Profit Sharing · DOL Form 5500 · 2022

Law Offices of Fredrick H. Stern Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
52nd
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Law Offices of Fredrick H. Stern Retirement Plan · Sponsored by Law Offices of Fredrick H. Stern · California · Professional & Technical Services

$5M in assets, 2 participants

Law Offices of Fredrick H. Stern's Law Offices of Fredrick H. Stern Retirement Plan reported $5M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,716 in Professional & Technical Services (21,562 peers)

Law Offices of Fredrick H. Stern multi-year trail

Law Offices of Fredrick H. Stern's plans moved +23.8% in assets from 2022 to 2024; this filing shows Law Offices of Fredrick H. Stern Retirement Plan at $5M / 2 participants.

#10,716
in Professional & Technical Services (21,562 peers)
-10.6%
assets change YoY

The plan reported a net loss of $629K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Law Offices of Fredrick H. Stern Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Law Offices of Fredrick H. Stern Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,327,177 Top 48% higher than 52% of 139,123 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 2022

Law Offices of Fredrick H. Stern Retirement 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. Law Offices of Fredrick H. Stern Retirement Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 953926383 · Law Offices of Fredrick H. Stern PY 2022 · Profit Sharing

Law Offices of Fredrick H. Stern Retirement Plan · $5M · 2 · 52nd

  • EBSA $5M
  • PART 2
  • TYPE 52nd
  • NET Profit Sharing
  • BOOK near Burlesons Employees' Profit Sharing Plan & Trust
  • VS-ST ind #10716

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 California →

Law Offices of Fredrick H. Stern Retirement Plan in the asset neighbourhood

Law Offices of Fredrick H. Stern Retirement PlanLaw Offices of Fredrick H. S…$5MBurlesons Employees' Profit Sharing Plan & TrustBurlesons Employees' Profit …$5MManning & Murray Profit Sharing PlanManning & Murray Profit Shar…$5MUnited Industries, Inc. 401(k) PlanUnited Industries, Inc. 401(…$5MMama Rosie's Company, Inc. Profit Sharing PlanMama Rosie's Company, Inc. P…$5M
End-of-year total assets ($M) among Law Offices of Fredrick H. Stern Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Law Offices of Fredrick H. Stern multi-year asset trail

Sponsor-wide plan assets over time

All Law Offices of Fredrick H. Stern plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.79705048283547% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.33M $6.59M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $6M
2024 1 2 $7M

Law Offices of Fredrick H. Stern filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$629K
Employer EIN953926383
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Law Offices of Fredrick H. Stern Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Law Offices of Fredrick H. Stern Retirement Plan, Total assets ($B): 0.005327177 · Participants: 2Law Offices of Fredrick H. Stern Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Law Offices of Fredrick H. Stern Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Law Offices of Fredrick H. Stern Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Burlesons Employees' Profit Sharing Plan & Trust in TX ($5M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Law Offices of Fredrick H. Stern Retirement Plan assets move in 2022?
Law Offices of Fredrick H. Stern Retirement Plan pulled back noticeably - down 10.6% during 2022, from $6M to $5M. Reported net income was -$629K.
How have Law Offices of Fredrick H. Stern plan assets changed over time?
Across 3 plan years on file (2022-2024), Law Offices of Fredrick H. Stern's sponsor-wide assets grew 23.8%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Law Offices of Fredrick H. Stern Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Burlesons Employees' Profit Sharing Plan & Trust in TX ($5M, 25 participants).
Which Profit Sharing plans cover a similar participant headcount to Law Offices of Fredrick H. Stern Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).