401(k) · DOL Form 5500 · 2024

Dworken and Bernstein Co., Lpa 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
49
Participants Small participant base
71st
Percentile by assets National rank
$433,669
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan · Sponsored by Dworken and Bernstein Co., Lpa · Ohio · Professional & Technical Services

$21M in assets, 49 participants

Dworken and Bernstein Co., Lpa's Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan reported $21M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,281 in Professional & Technical Services (20,173 peers)

2024 asset change

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan grew at a solid clip 13.8% in 2024 ($19M → $21M) for 49 participants.

#14,281
in Professional & Technical Services (20,173 peers)
+13.8%
assets growth YoY

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan's outsized position by total assets

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,249,792 Top 29% higher than 71% 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

Dworken and Bernstein Co., Lpa 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. Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan reported participants fell from 51 in the plan year 2023 filing to 49 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 341082604 · Dworken and Bernstein Co., Lpa PY 2024 · 401(k)

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan · $21M · 49 · 71st

  • PART $21M
  • TYPE 49
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Unison Pooled Employer Plan
  • BOY ind #14281

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 Ohio →

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan in the asset neighbourhood

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing PlanDworken and Bernstein Co., L…$21MUnison Pooled Employer Plan$21MCertain Affinity 401(k) Plan$21MWrike, Inc. 401(k) Retirement PlanWrike, Inc. 401(k) Retiremen…$21MHrbc 401(k) Plan for Ufcw CollectiveHrbc 401(k) Plan for Ufcw Co…$21M
End-of-year total assets ($M) among Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dworken and Bernstein Co., Lpa years around the 2024 move

Sponsor-wide plan assets over time

All Dworken and Bernstein Co., Lpa plans reported in each filing year

Latest sponsor-wide plan assets
$21M 2.818701413734198% vs 2022
2024 filing year
$18M$19M$20M$21M$22M$23M 202220232024 $21.9M $21.3M ▼ -2.8%
Year Plans Participants Total Assets
2022 1 55 $22M
2023 1 51 $19M
2024 1 49 $21M

2024 asset-move particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN341082604
Plan Effective Date1972-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan, Total assets ($B): 0.021249792 · Participants: 49Dworken and Bernstein Co., Lpa 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan side-by-side with 3 peers →

Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Unison Pooled Employer Plan in OR ($21M); by covered participants it is The Bazooka 401(k) Savings and Investment Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan assets move in 2024? ▼
Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan grew at a solid clip - up 13.8% during 2024, from $19M to $21M. Reported net income was $3M.
How have Dworken and Bernstein Co., Lpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dworken and Bernstein Co., Lpa's sponsor-wide assets declined 2.8%, from $22M to $21M.
Which 401(k) plans are similar in size to Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unison Pooled Employer Plan in OR ($21M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bazooka 401(k) Savings and Investment Plan in NY (49 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 341082604.

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.