Profit Sharing · DOL Form 5500 · 2023
Bernhard Farms Inc Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 8
- Participants
- 67th
- Percentile by assets
- $1.8M
- Avg per participant
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.
- 67th percentile by assets (of 127,072 plans)
- #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.
- $15M
- total plan assets (2023 EOY)
- 8
- covered participants
- 67th
- percentile by assets (of 127,072 plans)
- $1.8M
- avg assets per participant
Where Bernhard Farms Inc Profit Sharing Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Bernhard Farms Inc across 3 plan years on file
Across the 3 plan years Bernhard Farms Inc has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $19M, a gain of 49.9%, while reported participants moved from 8 to 8 (+0.0%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($12M).
Bernhard Farms Inc multi-year asset trail
| 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 EIN | 362936961 |
| Plan Effective Date | 1985-01-31 |
| Filing Status | FILING 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
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Bernhard Farms Inc Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Bernhard Farms Inc Profit Sharing Plan
Multi-year trail
Ways to act on Bernhard Farms Inc Profit Sharing Plan's numbers.
- By total assets, Bernhard Farms Inc Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Bernhard Farms Inc's sponsor-wide assets have grown 49.9% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans