401(k) · DOL Form 5500 · 2024

Bernards Bros. Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
399
Participants Below avg headcount
86th
Percentile by assets National rank
$146,744
Avg per participant Above avg balance/head
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Official DOL plan name: Bernards Bros. Inc. 401(k) Profit Sharing Plan · Sponsored by Bernards Bros. Inc. · California · Construction

$59M in assets, 399 participants

Bernards Bros. Inc.'s Bernards Bros. Inc. 401(k) Profit Sharing Plan reported $59M in total assets and 399 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,588 in Construction (9,039 peers)

Where Bernards Bros. Inc. 401(k) Profit Sharing Plan sits by assets

Bernards Bros. Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $59M for 399 participants (~$146,744/participant), up 10.9% in 2024.

#7,588
in Construction (9,039 peers)
+10.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bernards Bros. Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Bernards Bros. Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$58,551,042 Top 14% higher than 86% 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

Bernards Bros. Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernards Bros. Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (399 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernards Bros. Inc. 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Bernards Bros. Inc. 401(k) Profit Sharing Plan reported participants rose from 338 in the plan year 2023 filing to 399 in the plan year 2024 filing.
  • Bernards Bros. Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $53M in the plan year 2023 filing to $59M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952920045 · Bernards Bros. Inc. PY 2024 · 401(k)

Bernards Bros. Inc. 401(k) Profit Sharing Plan · $59M · 399 · 86th

  • EOY $59M
  • 5500 399
  • ASSETS 86th
  • PCT 401(k)
  • EIN near Gourmet Foods International 401(k) Profit Sharing Plan
  • RANK ind #7588

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 Construction retirement plans → · Plans in California →

Bernards Bros. Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bernards Bros. Inc. 401(k) Profit Sharing PlanBernards Bros. Inc. 401(k) P…$59MGourmet Foods International 401(k) Profit Sharing PlanGourmet Foods International …$59MUniversity Physicians of Brooklyn, Inc. Incentive Savings TrustUniversity Physicians of Bro…$59MWeltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & TrustWeltman, Weinberg & Reis Co.…$59MRuder Ware, L.L.S.C. 401(k) Profit Sharing PlanRuder Ware, L.L.S.C. 401(k) …$59M
End-of-year total assets ($M) among Bernards Bros. Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$59M
Net Income$6M
Employer EIN952920045
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernards Bros. Inc.)

Sponsor-wide plan assets over time

All Bernards Bros. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 31.337020723738224% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.6M $58.6M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 317 $45M
2023 1 338 $53M
2024 1 399 $59M

Nearby 401(k) Plans in California

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

Bernards Bros. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bernards Bros. Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.058551042 · Participants: 399Bernards Bros. Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bernards Bros. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bernards Bros. Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bernards Bros. Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gourmet Foods International 401(k) Profit Sharing Plan in GA ($59M); by covered participants it is Nysut Staff 401(k) Plan in NY (399 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (399 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 Bernards Bros. Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Bernards Bros. Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.9% during 2024, from $53M to $59M. Reported net income was $6M.
How have Bernards Bros. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernards Bros. Inc.'s sponsor-wide assets grew 31.3%, from $45M to $59M.
Where does Bernards Bros. Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bernards Bros. Inc. 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bernards Bros. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gourmet Foods International 401(k) Profit Sharing Plan in GA ($59M, 1,148 participants).
Which 401(k) plans cover a similar participant headcount to Bernards Bros. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nysut Staff 401(k) Plan in NY (399 participants, $258M 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 952920045.

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.