401(k) · DOL Form 5500 · 2024

Bernard Egan & Company 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
192
Participants Below avg headcount
73rd
Percentile by assets National rank
$123,827
Avg per participant Near avg balance/head
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Official DOL plan name: Bernard Egan & Company 401(k) Plan · Sponsored by Bernard Egan & Company · Florida · Agriculture, Forestry & Fishing

$24M in assets, 192 participants

Bernard Egan & Company's Bernard Egan & Company 401(k) Plan reported $24M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #983 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Florida

Bernard Egan & Company 401(k) Plan covers 192 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $24M.

#983
in Agriculture, Forestry & Fishing (1,217 peers)
+7.0%
assets growth YoY

Bernard Egan & Company 401(k) Plan's outsized position by total assets

Bernard Egan & Company 401(k) Plan vs every filed plan by assets

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

$23,774,716 Top 27% higher than 73% 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 Egan & Company 401(k) 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. Bernard Egan & Company 401(k) Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernard Egan & Company 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bernard Egan & Company 401(k) Plan reported participants fell from 212 in the plan year 2023 filing to 192 in the plan year 2024 filing.
  • Bernard Egan & Company 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 221730979 · Bernard Egan & Company PY 2024 · 401(k)

Bernard Egan & Company 401(k) Plan · $24M · 192 · 73rd

  • PART $24M
  • TYPE 192
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near Vestwell Holdings, Inc. 401(k) Plan
  • BOY ind #983

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

Bernard Egan & Company 401(k) Plan in the asset neighbourhood

Matrix 401(k) Plan$24MSullivan & Worcester LLP Savings and Investment Plan for AssociatesSullivan & Worcester LLP Sav…$24MLife Line Screening 401(k) Retirement Savings PlanLife Line Screening 401(k) R…$24MBernard Egan & Company 401(k) PlanBernard Egan & Company 401(k…$24MVestwell Holdings, Inc. 401(k) PlanVestwell Holdings, Inc. 401(…$24M
End-of-year total assets ($M) among Bernard Egan & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN221730979
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bernard Egan & Company)

Sponsor-wide plan assets over time

All Bernard Egan & Company plans reported in each filing year

Latest sponsor-wide plan assets
$24M 20.451097916639753% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.7M $23.8M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 209 $20M
2023 1 212 $22M
2024 1 192 $24M

Nearby 401(k) Plans in Florida

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

Bernard Egan & Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bernard Egan & Company 401(k) Plan, Total assets ($B): 0.023774716 · Participants: 192Bernard Egan & Company 401(k) 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 Egan & Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bernard Egan & Company 401(k) Plan side-by-side with 3 peers →

Bernard Egan & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Vestwell Holdings, Inc. 401(k) Plan in NY ($24M); by covered participants it is Lawley Motors, LLC 401(k) Plan in AZ (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Egan & Company 401(k) Plan assets move in 2024? ▼
Bernard Egan & Company 401(k) Plan grew at a solid clip - up 7.0% during 2024, from $22M to $24M. Reported net income was $2M.
How have Bernard Egan & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard Egan & Company's sponsor-wide assets grew 20.5%, from $20M to $24M.
Which 401(k) plans are similar in size to Bernard Egan & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vestwell Holdings, Inc. 401(k) Plan in NY ($24M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Bernard Egan & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lawley Motors, LLC 401(k) Plan in AZ (192 participants, $8M 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 221730979.

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.