401(k) · DOL Form 5500 · 2022
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Plan
Data updated 2026-08-25
- $125M
- Total assets Near avg plan size
- 393
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $318,251
- Avg per participant High balance/head
Official DOL plan name: Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan · Sponsored by Sterne Kessler Goldstein & Fox P.L.L.C. · District of Columbia · Professional & Technical Services
$125M in assets, 393 participants
Sterne Kessler Goldstein & Fox P.L.L.C.'s Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan reported $125M in total assets and 393 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #20,485 in Professional & Technical Services (21,562 peers)
Coverage in District of Columbia
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan covers 393 participants in District of Columbia, about 27% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $125M.
- #20,485
- in Professional & Technical Services (21,562 peers)
- -16.7%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan's outsized position by total assets
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$125,072,798 Top 6% higher than 94% 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
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan sits mid-pack in the medium band (393 participants).
DOL schedule card
Filing strip 521193988 · Sterne Kessler Goldstein & Fox P.L.L.C. PY 2022 · 401(k)
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan · $125M · 393 · 94th
- EBSA $125M
- PART 393
- TYPE 94th
- NET 401(k)
- BOOK near Gerber Collision & Glass 401(k) Plan
- VS-ST ind #20485
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 District of Columbia →
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $150M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | -$25M |
| Employer EIN | 521193988 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sterne Kessler Goldstein & Fox P.L.L.C.)
Sponsor-wide plan assets over time
All Sterne Kessler Goldstein & Fox P.L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $189M 50.980987888349624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 393 | $125M |
| 2023 | 1 | 425 | $159M |
| 2024 | 1 | 454 | $189M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.9B · 29,923
- Revised Profit Sharing Plan for Emp. of Geico $5.1B · 41,527
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.2B · 7,402
- Finra Savings Plus Plan $1.8B · 3,697
- Hogan Lovells US LLP Retirement Savings Plan $1.3B · 1,883
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Gerber Collision & Glass 401(k) Plan in IL ($125M); by covered participants it is Miracle Software Systems, Inc. 401(k) Plan in MI (393 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($125M here).
- Gerber Collision & Glass 401(k) Plan (IL) $125M · 8,519
- Tower Semiconductor Newport Beach Retirement Savings Plan (CA) $125M · 1,065
- Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust (IL) $125M · 652
- Ipsen Biopharmaceuticals, Inc. U.S. 401(k) Plan (NJ) $125M · 505
Similar participant headcount
Nearest other-state filings by covered participants (393 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.