Profit Sharing · DOL Form 5500 · 2024

Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
105
Participants Small participant base
62nd
Percentile by assets National rank
$126,325
Avg per participant Near avg balance/head
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Official DOL plan name: Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan · Sponsored by Bernstein Litowitz Berger & Grossmann LLP · New York · Professional & Technical Services

$13M in assets, 105 participants

Bernstein Litowitz Berger & Grossmann LLP's Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan reported $13M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,253 in Professional & Technical Services (20,173 peers)

Coverage in New York

Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan covers 105 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $13M.

#12,253
in Professional & Technical Services (20,173 peers)
+9.3%
assets growth YoY

Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan vs every filed plan by assets

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

$13,264,166 Top 38% higher than 62% 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 Litowitz Berger & Grossmann LLP 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. Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan reported participants rose from 101 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133165559 · Bernstein Litowitz Berger & Grossmann LLP PY 2024 · Profit Sharing

Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan · $13M · 105 · 62nd

  • PART $13M
  • TYPE 105
  • NET 62nd
  • BOOK Profit Sharing
  • VS-ST near Kartsonas Agency, Inc. Profit Sharing Plan
  • BOY ind #12253

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 Profit Sharing Plan in the asset neighbourhood

J.R. Wauford & Company Consulting Engineers, Inc. Profit Sharing PlanJ.R. Wauford & Company Consu…$13MKartsonas Agency, Inc. Profit Sharing PlanKartsonas Agency, Inc. Profi…$13MBernstein Litowitz Berger & Grossmann LLP Profit Sharing PlanBernstein Litowitz Berger & …$13MWorcester Art Museum Retirement PlanWorcester Art Museum Retirem…$13MDavis Furniture Industries, Inc. Employee Stock Bonus Plan and TrustDavis Furniture Industries, …$13M
End-of-year total assets ($M) among Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN133165559
Plan Effective Date2003-01-01
Filing StatusFILING 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
$30M$35M$40M$45M$50M 202220232024 $35.1M $48.1M ▲ +36.8%
Year Plans Participants Total Assets
2022 2 274 $35M
2023 2 314 $41M
2024 2 392 $48M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan, Total assets ($B): 0.013264166 · Participants: 105Bernstein Litowitz Berger & Grossmann LLP Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan side-by-side with 3 peers →

Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Kartsonas Agency, Inc. Profit Sharing Plan in PA ($13M); by covered participants it is Alproem Engineering Contractor Retirement Plan in PR (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Litowitz Berger & Grossmann LLP Profit Sharing Plan assets move in 2024? ▼
Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan grew at a solid clip - up 9.3% during 2024, from $12M to $13M. Reported net income was $1M.
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.
Which Profit Sharing plans are similar in size to Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kartsonas Agency, Inc. Profit Sharing Plan in PA ($13M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Alproem Engineering Contractor Retirement Plan in PR (105 participants, $1M 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 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.