401(k) · DOL Form 5500 · 2024
Berkowitz Pollack Brant Advisors & Cpas, LLP 401(k) Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 353
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $161,309
- Avg per participant Above avg balance/head
Official DOL plan name: Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan · Sponsored by Berkowitz Pollack Brant Advisors & Cpas, LLP · Florida · Professional & Technical Services
$57M in assets, 353 participants
Berkowitz Pollack Brant Advisors & Cpas, LLP's Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan reported $57M in total assets and 353 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,437 in Professional & Technical Services (20,173 peers)
Where Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan sits by assets
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan sits in the top quartile of all filed plans by assets, $57M for 353 participants (~$161,309/participant), up 25.6% in 2024.
- #17,437
- in Professional & Technical Services (20,173 peers)
- +25.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan's outsized position by total assets
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$56,942,056 Top 14% higher than 86% 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
Berkowitz Pollack Brant Advisors & Cpas, 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. Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan sits mid-pack in the medium band (353 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan end-of-year assets rose from $45M in the plan year 2023 filing to $57M in the plan year 2024 filing.
- Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan reported participants rose from 332 in the plan year 2023 filing to 353 in the plan year 2024 filing.
- Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 592742314 · Berkowitz Pollack Brant Advisors & Cpas, LLP PY 2024 · 401(k)
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan · $57M · 353 · 86th
- RANK $57M
- PHOTO 353
- IND 86th
- EOY 401(k)
- 5500 near Local Government Federal Credit Union 401(k) Plan and Trust
- ASSETS ind #17437
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 Florida →
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $12M |
| Employer EIN | 592742314 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkowitz Pollack Brant Advisors & Cpas, LLP)
Sponsor-wide plan assets over time
All Berkowitz Pollack Brant Advisors & Cpas, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 66.74723873292487% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 263 | $34M |
| 2023 | 1 | 332 | $45M |
| 2024 | 1 | 353 | $57M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Local Government Federal Credit Union 401(k) Plan and Trust in NC ($57M); by covered participants it is Extraco Corporation Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- Local Government Federal Credit Union 401(k) Plan and Trust (NC) $57M · 284
- Guhring, Inc. Salary Savings Plan (WI) $57M · 349
- Deciphera 401(k) Plan (MA) $57M · 313
- Brewster Cheese Company 401(k) Profit Sharing Plan (OH) $57M · 383
Similar participant headcount
Nearest other-state filings by covered participants (353 participants); asset peers above are excluded.
- Extraco Corporation Retirement Plan (TX) 353 · 0 off
- Burr Oak Tool Inc. Employees' Profit Sharing Plan (MI) 353 · 0 off
- Cascade Financial Services 401(k) Plan (AZ) 353 · 0 off
- Paulo Products Company 401(k) Plan (MO) 353 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.