Profit Sharing · DOL Form 5500 · 2024

Bernhard Farms Inc Profit Sharing Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
8
Participants Small participant base
69th
Percentile by assets National rank
$2.3M
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

$19M in assets, 8 participants

Bernhard Farms Inc's Bernhard Farms Inc Profit Sharing Plan reported $19M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #927 in Agriculture, Forestry & Fishing (1,217 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 $19M / 8 participants.

#927
in Agriculture, Forestry & Fishing (1,217 peers)
+27.1%
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 2024 · DOL Form 5500

$18,642,161 Top 31% higher than 69% of 123,620 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 2024

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

Plan-year 2024 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 2023 → plan year 2024

  • Bernhard Farms Inc Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bernhard Farms Inc Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362936961 · Bernhard Farms Inc PY 2024 · Profit Sharing

Bernhard Farms Inc Profit Sharing Plan · $19M · 8 · 69th

  • NET $19M
  • NET 8
  • NET 69th
  • NET Profit Sharing
  • NET near Lewis County Primary Care 403(b) Plan
  • NET ind #927

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

Martin Friedman, C.P.a., P.C. Profit Sharing PlanMartin Friedman, C.P.a., P.C…$19MFerraiuoli LLC Retirement PlanFerraiuoli LLC Retirement Pl…$19MLewis County Primary Care 403(b) PlanLewis County Primary Care 40…$19MBernhard Farms Inc Profit Sharing PlanBernhard Farms Inc Profit Sh…$19MBismarck Mandan Carpenters Local 1091 Tax DeferralBismarck Mandan Carpenters L…$19M
End-of-year total assets ($M) among Bernhard Farms Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
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): 0.018642161 · Participants: 8Bernhard Farms Inc Profit Sharing PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical 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 ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle 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 Lewis County Primary Care 403(b) Plan in KY ($19M); by covered participants it is Success Franchises, Inc. Retirement Plan in OK (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 2024. 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 2024? ▼
Bernhard Farms Inc Profit Sharing Plan grew sharply - up 27.1% during 2024, from $15M to $19M. Reported net income was $4M.
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 Lewis County Primary Care 403(b) Plan in KY ($19M, 429 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 Success Franchises, Inc. Retirement Plan in OK (8 participants, $400K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.