401(k) · DOL Form 5500 · 2024
Bernhard, LLC 401(k) Plan
Data updated 2026-08-25
- $140M
- Total assets Near avg plan size
- 1,811
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $77,228
- Avg per participant Below avg balance/head
Official DOL plan name: Bernhard, LLC 401(k) Plan · Sponsored by Bernhard, LLC · Louisiana · Construction
$140M in assets, 1,811 participants
Bernhard, LLC's Bernhard, LLC 401(k) Plan reported $140M in total assets and 1,811 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,242 in Construction (9,039 peers)
Coverage in Louisiana
Bernhard, LLC 401(k) Plan covers 1,811 participants in Louisiana, 3.7x the typical Louisiana plan (state average ~495 per filing). Assets: $140M.
- #8,242
- in Construction (9,039 peers)
- +21.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Bernhard, LLC 401(k) Plan's outsized position by total assets
Bernhard, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$139,859,075 Top 7% higher than 93% 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
Bernhard, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernhard, LLC 401(k) Plan lands in the large band (1,811 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bernhard, LLC 401(k) Plan end-of-year assets rose from $115M in the plan year 2023 filing to $140M in the plan year 2024 filing.
- Bernhard, LLC 401(k) Plan reported net income rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Bernhard, LLC 401(k) Plan reported participants fell from 1,936 in the plan year 2023 filing to 1,811 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 465737559 · Bernhard, LLC PY 2024 · 401(k)
Bernhard, LLC 401(k) Plan · $140M · 1,811 · 93rd
- EBSA $140M
- EBSA 1,811
- EBSA 93rd
- EBSA 401(k)
- EBSA near Master Builders Solutions US LLC Retirement Savings Plan
- EBSA ind #8242
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 Construction retirement plans → · Plans in Louisiana →
Bernhard, LLC 401(k) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | $25M |
| Employer EIN | 465737559 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bernhard, LLC)
Sponsor-wide plan assets over time
All Bernhard, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $140M 52.59732267939627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,892 | $92M |
| 2023 | 1 | 1,936 | $115M |
| 2024 | 1 | 1,811 | $140M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Bernhard, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Master Builders Solutions US LLC Retirement Savings Plan in OH ($140M); by covered participants it is United Steelworkers Local 286 Severance/401 (K) Plan in PA (1,811 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($140M here).
- Master Builders Solutions US LLC Retirement Savings Plan (OH) $140M · 384
- Wideopenwest 401(k) Plan (CO) $140M · 1,356
- Cmg Hourly 401(k) Plan (AL) $140M · 709
- Melaleuca, Inc. 401(k) Savings Plan and Trust (ID) $140M · 2,232
Similar participant headcount
Nearest other-state filings by covered participants (1,811 participants); asset peers above are excluded.
- United Steelworkers Local 286 Severance/401 (K) Plan (PA) 1,811 · 0 off
- Blackhawk Network 401(k) Plan (CA) 1,811 · 0 off
- Titan Security Services Pension Plan (IL) 1,811 · 0 off
- Hbi 401(k) Retirement Savings Plan (MN) 1,810 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.