401(k) · DOL Form 5500 · 2024

Bernabei & Kabat PLLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
37th
Percentile by assets National rank
$515,466
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bernabei & Kabat PLLC Retirement Plan · Sponsored by Bernabei & Kabat PLLC · District of Columbia · Professional & Technical Services

$4M in assets, 7 participants

Bernabei & Kabat PLLC's Bernabei & Kabat PLLC Retirement Plan reported $4M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,759 in Professional & Technical Services (20,173 peers)

Bernabei & Kabat PLLC multi-year trail

Bernabei & Kabat PLLC's plans moved +17.8% in assets from 2022 to 2024; this filing shows Bernabei & Kabat PLLC Retirement Plan at $4M / 7 participants.

#6,759
in Professional & Technical Services (20,173 peers)
+14.6%
assets growth YoY

Bernabei & Kabat PLLC Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bernabei & Kabat PLLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,608,260 37th percentile higher than 37% 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

Bernabei & Kabat PLLC Retirement 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. Bernabei & Kabat PLLC Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernabei & Kabat PLLC Retirement Plan reported net income rose from $86K in the plan year 2023 filing to $460K in the plan year 2024 filing.
  • Bernabei & Kabat PLLC Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bernabei & Kabat PLLC Retirement Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 204343537 · Bernabei & Kabat PLLC PY 2024 · 401(k)

Bernabei & Kabat PLLC Retirement Plan · $4M · 7 · 37th

  • TYPE $4M
  • TYPE 7
  • TYPE 37th
  • TYPE 401(k)
  • TYPE near Hampton Direct, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #6759

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 District of Columbia →

Bernabei & Kabat PLLC Retirement Plan in the asset neighbourhood

Bernabei & Kabat PLLC Retirement PlanBernabei & Kabat PLLC Retire…$4MHampton Direct, Inc. 401(k) Profit Sharing PlanHampton Direct, Inc. 401(k) …$4MThe Aging True Senior Services Retirement PlanThe Aging True Senior Servic…$4MHop and Wine Beverages, LLC 401(k) PlanHop and Wine Beverages, LLC …$4MPhyton Talent Advisors LLC 401(k) Plan & TrustPhyton Talent Advisors LLC 4…$4M
End-of-year total assets ($M) among Bernabei & Kabat PLLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bernabei & Kabat PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Bernabei & Kabat PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.84886449630916% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.06M $3.61M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $3M
2024 1 7 $4M

Bernabei & Kabat PLLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$460K
Employer EIN204343537
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Bernabei & Kabat PLLC Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bernabei & Kabat PLLC Retirement Plan, Total assets ($B): 0.00360826 · Participants: 7Bernabei & Kabat PLLC Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Bernabei & Kabat PLLC Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Bernabei & Kabat PLLC Retirement Plan side-by-side with 3 peers →

Bernabei & Kabat PLLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Hampton Direct, Inc. 401(k) Profit Sharing Plan in WA ($4M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Bernabei & Kabat PLLC Retirement Plan assets move in 2024? ▼
Bernabei & Kabat PLLC Retirement Plan grew at a solid clip - up 14.6% during 2024, from $3M to $4M. Reported net income was $460K.
How have Bernabei & Kabat PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernabei & Kabat PLLC's sponsor-wide assets grew 17.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Bernabei & Kabat PLLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hampton Direct, Inc. 401(k) Profit Sharing Plan in WA ($4M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Bernabei & Kabat PLLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 204343537.

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.