401(k) · DOL Form 5500 · 2024

Bernard P. Donegan, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
23
Participants Small participant base
41st
Percentile by assets National rank
$201,334
Avg per participant Above avg balance/head
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Official DOL plan name: Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan · Sponsored by Bernard P. Donegan, Inc. · New York · Finance & Insurance

$5M in assets, 23 participants

Bernard P. Donegan, Inc.'s Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan reported $5M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,322 in Finance & Insurance (8,549 peers)

Bernard P. Donegan, Inc. multi-year trail

Bernard P. Donegan, Inc.'s plans moved -30.2% in assets from 2022 to 2024; this filing shows Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan at $5M / 23 participants.

#2,322
in Finance & Insurance (8,549 peers)
+22.7%
assets growth YoY

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,630,687 41st percentile higher than 41% 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

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2023 filing to $857K in the plan year 2024 filing.
  • Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan reported participants fell from 27 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161013769 · Bernard P. Donegan, Inc. PY 2024 · 401(k)

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan · $5M · 23 · 41st

  • TYPE $5M
  • NET 23
  • BOOK 41st
  • VS-ST 401(k)
  • BOY near Luminalt 401(k) Plan & Trust
  • SCH ind #2322

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 Finance & Insurance retirement plans → · Plans in New York →

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing PlanBernard P. Donegan, Inc. Emp…$5MLuminalt 401(k) Plan & Trust$5MThurmond Eye Associates 401(k) Retirement PlanThurmond Eye Associates 401(…$5MSecurity Bank of Southwest Missouri 401 (K) Profit Sharing PlanSecurity Bank of Southwest M…$5MAkshaya Inc 401(k) Plan$5M
End-of-year total assets ($M) among Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bernard P. Donegan, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bernard P. Donegan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 30.151315358789475% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $6.63M $4.63M ▼ -30.2%
Year Plans Participants Total Assets
2022 1 23 $7M
2023 1 27 $4M
2024 1 23 $5M

Bernard P. Donegan, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$857K
Employer EIN161013769
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.004630687 · Participants: 23Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Luminalt 401(k) Plan & Trust in CA ($5M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan assets move in 2024? ▼
Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan grew sharply - up 22.7% during 2024, from $4M to $5M. Reported net income was $857K.
How have Bernard P. Donegan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard P. Donegan, Inc.'s sponsor-wide assets declined 30.2%, from $7M to $5M.
Which 401(k) plans are similar in size to Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luminalt 401(k) Plan & Trust in CA ($5M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 161013769.

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.