401(k) · DOL Form 5500 · 2024

Bernard a. Shuster, M.D., P.a. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$355,170
Avg per participant High balance/head
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Official DOL plan name: Bernard a. Shuster Profit Sharing Plan · Sponsored by Bernard a. Shuster, M.D., P.a. · Florida · Healthcare & Social Assistance

$1M in assets, 4 participants

Bernard a. Shuster, M.D., P.a.'s Bernard a. Shuster Profit Sharing Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,844 in Healthcare & Social Assistance (16,916 peers)

Bernard a. Shuster, M.D., P.a. multi-year trail

Bernard a. Shuster, M.D., P.a.'s plans moved +54.5% in assets from 2022 to 2024; this filing shows Bernard a. Shuster Profit Sharing Plan at $1M / 4 participants.

#3,844
in Healthcare & Social Assistance (16,916 peers)
+22.9%
assets growth YoY

Bernard a. Shuster Profit Sharing Plan among the smaller filed plans by assets

Bernard a. Shuster Profit Sharing Plan vs every filed plan by assets

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

$1,420,680 26th percentile higher than 26% 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

Bernard a. Shuster Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernard a. Shuster Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernard a. Shuster Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bernard a. Shuster Profit Sharing Plan reported net income rose from $237K in the plan year 2023 filing to $264K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 593764467 · Bernard a. Shuster, M.D., P.a. PY 2024 · 401(k)

Bernard a. Shuster Profit Sharing Plan · $1M · 4 · 26th

  • 5500 $1M
  • 5500 4
  • 5500 26th
  • 5500 401(k)
  • 5500 near Susan a. Cascino, Dds, P.C. 401(k) Plan & Trust
  • 5500 ind #3844

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Bernard a. Shuster Profit Sharing Plan in the asset neighbourhood

Bernard a. Shuster Profit Sharing PlanBernard a. Shuster Profit Sh…$1MSusan a. Cascino, Dds, P.C. 401(k) Plan & TrustSusan a. Cascino, Dds, P.C. …$1MMilwaukee Anesthesiology Consultants, Ltd 401(k) Profit Sharing PlanMilwaukee Anesthesiology Con…$1MAsap, Inc. 401(k) Profit Sharing PlanAsap, Inc. 401(k) Profit Sha…$1MNoel D. Tallon, Cpa, PC Safe Harbor 401(k) PlanNoel D. Tallon, Cpa, PC Safe…$1M
End-of-year total assets ($M) among Bernard a. Shuster Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bernard a. Shuster, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Bernard a. Shuster, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.458506970681064% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.92M $1.42M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 5 $920K
2023 1 4 $1M
2024 1 4 $1M

Bernard a. Shuster, M.D., P.a. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$264K
Employer EIN593764467
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Bernard a. Shuster Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bernard a. Shuster Profit Sharing Plan, Total assets ($B): 0.00142068 · Participants: 4Bernard a. Shuster Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Bernard a. Shuster Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bernard a. Shuster Profit Sharing Plan side-by-side with 3 peers →

Bernard a. Shuster Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Susan a. Cascino, Dds, P.C. 401(k) Plan & Trust in IL ($1M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Bernard a. Shuster Profit Sharing Plan assets move in 2024? ▼
Bernard a. Shuster Profit Sharing Plan grew sharply - up 22.9% during 2024, from $1M to $1M. Reported net income was $264K.
How have Bernard a. Shuster, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard a. Shuster, M.D., P.a.'s sponsor-wide assets grew 54.5%, from $920K to $1M.
Which 401(k) plans are similar in size to Bernard a. Shuster Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Susan a. Cascino, Dds, P.C. 401(k) Plan & Trust in IL ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Bernard a. Shuster Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 593764467.

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.