401(k) · DOL Form 5500 · 2024

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan

Data updated 2026-08-11

$137M
Total assets
214
Participants
92nd
Percentile by assets
$638,103
Avg per participant
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Official DOL plan name: Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan · Sponsored by Bernstein Shur Sawyer & Nelson P.a. · Maine · Professional & Technical Services

$137M in assets, 214 participants

Bernstein Shur Sawyer & Nelson P.a.'s Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan reported $137M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #18,872 in Professional & Technical Services (20,173 peers)

Coverage in Maine

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan covers 214 participants in Maine, about 45% of the average Maine filer (state average ~472 per filing). Assets: $137M.

$137M
total plan assets (2024 EOY)
214
covered participants
92nd
percentile by assets (of 123,622 plans)
$638,103
avg assets per participant

Where Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan sits by total assets

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan vs every filed plan by assets

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

$136,554,140 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan reported net income fell from $18M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan end-of-year assets rose from $125M in the plan year 2023 filing to $137M in the plan year 2024 filing.
  • Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan reported participants fell from 230 in the plan year 2023 filing to 214 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Maine
Industry
Professional & Technical Services

Participants vs Maine filers

In Maine, the average filing covers about 472 participants across 561 plans. Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan reports 214 participants - about 45% of that state average ($137M EOY assets).

Maine filing particulars

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$137M
Net Income$12M
Employer EIN010378211
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernstein Shur Sawyer & Nelson P.a.)

$100M$110M$120M$130M$140M 202220232024 $107M $137M ▲ +27.5%
Total plan assets by year, all Bernstein Shur Sawyer & Nelson P.a. plans on file
Year Plans Participants Total Assets
2022 1 226 $107M
2023 1 230 $125M
2024 1 214 $137M

Nearby 401(k) Plans in Maine

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

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bernstein Shur Sawye…, Total assets ($B): 0.13655414 · Participants: 214Bernstein Shur Sawye…Td 401(k) Retirement…, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement…Unum Group 401(k) Re…, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Re…Idexx Retirement and…, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and…Hannaford Bros. Co. …, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. …Ahold Delhaize USA S…, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA S…
Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Bernstein Shur Sawyer & Nelson P.a. 401(… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan assets move in 2024? ▼
Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan grew at a solid clip - up 9.6% during 2024, from $125M to $137M. Reported net income was $12M.
How have Bernstein Shur Sawyer & Nelson P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernstein Shur Sawyer & Nelson P.a.'s sponsor-wide assets grew 27.5%, from $107M to $137M.
Where does Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tohono O'odham Gaming Enterprise Retirement Savings Plan in AZ ($137M, 2,649 participants).

Next read for Bernstein Shur Sawyer & Nelson P.a. 401(…

Filing takeaways

Ways to act on Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan's numbers.

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 010378211.

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.