401(k) · DOL Form 5500 · 2022
Stern, Kory, Sreden & Morgan, 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $495,821
- Avg per participant High balance/head
Official DOL plan name: Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan · Sponsored by Stern, Kory, Sreden & Morgan, · California · Professional & Technical Services
$12M in assets, 25 participants
Stern, Kory, Sreden & Morgan,'s Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan reported $12M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,752 in Professional & Technical Services (21,562 peers)
2022 asset change
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan pulled back noticeably 14.9% in 2022 ($15M → $12M) for 25 participants.
- #14,752
- in Professional & Technical Services (21,562 peers)
- -14.9%
- 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.
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan's outsized position by total assets
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,395,528 Top 31% higher than 69% 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
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing 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. Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 954509583 · Stern, Kory, Sreden & Morgan, PY 2022 · 401(k)
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan · $12M · 25 · 69th
- EBSA $12M
- EBSA 25
- EBSA 69th
- EBSA 401(k)
- EBSA near Bett-a-Way Traffic Systems, Inc. 401(k) Plan
- EBSA ind #14752
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 →
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan in the asset neighbourhood
Stern, Kory, Sreden & Morgan, years around the 2022 move
Sponsor-wide plan assets over time
All Stern, Kory, Sreden & Morgan, plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 5.786586904567518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $12M |
| 2023 | 1 | 22 | $11M |
| 2024 | 1 | 24 | $13M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 954509583 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Bett-a-Way Traffic Systems, Inc. 401(k) Plan in NJ ($12M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Bett-a-Way Traffic Systems, Inc. 401(k) Plan (NJ) $12M · 177
- Eftec Savings Plan (MI) $12M · 93
- Central Management Concepts Profit Sharing Plan (LA) $12M · 486
- Brenk Brothers, Inc. 401(k) Plan Retirement Plan (MN) $12M · 124
Similar participant headcount
Nearest other-state filings by covered participants (25 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.