401(k) · DOL Form 5500 · 2022
Steinberg Asset Management, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $263,475
- Avg per participant High balance/head
Official DOL plan name: Steinberg Asset Management, LLC 401(k) Plan · Sponsored by Steinberg Asset Management, LLC · New York · Finance & Insurance
$2M in assets, 8 participants
Steinberg Asset Management, LLC's Steinberg Asset Management, LLC 401(k) Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #2,167 in Finance & Insurance (9,261 peers)
Steinberg Asset Management, LLC multi-year trail
Steinberg Asset Management, LLC's plans moved +66.0% in assets from 2022 to 2024; this filing shows Steinberg Asset Management, LLC 401(k) Plan at $2M / 8 participants.
- #2,167
- in Finance & Insurance (9,261 peers)
- -52.8%
- 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.
Steinberg Asset Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Steinberg Asset Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,107,802 35th percentile higher than 35% 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
Steinberg Asset Management, LLC 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steinberg Asset Management, LLC 401(k) Plan is a micro filing (8 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 061623775 · Steinberg Asset Management, LLC PY 2022 · 401(k)
Steinberg Asset Management, LLC 401(k) Plan · $2M · 8 · 35th
- EBSA $2M
- PART 8
- TYPE 35th
- NET 401(k)
- BOOK near Esai Power LLC 401(k) Plan
- VS-ST ind #2167
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 Finance & Insurance retirement plans → · Plans in New York →
Steinberg Asset Management, LLC 401(k) Plan in the asset neighbourhood
Steinberg Asset Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Steinberg Asset Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 66.00733845019599% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 6 | $3M |
| 2024 | 1 | 6 | $3M |
Steinberg Asset Management, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$2M |
| Employer EIN | 061623775 |
| Plan Effective Date | 1998-01-01 |
| 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
Steinberg Asset Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Esai Power LLC 401(k) Plan in MA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.