401(k) · DOL Form 5500 · 2024

Carney Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
379
Participants Below avg headcount
76th
Percentile by assets National rank
$71,134
Avg per participant Below avg balance/head
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Official DOL plan name: Bernardi Auto Group Retirement Plan · Sponsored by Carney Management Company, Inc. · Massachusetts · Management of Enterprises

$27M in assets, 379 participants

Carney Management Company, Inc.'s Bernardi Auto Group Retirement Plan reported $27M in total assets and 379 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #648 in Management of Enterprises (1,133 peers)

Where Bernardi Auto Group Retirement Plan sits by assets

Bernardi Auto Group Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 379 participants (~$71,134/participant), up 5.5% in 2024.

#648
in Management of Enterprises (1,133 peers)
+5.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bernardi Auto Group Retirement Plan's outsized position by total assets

Bernardi Auto Group Retirement Plan vs every filed plan by assets

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

$26,959,864 Top 24% higher than 76% 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

Bernardi Auto Group Retirement 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. Bernardi Auto Group Retirement Plan sits mid-pack in the medium band (379 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernardi Auto Group Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bernardi Auto Group Retirement Plan reported participants rose from 348 in the plan year 2023 filing to 379 in the plan year 2024 filing.
  • Bernardi Auto Group Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042901650 · Carney Management Company, Inc. PY 2024 · 401(k)

Bernardi Auto Group Retirement Plan · $27M · 379 · 76th

  • SCH $27M
  • EBSA 379
  • PART 76th
  • TYPE 401(k)
  • NET near Ourisman Companies 401(k) Plan
  • BOOK ind #648

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

Bernardi Auto Group Retirement Plan in the asset neighbourhood

Bernardi Auto Group Retirement PlanBernardi Auto Group Retireme…$27MOurisman Companies 401(k) PlanOurisman Companies 401(k) Pl…$27MMario Badescu Skin Care Profit Sharing 401(k) PlanMario Badescu Skin Care Prof…$27MDefoe Corp. 401(k) Employee Savings PlanDefoe Corp. 401(k) Employee …$27MBuchalter Associate Attorney 401(k) PlanBuchalter Associate Attorney…$27M
End-of-year total assets ($M) among Bernardi Auto Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$1M
Employer EIN042901650
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carney Management Company, Inc.)

Sponsor-wide plan assets over time

All Carney Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 16.766983120069376% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23.1M $27M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 333 $23M
2023 1 348 $26M
2024 1 379 $27M

Nearby 401(k) Plans in Massachusetts

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

Bernardi Auto Group Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bernardi Auto Group Retirement Plan, Total assets ($B): 0.026959864 · Participants: 379Bernardi Auto Group Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Bernardi Auto Group Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bernardi Auto Group Retirement Plan side-by-side with 3 peers →

Bernardi Auto Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ourisman Companies 401(k) Plan in MD ($27M); by covered participants it is Delaware Elevator, Inc. Retirement Plan in MD (379 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (379 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 Bernardi Auto Group Retirement Plan assets move in 2024? ▼
Bernardi Auto Group Retirement Plan grew at a solid clip - up 5.5% during 2024, from $26M to $27M. Reported net income was $1M.
How have Carney Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carney Management Company, Inc.'s sponsor-wide assets grew 16.8%, from $23M to $27M.
Where does Bernardi Auto Group Retirement Plan rank by assets among Form 5500 filers? ▼
Bernardi Auto Group Retirement Plan ranks in the 76th 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 Bernardi Auto Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ourisman Companies 401(k) Plan in MD ($27M, 745 participants).
Which 401(k) plans cover a similar participant headcount to Bernardi Auto Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delaware Elevator, Inc. Retirement Plan in MD (379 participants, $20M 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 042901650.

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.