401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$137M
Total assets Near avg plan size
214
Participants Below avg headcount
92nd
Percentile by assets National rank
$638,103
Avg per participant High balance/head
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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.

  • #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.

#18,872
in Professional & Technical Services (20,173 peers)
+9.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan's outsized position 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 $2,050,000,000 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

Bernstein Shur Sawyer & Nelson P.a. 401(k) 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. Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan sits mid-pack in the medium band (214 participants).

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 →

Plan-year Form 5500 strip

Filing strip 010378211 · Bernstein Shur Sawyer & Nelson P.a. PY 2024 · 401(k)

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan · $137M · 214 · 92nd

  • IND $137M
  • IND 214
  • IND 92nd
  • IND 401(k)
  • IND near Tohono O'odham Gaming Enterprise Retirement Savings Plan
  • IND ind #18872

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 Maine →

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan in the asset neighbourhood

The 401(k) Plan of Pe Gastro Management, LLCThe 401(k) Plan of Pe Gastro…$137MBernstein Shur Sawyer & Nelson P.a. 401(k) PlanBernstein Shur Sawyer & Nels…$137MTohono O'odham Gaming Enterprise Retirement Savings PlanTohono O'odham Gaming Enterp…$137MBeveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'Beveridge & Diamond, P.C. 40…$137MCole Schotz P. C. Profit-Sharing and 401(k) PlanCole Schotz P. C. Profit-Sha…$136M
End-of-year total assets ($M) among Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Bernstein Shur Sawyer & Nelson P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 27.529492507404846% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $107M $137M ▲ +27.5%
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 ($B) Participants Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan, Total assets ($B): 0.13655414 · Participants: 214Bernstein Shur Sawyer & Nelson P.a. 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
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(k) Plan side-by-side with 3 peers →

Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Tohono O'odham Gaming Enterprise Retirement Savings Plan in AZ ($137M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 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).
Which 401(k) plans cover a similar participant headcount to Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Health Services, Inc. 401(k) Plan in DC (214 participants, $322K 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 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.