401(k) · DOL Form 5500 · 2024

Parker Poe Adams & Bernstein LLP 401(k) Plan

Data updated 2026-08-25

$207M
Total assets Near avg plan size
466
Participants Below avg headcount
94th
Percentile by assets National rank
$443,309
Avg per participant High balance/head
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Official DOL plan name: The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan · Sponsored by Parker Poe Adams & Bernstein LLP · North Carolina · Professional & Technical Services

$207M in assets, 466 participants

Parker Poe Adams & Bernstein LLP's The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan reported $207M in total assets and 466 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,273 in Professional & Technical Services (20,173 peers)

Where The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan sits by assets

The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $207M for 466 participants (~$443,309/participant), up 10.6% in 2024.

#19,273
in Professional & Technical Services (20,173 peers)
+10.6%
assets growth YoY
2.1×
vs typical plan assets (national mean)

The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan's outsized position by total assets

The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$206,582,022 Top 6% higher than 94% 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

The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing 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. The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (466 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan reported net income fell from $29M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan end-of-year assets rose from $187M in the plan year 2023 filing to $207M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560928467 · Parker Poe Adams & Bernstein LLP PY 2024 · 401(k)

The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan · $207M · 466 · 94th

  • BOOK $207M
  • VS-ST 466
  • BOY 94th
  • SCH 401(k)
  • EBSA near American Commercial Barge Line LLC 401(k) Plan
  • PART ind #19273

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 North Carolina →

The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Usic 401(k) Savings Plan$207MHightower 401(k) Plan$207MThe Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing PlanThe Parker Poe Adams & Berns…$207MAmerican Commercial Barge Line LLC 401(k) PlanAmerican Commercial Barge Li…$207MEsse Health Profit Sharing PlanEsse Health Profit Sharing P…$206M
End-of-year total assets ($M) among The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$207M
Net Income$20M
Employer EIN560928467
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Parker Poe Adams & Bernstein LLP)

Sponsor-wide plan assets over time

All Parker Poe Adams & Bernstein LLP plans reported in each filing year

Latest sponsor-wide plan assets
$207M 30.558531806892486% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $158M $207M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 418 $158M
2023 1 465 $187M
2024 1 466 $207M

Nearby 401(k) Plans in North Carolina

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

The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.206582022 · Participants: 466The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is American Commercial Barge Line LLC 401(k) Plan in IN ($207M); by covered participants it is Iroquois Industrial Group LLC 401(k) Profit Sharing Plan & Trust in IL (466 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($207M here).

Similar participant headcount

Nearest other-state filings by covered participants (466 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 The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan grew at a solid clip - up 10.6% during 2024, from $187M to $207M. Reported net income was $20M.
How have Parker Poe Adams & Bernstein LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Parker Poe Adams & Bernstein LLP's sponsor-wide assets grew 30.6%, from $158M to $207M.
Where does The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan ranks in the 94th 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 The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Commercial Barge Line LLC 401(k) Plan in IN ($207M, 1,952 participants).
Which 401(k) plans cover a similar participant headcount to The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iroquois Industrial Group LLC 401(k) Profit Sharing Plan & Trust in IL (466 participants, $8M 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 560928467.

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.