401(k) · DOL Form 5500 · 2024

Bard Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
6
Participants Small participant base
58th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Bard Financial Services, Inc. · Connecticut · Finance & Insurance

$11M in assets, 6 participants

Bard Financial Services, Inc.'s Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,599 in Finance & Insurance (8,549 peers)

Bard Financial Services, Inc. multi-year trail

Bard Financial Services, Inc.'s plans moved +34.5% in assets from 2022 to 2024; this filing shows Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust at $11M / 6 participants.

#3,599
in Finance & Insurance (8,549 peers)
+13.6%
assets growth YoY

Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,237,864 Top 42% higher than 58% 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

Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061101625 · Bard Financial Services, Inc. PY 2024 · 401(k)

Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust · $11M · 6 · 58th

  • PCT $11M
  • EIN 6
  • RANK 58th
  • PHOTO 401(k)
  • IND near Fry-Wagner Company Employees' Savings Plan
  • EOY ind #3599

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 Connecticut →

Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Bard Financial Services, Inc. 401(k) Profit Sharing Plan and TrustBard Financial Services, Inc…$11MFry-Wagner Company Employees' Savings PlanFry-Wagner Company Employees…$11MSierra Bullets LLC 401(k) Profit Sharing PlanSierra Bullets LLC 401(k) Pr…$11MScarinci & Hollenbeck, LLC 401(k) PlanScarinci & Hollenbeck, LLC 4…$11MMarks & Harrison 401(k) Plan$11M
End-of-year total assets ($M) among Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bard Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bard Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 34.53592684260064% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.35M $11.2M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 5 $8M
2023 1 5 $10M
2024 1 6 $11M

Bard Financial Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN061101625
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011237864 · Participants: 6Bard Financial Services, Inc. 401(k) Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Fry-Wagner Company Employees' Savings Plan in KS ($11M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 13.6% during 2024, from $10M to $11M. Reported net income was $1M.
How have Bard Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bard Financial Services, Inc.'s sponsor-wide assets grew 34.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fry-Wagner Company Employees' Savings Plan in KS ($11M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Bard Financial Services, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 061101625.

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.