401(k) · DOL Form 5500 · 2024

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan

Data updated 2026-08-11

$35M
Total assets
287
Participants
79th
Percentile by assets
$121,195
Avg per participant
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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.

  • 79th percentile by assets (of 123,622 plans)
  • #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.

$35M
total plan assets (2024 EOY)
287
covered participants
79th
percentile by assets (of 123,622 plans)
$121,195
avg assets per participant

Where Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan sits 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

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 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.

See the national 2023→2024 release diff →

State
New York
Industry
Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan reports 287 participants - about 36% of that state average ($35M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN133165559
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernstein Litowitz Berger & Grossmann LLP)

$30M$35M$40M$45M$50M 202220232024 $35.1M $48.1M ▲ +36.8%
Total plan assets by year, all Bernstein Litowitz Berger & Grossmann LLP plans on file
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.

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bernstein Litowitz B…IBM 401(k) PlanMorgan Stanley 401(k…Pfizer Savings PlanThe Pepsico Savings …The Goldman Sachs 40…
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bernstein Litowitz Berger & Grossmann LL… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan assets move in 2024? ▼
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan grew sharply - up 19.1% during 2024, from $29M to $35M. Reported net income was $5M.
How have Bernstein Litowitz Berger & Grossmann LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernstein Litowitz Berger & Grossmann LLP's sponsor-wide assets grew 36.8%, from $35M to $48M.
Where does Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baptist Health Care Corporation Retirement Savings 401(k) Plan in FL ($35M, 487 participants).

Next read for Bernstein Litowitz Berger & Grossmann LL…

Filing takeaways

Ways to act on Bernstein Litowitz Berger & Grossmann LLP 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 133165559.

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.