401(k) · DOL Form 5500 · 2024
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 287
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $121,195
- Avg per participant Near avg balance/head
Official DOL plan name: Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan · Sponsored by Bernstein Litowitz Berger & Grossmann LLP · New York · Professional & Technical Services
$35M in assets, 287 participants
Bernstein Litowitz Berger & Grossmann LLP's Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan reported $35M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #16,111 in Professional & Technical Services (20,173 peers)
Coverage in New York
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan covers 287 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $35M.
- #16,111
- in Professional & Technical Services (20,173 peers)
- +19.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan's outsized position by total assets
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,783,080 Top 21% higher than 79% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bernstein Litowitz Berger & Grossmann LLP 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 Litowitz Berger & Grossmann LLP 401(k) Plan sits mid-pack in the medium band (287 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan reported participants rose from 213 in the plan year 2023 filing to 287 in the plan year 2024 filing.
- Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133165559 · Bernstein Litowitz Berger & Grossmann LLP PY 2024 · 401(k)
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan · $35M · 287 · 79th
- EOY $35M
- 5500 287
- ASSETS 79th
- PCT 401(k)
- EIN near Baptist Health Care Corporation Retirement Savings 401(k) Plan
- RANK ind #16111
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 New York →
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $5M |
| Employer EIN | 133165559 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bernstein Litowitz Berger & Grossmann LLP)
Sponsor-wide plan assets over time
All Bernstein Litowitz Berger & Grossmann LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 36.77184459801091% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 274 | $35M |
| 2023 | 2 | 314 | $41M |
| 2024 | 2 | 392 | $48M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Baptist Health Care Corporation Retirement Savings 401(k) Plan in FL ($35M); by covered participants it is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Baptist Health Care Corporation Retirement Savings 401(k) Plan (FL) $35M · 487
- Warehouse Home Furnishings Distributors, Inc. 401(k) Retirement Savings Plan (GA) $35M · 1,607
- Meadville Forging Company Profit Sharing Retirement and Savings (IL) $35M · 137
- Prosearch Strategies, LLC 401(k) Profit Sharing Plan and Trust (CA) $35M · 182
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Capital Excavation Company 401(k) Retirement Savings Plan (TX) 287 · 0 off
- Keany Produce & Gourmet and Related Entities 401(k) Plan (MD) 287 · 0 off
- Belting Company of Cincinnati, Inc. Retirement Savings Plan (OH) 287 · 0 off
- First Savings Bank Employees' Savings & Profit Sharing Plan (IN) 287 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.