401(k) · DOL Form 5500 · 2023

Withers Bergman LLP 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
287
Participants Below avg headcount
91st
Percentile by assets National rank
$338,200
Avg per participant High balance/head
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Official DOL plan name: Withers Bergman LLP Section 401(k) Profit Sharing Plan · Sponsored by Withers Bergman LLP · Connecticut · Professional & Technical Services

$97M in assets, 287 participants

Withers Bergman LLP's Withers Bergman LLP Section 401(k) Profit Sharing Plan reported $97M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,750 in Professional & Technical Services (20,321 peers)

Coverage in Connecticut

Withers Bergman LLP Section 401(k) Profit Sharing Plan covers 287 participants in Connecticut, about 40% of the average Connecticut filer (state average ~718 per filing). Assets: $97M.

#18,750
in Professional & Technical Services (20,321 peers)
+11.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Withers Bergman LLP Section 401(k) Profit Sharing Plan's outsized position by total assets

Withers Bergman LLP Section 401(k) Profit Sharing Plan vs every filed plan by assets

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

$97,063,480 Top 9% higher than 91% 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

Withers Bergman LLP Section 401(k) Profit Sharing 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. Withers Bergman LLP Section 401(k) Profit Sharing Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Withers Bergman LLP Section 401(k) Profit Sharing Plan reported net income fell from $12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Withers Bergman LLP Section 401(k) Profit Sharing Plan end-of-year assets rose from $87M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Withers Bergman LLP Section 401(k) Profit Sharing Plan reported participants rose from 267 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061638121 · Withers Bergman LLP PY 2023 · 401(k)

Withers Bergman LLP Section 401(k) Profit Sharing Plan · $97M · 287 · 91st

  • BOOK $97M
  • BOOK 287
  • BOOK 91st
  • BOOK 401(k)
  • BOOK near Maxim Crane Works LP 401(k) Plan
  • BOOK ind #18750

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 Connecticut →

Withers Bergman LLP Section 401(k) Profit Sharing Plan in the asset neighbourhood

Wwex Retirement Plan$97MMaxim Crane Works LP 401(k) PlanMaxim Crane Works LP 401(k) …$97MDayton-Heidelberg/Ohio Valley Wine 401(k) PlanDayton-Heidelberg/Ohio Valle…$97MWithers Bergman LLP Section 401(k) Profit Sharing PlanWithers Bergman LLP Section …$97MMagtek Profit Sharing/401(k) PlanMagtek Profit Sharing/401(k)…$97M
End-of-year total assets ($M) among Withers Bergman LLP Section 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$97M
Net Income$9M
Employer EIN061638121
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Withers Bergman LLP)

Sponsor-wide plan assets over time

All Withers Bergman LLP plans reported in each filing year

Latest sponsor-wide plan assets
$116M 17.350823615188652% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $99.2M $116M ▲ +17.3%
Year Plans Participants Total Assets
2022 2 361 $99M
2023 2 389 $112M
2024 2 360 $116M

Nearby 401(k) Plans in Connecticut

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

Withers Bergman LLP Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Withers Bergman LLP Section 401(k) Profit Sharing Plan, Total assets ($B): 0.09706348 · Participants: 287Withers Bergman LLP Section 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Withers Bergman LLP Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Withers Bergman LLP Section 401(k) Profit Sharing Plan side-by-side with 3 peers →

Withers Bergman LLP Section 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Maxim Crane Works LP 401(k) Plan in PA ($97M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($97M here).

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Withers Bergman LLP Section 401(k) Profit Sharing Plan assets move in 2023? ▼
Withers Bergman LLP Section 401(k) Profit Sharing Plan grew at a solid clip - up 11.2% during 2023, from $87M to $97M. Reported net income was $9M.
How have Withers Bergman LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Withers Bergman LLP's sponsor-wide assets grew 17.4%, from $99M to $116M.
Where does Withers Bergman LLP Section 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Withers Bergman LLP Section 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Withers Bergman LLP Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maxim Crane Works LP 401(k) Plan in PA ($97M, 638 participants).
Which 401(k) plans cover a similar participant headcount to Withers Bergman LLP Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 061638121.

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.