401(k) · DOL Form 5500 · 2023

Bernstein Management Corporation 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
205
Participants Below avg headcount
81st
Percentile by assets National rank
$164,518
Avg per participant Above avg balance/head
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Official DOL plan name: Bernstein Management Corporation Employee 401(k) Plan · Sponsored by Bernstein Management Corporation · District of Columbia · Real Estate

$34M in assets, 205 participants

Bernstein Management Corporation's Bernstein Management Corporation Employee 401(k) Plan reported $34M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,338 in Real Estate (4,727 peers)

Coverage in District of Columbia

Bernstein Management Corporation Employee 401(k) Plan covers 205 participants in District of Columbia, about 14% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $34M.

#4,338
in Real Estate (4,727 peers)
+18.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bernstein Management Corporation Employee 401(k) Plan's outsized position by total assets

Bernstein Management Corporation Employee 401(k) Plan vs every filed plan by assets

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

$33,726,170 Top 19% higher than 81% 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

Bernstein Management Corporation Employee 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. Bernstein Management Corporation Employee 401(k) Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernstein Management Corporation Employee 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bernstein Management Corporation Employee 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Bernstein Management Corporation Employee 401(k) Plan reported participants rose from 194 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521851812 · Bernstein Management Corporation PY 2023 · 401(k)

Bernstein Management Corporation Employee 401(k) Plan · $34M · 205 · 81st

  • BOOK $34M
  • VS-ST 205
  • BOY 81st
  • SCH 401(k)
  • EBSA near Dga 401(k) Profit Sharing Plan
  • PART ind #4338

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 Real Estate retirement plans → · Plans in District of Columbia →

Bernstein Management Corporation Employee 401(k) Plan in the asset neighbourhood

Bernstein Management Corporation Employee 401(k) PlanBernstein Management Corpora…$34MDga 401(k) Profit Sharing PlanDga 401(k) Profit Sharing Pl…$34MBeam Therapeutics, Inc. 401(k) Retirement PlanBeam Therapeutics, Inc. 401(…$34MAdvantagecare Physicians, P.C. Union 401(k) PlanAdvantagecare Physicians, P.…$34MHandi-Foil Corporation 401(k) PlanHandi-Foil Corporation 401(k…$34M
End-of-year total assets ($M) among Bernstein Management Corporation Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN521851812
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernstein Management Corporation)

Sponsor-wide plan assets over time

All Bernstein Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$38M 32.60748084722848% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.6M $37.9M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 194 $29M
2023 1 205 $34M
2024 1 205 $38M

Nearby 401(k) Plans in District of Columbia

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

Bernstein Management Corporation Employee 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Bernstein Management Corporation Employee 401(k) Plan, Total assets ($B): 0.03372617 · Participants: 205Bernstein Management Corporation Employee 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Bernstein Management Corporation Employee 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Bernstein Management Corporation Employee 401(k) Plan side-by-side with 3 peers →

Bernstein Management Corporation Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Dga 401(k) Profit Sharing Plan in CA ($34M); by covered participants it is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Bernstein Management Corporation Employee 401(k) Plan assets move in 2023? ▼
Bernstein Management Corporation Employee 401(k) Plan grew sharply - up 18.0% during 2023, from $29M to $34M. Reported net income was $5M.
How have Bernstein Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernstein Management Corporation's sponsor-wide assets grew 32.6%, from $29M to $38M.
Where does Bernstein Management Corporation Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Bernstein Management Corporation Employee 401(k) Plan ranks in the 81st 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 Bernstein Management Corporation Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dga 401(k) Profit Sharing Plan in CA ($34M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Bernstein Management Corporation Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants, $1M 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 521851812.

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.