401(k) · DOL Form 5500 · 2024

Withers Bergman LLP 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
260
Participants Below avg headcount
90th
Percentile by assets National rank
$386,872
Avg per participant High balance/head
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Official DOL plan name: Withers Bergman LLP Section 401(k) Profit Sharing Plan · Sponsored by Withers Bergman LLP · Connecticut · Professional & Technical Services

$101M in assets, 260 participants

Withers Bergman LLP's Withers Bergman LLP Section 401(k) Profit Sharing Plan reported $101M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,477 in Professional & Technical Services (20,173 peers)

Coverage in Connecticut

Withers Bergman LLP Section 401(k) Profit Sharing Plan covers 260 participants in Connecticut, about 36% of the average Connecticut filer (state average ~718 per filing). Assets: $101M.

#18,477
in Professional & Technical Services (20,173 peers)
+3.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Withers Bergman LLP Section 401(k) Profit Sharing Plan's outsized position by total assets

Withers Bergman LLP Section 401(k) Profit Sharing Plan vs every filed plan by assets

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

$100,586,605 Top 10% higher than 90% 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

Withers Bergman LLP Section 401(k) 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. Withers Bergman LLP Section 401(k) Profit Sharing Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Withers Bergman LLP Section 401(k) Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Withers Bergman LLP Section 401(k) Profit Sharing Plan reported participants fell from 287 in the plan year 2023 filing to 260 in the plan year 2024 filing.
  • Withers Bergman LLP Section 401(k) Profit Sharing Plan end-of-year assets rose from $97M in the plan year 2023 filing to $101M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 061638121 · Withers Bergman LLP PY 2024 · 401(k)

Withers Bergman LLP Section 401(k) Profit Sharing Plan · $101M · 260 · 90th

  • SCH $101M
  • EBSA 260
  • PART 90th
  • TYPE 401(k)
  • NET near Rosen Hotels and Resorts, Inc. Employees Savings Trust
  • BOOK ind #18477

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 Connecticut →

Withers Bergman LLP Section 401(k) Profit Sharing Plan in the asset neighbourhood

Pbc Management, LLC 401(k) Profit Sharing PlanPbc Management, LLC 401(k) P…$101MVirgin Galactic, LLC 401(k) PlanVirgin Galactic, LLC 401(k) …$101MWithers Bergman LLP Section 401(k) Profit Sharing PlanWithers Bergman LLP Section …$101MRosen Hotels and Resorts, Inc. Employees Savings TrustRosen Hotels and Resorts, In…$101MMfa 401(k) Plan$101M
End-of-year total assets ($M) among Withers Bergman LLP Section 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$101M
Net Income$2M
Employer EIN061638121
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Withers Bergman LLP)

Sponsor-wide plan assets over time

All Withers Bergman LLP plans reported in each filing year

Latest sponsor-wide plan assets
$116M 17.350823615188652% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $99.2M $116M ▲ +17.3%
Year Plans Participants Total Assets
2022 2 361 $99M
2023 2 389 $112M
2024 2 360 $116M

Nearby 401(k) Plans in Connecticut

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

Withers Bergman LLP Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Withers Bergman LLP Section 401(k) Profit Sharing Plan, Total assets ($B): 0.100586605 · Participants: 260Withers Bergman LLP Section 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Withers Bergman LLP Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Withers Bergman LLP Section 401(k) Profit Sharing Plan side-by-side with 3 peers →

Withers Bergman LLP Section 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Rosen Hotels and Resorts, Inc. Employees Savings Trust in FL ($101M); by covered participants it is Keystone Natural Holdings 401(k) Plan in PA (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Withers Bergman LLP Section 401(k) Profit Sharing Plan assets move in 2024? ▼
Withers Bergman LLP Section 401(k) Profit Sharing Plan edged up modestly - up 3.6% during 2024, from $97M to $101M. Reported net income was $2M.
How have Withers Bergman LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Withers Bergman LLP's sponsor-wide assets grew 17.4%, from $99M to $116M.
Where does Withers Bergman LLP Section 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Withers Bergman LLP Section 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Withers Bergman LLP Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rosen Hotels and Resorts, Inc. Employees Savings Trust in FL ($101M, 3,753 participants).
Which 401(k) plans cover a similar participant headcount to Withers Bergman LLP Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone Natural Holdings 401(k) Plan in PA (260 participants, $2M 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 061638121.

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.