401(k) · DOL Form 5500 · 2024
Bernard Robinson & Company, LLP 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 187
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $204,957
- Avg per participant Above avg balance/head
Official DOL plan name: Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan · Sponsored by Bernard Robinson & Company, LLP · North Carolina · Professional & Technical Services
$38M in assets, 187 participants
Bernard Robinson & Company, LLP's Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan reported $38M in total assets and 187 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.
- #16,401 in Professional & Technical Services (20,173 peers)
Coverage in North Carolina
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan covers 187 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $38M.
- #16,401
- in Professional & Technical Services (20,173 peers)
- +15.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan's outsized position by total assets
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,326,927 Top 19% higher than 81% 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
Bernard Robinson & Company, LLP 401(k) and Profit Sharing 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. Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan sits mid-pack in the medium band (187 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan reported participants rose from 177 in the plan year 2023 filing to 187 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 560571159 · Bernard Robinson & Company, LLP PY 2024 · 401(k)
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan · $38M · 187 · 81st
- TYPE $38M
- NET 187
- BOOK 81st
- VS-ST 401(k)
- BOY near Fort Wayne Medical Oncology and Hematology, Inc. 401(k) Plan
- SCH ind #16401
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 North Carolina →
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $5M |
| Employer EIN | 560571159 |
| Plan Effective Date | 1966-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bernard Robinson & Company, LLP)
Sponsor-wide plan assets over time
All Bernard Robinson & Company, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 32.566322804781805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $29M |
| 2023 | 1 | 177 | $33M |
| 2024 | 1 | 187 | $38M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Bernard Robinson & Company, LLP 401(k) and Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Fort Wayne Medical Oncology and Hematology, Inc. 401(k) Plan in IN ($38M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.
- Media Iq Digital N.a. 401(k) Plan (NY) 187 · 0 off
- Pats Aircraft, LLC 401(k) Plan (DE) 187 · 0 off
- Rrvw-Tcw Incentive Compensation Savings Plan (ND) 187 · 0 off
- Miromar Development Corporation 401(k) Plan (FL) 187 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.