401(k) · DOL Form 5500 · 2022
Shepardson Stern & Kaminsky, LLP 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $228,791
- Avg per participant Above avg balance/head
Official DOL plan name: Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan · Sponsored by Shepardson Stern & Kaminsky, LLP · New York · Professional & Technical Services
$10M in assets, 43 participants
Shepardson Stern & Kaminsky, LLP's Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan reported $10M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #13,661 in Professional & Technical Services (21,562 peers)
Shepardson Stern & Kaminsky, LLP multi-year trail
Shepardson Stern & Kaminsky, LLP's plans moved +28.6% in assets from 2022 to 2024; this filing shows Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan at $10M / 43 participants.
- #13,661
- in Professional & Technical Services (21,562 peers)
- -18.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,837,994 Top 35% higher than 65% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan is a small filing (43 participants) on this national headcount ladder.
DOL schedule card
Filing strip 133710550 · Shepardson Stern & Kaminsky, LLP PY 2022 · 401(k)
Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan · $10M · 43 · 65th
- EOY $10M
- EOY 43
- EOY 65th
- EOY 401(k)
- EOY near Dr Delaney Plunkett Ralstrom Makowski Thanasas & Assoc. PC Profit Sharing Plan
- EOY ind #13661
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 New York →
Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan in the asset neighbourhood
Shepardson Stern & Kaminsky, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Shepardson Stern & Kaminsky, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 28.575866177596776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $10M |
| 2023 | 1 | 48 | $10M |
| 2024 | 1 | 42 | $13M |
Shepardson Stern & Kaminsky, LLP filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 133710550 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Dr Delaney Plunkett Ralstrom Makowski Thanasas & Assoc. PC Profit Sharing Plan in MI ($10M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.