401(k) · DOL Form 5500 · 2023
The Sam Bernstein Law Firm Pll 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $132,274
- Avg per participant Near avg balance/head
Official DOL plan name: The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust · Sponsored by The Sam Bernstein Law Firm Pll · Michigan · Professional & Technical Services
$15M in assets, 116 participants
The Sam Bernstein Law Firm Pll's The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #13,609 in Professional & Technical Services (20,321 peers)
Coverage in Michigan
The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust covers 116 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $15M.
- #13,609
- in Professional & Technical Services (20,321 peers)
- +24.7%
- assets growth YoY
The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust's outsized position by total assets
The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,343,804 Top 32% higher than 68% 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
The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust 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. The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust reported net income rose from -$883K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust reported participants rose from 106 in the plan year 2022 filing to 116 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 271466737 · The Sam Bernstein Law Firm Pll PY 2023 · 401(k)
The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust · $15M · 116 · 68th
- VS-ST $15M
- VS-ST 116
- VS-ST 68th
- VS-ST 401(k)
- VS-ST near Victoria Air Conditioning, Ltd. 401(k) Profit Sharing Plan and Trust
- VS-ST ind #13609
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 Michigan →
The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 271466737 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Sam Bernstein Law Firm Pll)
Sponsor-wide plan assets over time
All The Sam Bernstein Law Firm Pll plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 58.191615974986135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $12M |
| 2023 | 1 | 116 | $15M |
| 2024 | 1 | 132 | $19M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Victoria Air Conditioning, Ltd. 401(k) Profit Sharing Plan and Trust in TX ($15M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 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.