401(k) · DOL Form 5500 · 2023
Bernard Robinson & Company, LLP 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 177
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $188,059
- Avg per participant Above avg balance/head
Official DOL plan name: Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan · Sponsored by Bernard Robinson & Company, LLP · North Carolina · Professional & Technical Services
$33M in assets, 177 participants
Bernard Robinson & Company, LLP's Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan reported $33M in total assets and 177 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.
- #16,501 in Professional & Technical Services (20,321 peers)
Coverage in North Carolina
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan covers 177 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $33M.
- #16,501
- in Professional & Technical Services (20,321 peers)
- +15.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan's outsized position by total assets
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,286,504 Top 19% higher than 81% 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
Bernard Robinson & Company, LLP 401(k) and Profit Sharing 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. Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan reported participants rose from 171 in the plan year 2022 filing to 177 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560571159 · Bernard Robinson & Company, LLP PY 2023 · 401(k)
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan · $33M · 177 · 81st
- SCH $33M
- SCH 177
- SCH 81st
- SCH 401(k)
- SCH near Champions Group 401(k) Plan
- SCH ind #16501
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 North Carolina →
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $4M |
| Employer EIN | 560571159 |
| Plan Effective Date | 1966-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bernard Robinson & Company, LLP)
Sponsor-wide plan assets over time
All Bernard Robinson & Company, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 32.566322804781805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $29M |
| 2023 | 1 | 177 | $33M |
| 2024 | 1 | 187 | $38M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Champions Group 401(k) Plan in CA ($33M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Champions Group 401(k) Plan (CA) $33M · 1,151
- Stark Truss Company, Inc. Employee 401(k) Plan (OH) $33M · 667
- Zrg Partners 401(k) Retirement Plan (NJ) $33M · 340
- Orthopaedic Specialty Group, P. C. 401(k) Pension Plan (CT) $33M · 176
Similar participant headcount
Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.
- Purolite 401(k) Plan (PA) 177 · 0 off
- The Jane Pauley Community Health Center, Inc. 401(k) P/S Plan (IN) 177 · 0 off
- Pillar Construction, Inc. 401(k) Plan (VA) 177 · 0 off
- Richardson Industries, Inc. 401(k) Plan (WI) 177 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.