn Personal Retirement Plan a against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 363330098.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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