Profit Sharing · DOL Form 5500 · 2023

Bernhard Farms Inc Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
8
Participants Small participant base
67th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Bernhard Farms Inc Profit Sharing Plan · Sponsored by Bernhard Farms Inc · Illinois · Agriculture, Forestry & Fishing

$15M in assets, 8 participants

Bernhard Farms Inc's Bernhard Farms Inc Profit Sharing Plan reported $15M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

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

Bernhard Farms Inc multi-year trail

Bernhard Farms Inc's plans moved +49.9% in assets from 2022 to 2024; this filing shows Bernhard Farms Inc Profit Sharing Plan at $15M / 8 participants.

#947
in Agriculture, Forestry & Fishing (1,288 peers)
+17.9%
assets growth YoY

Bernhard Farms Inc Profit Sharing Plan's outsized position by total assets

Bernhard Farms Inc Profit Sharing Plan vs every filed plan by assets

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

$14,662,214 Top 33% higher than 67% 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

Bernhard Farms Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernhard Farms Inc Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernhard Farms Inc Profit Sharing Plan reported net income rose from -$517K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bernhard Farms Inc Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362936961 · Bernhard Farms Inc PY 2023 · Profit Sharing

Bernhard Farms Inc Profit Sharing Plan · $15M · 8 · 67th

  • NET $15M
  • NET 8
  • NET 67th
  • NET Profit Sharing
  • NET near Lloyd Pest Control Company Profit Sharing Plan
  • NET ind #947

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 Illinois →

Bernhard Farms Inc Profit Sharing Plan in the asset neighbourhood

Lloyd Pest Control Company Profit Sharing PlanLloyd Pest Control Company P…$15MBernhard Farms Inc Profit Sharing PlanBernhard Farms Inc Profit Sh…$15MHolyoke Health Center, Inc. 403(b) PlanHolyoke Health Center, Inc. …$15MSuzanna's Kitchen, Inc. 401(k) and Profit Sharing PlanSuzanna's Kitchen, Inc. 401(…$15MNew Hope Community, Inc. Retirement PlanNew Hope Community, Inc. Ret…$15M
End-of-year total assets ($M) among Bernhard Farms Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bernhard Farms Inc multi-year asset trail

Sponsor-wide plan assets over time

All Bernhard Farms Inc plans reported in each filing year

Latest sponsor-wide plan assets
$19M 49.916409577229246% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $18.6M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 8 $12M
2023 1 8 $15M
2024 1 8 $19M

Bernhard Farms Inc filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN362936961
Plan Effective Date1985-01-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bernhard Farms Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Bernhard Farms Inc Profit Sharing Plan, Total assets ($B): 0.014662214 · Participants: 8Bernhard Farms Inc Profit Sharing PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Bernhard Farms Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Bernhard Farms Inc Profit Sharing Plan side-by-side with 3 peers →

Bernhard Farms Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Lloyd Pest Control Company Profit Sharing Plan in CA ($15M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Bernhard Farms Inc Profit Sharing Plan assets move in 2023? ▼
Bernhard Farms Inc Profit Sharing Plan grew sharply - up 17.9% during 2023, from $12M to $15M. Reported net income was $2M.
How have Bernhard Farms Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernhard Farms Inc's sponsor-wide assets grew 49.9%, from $12M to $19M.
Which Profit Sharing plans are similar in size to Bernhard Farms Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lloyd Pest Control Company Profit Sharing Plan in CA ($15M, 253 participants).
Which Profit Sharing plans cover a similar participant headcount to Bernhard Farms Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 362936961.

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.