401(k) · DOL Form 5500 · 2023

Bpn, LLP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
139
Participants Small participant base
65th
Percentile by assets National rank
$98,911
Avg per participant Below avg balance/head
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Official DOL plan name: Bpn, LLP Retirement Plan · Sponsored by Bpn, LLP · New York · Professional & Technical Services

$14M in assets, 139 participants

Bpn, LLP's Bpn, LLP Retirement Plan reported $14M in total assets and 139 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.

  • #13,140 in Professional & Technical Services (20,321 peers)

Coverage in New York

Bpn, LLP Retirement Plan covers 139 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $14M.

#13,140
in Professional & Technical Services (20,321 peers)
+45.1%
assets growth YoY

Bpn, LLP Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bpn, LLP Retirement Plan vs every filed plan by assets

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

$13,748,662 Top 35% higher than 65% 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

Bpn, LLP Retirement 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. Bpn, LLP Retirement Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bpn, LLP Retirement Plan reported net income rose from -$210K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bpn, LLP Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Bpn, LLP Retirement Plan reported participants rose from 129 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472367027 · Bpn, LLP PY 2023 · 401(k)

Bpn, LLP Retirement Plan · $14M · 139 · 65th

  • EIN $14M
  • RANK 139
  • PHOTO 65th
  • IND 401(k)
  • EOY near Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan
  • 5500 ind #13140

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 →

Bpn, LLP Retirement Plan in the asset neighbourhood

Bpn, LLP Retirement Plan$14MSorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) PlanSorenson & Sorenson, M.D.'s,…$14MAvadek, Inc. 401(k) Retirement Savings PlanAvadek, Inc. 401(k) Retireme…$14MGnbank, National Association 401(k) PlanGnbank, National Association…$14MTheoris Group, Inc. 401(k) Profit Sharing PlanTheoris Group, Inc. 401(k) P…$14M
End-of-year total assets ($M) among Bpn, LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN472367027
Plan Effective Date2015-03-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Bpn, LLP)

Sponsor-wide plan assets over time

All Bpn, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$15M 61.701414336480696% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.48M $15.3M ▲ +61.6%
Year Plans Participants Total Assets
2022 1 129 $9M
2023 1 139 $14M
2024 1 159 $15M

Nearby 401(k) Plans in New York

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

Bpn, LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bpn, LLP Retirement Plan, Total assets ($B): 0.013748662 · Participants: 139Bpn, LLP Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bpn, LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bpn, LLP Retirement Plan side-by-side with 3 peers →

Bpn, LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan in CA ($14M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Bpn, LLP Retirement Plan assets move in 2023? ▼
Bpn, LLP Retirement Plan surged - up 45.1% during 2023, from $9M to $14M. Reported net income was $4M.
How have Bpn, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bpn, LLP's sponsor-wide assets grew 61.7%, from $9M to $15M.
Which 401(k) plans are similar in size to Bpn, LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan in CA ($14M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Bpn, LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants, N/A 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 472367027.

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.