401(k) · DOL Form 5500 · 2024
Bernstein Management Corporation 401(k) Plan
Data updated 2026-08-11
- $38M
- Total assets
- 205
- Participants
- 81st
- Percentile by assets
- $184,807
- Avg per participant
Official DOL plan name: Bernstein Management Corporation Employee 401(k) Plan · Sponsored by Bernstein Management Corporation · District of Columbia · Real Estate
$38M in assets, 205 participants
Bernstein Management Corporation's Bernstein Management Corporation Employee 401(k) Plan reported $38M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 123,622 plans)
- #4,209 in Real Estate (4,605 peers)
Coverage in District of Columbia
Bernstein Management Corporation Employee 401(k) Plan covers 205 participants in District of Columbia, about 14% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $38M.
- $38M
- total plan assets (2024 EOY)
- 205
- covered participants
- 81st
- percentile by assets (of 123,622 plans)
- $184,807
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bernstein Management Corporation Employee 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Bernstein Management Corporation Employee 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $38M in the plan year 2024 filing.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Bernstein Management Corporation Employee 401(k) Plan reports 205 participants - about 14% of that state average ($38M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $4M |
| Employer EIN | 521851812 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bernstein Management Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $29M |
| 2023 | 1 | 205 | $34M |
| 2024 | 1 | 205 | $38M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bernstein Management Corporation Employee 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bernstein Management Corporation Employee 401(k) Plan by total assets, not by location.
- Miba Industrial Bearings 401(k) Plan (WI) $38M · 204
- Ascendis Pharma 401(k) Plan (CA) $38M · 326
- Greylock 401(k) Plan (MA) $38M · 333
- Hunt Forest Products, L.L.C. Salary Investment Retirement Plan (LA) $38M · 557
Frequently Asked Questions
How did Bernstein Management Corporation Employee 401(k) Plan assets move in 2024? ▼
How have Bernstein Management Corporation plan assets changed over time? ▼
Where does Bernstein Management Corporation Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bernstein Management Corporation Employee 401(k) Plan? ▼
Next read for Bernstein Management Corporation Employe…
Filing takeaways
Ways to act on Bernstein Management Corporation Employee 401(k) Plan's numbers.
- By total assets, Bernstein Management Corporation Employee 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
- Bernstein Management Corporation's sponsor-wide assets have grown 32.6% since 2022 across 3 plan years on file. More Real Estate plans