401(k) · DOL Form 5500 · 2022
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Plan
Data updated 2026-08-11
- $125M
- Total assets
- 393
- Participants
- 94th
- Percentile by assets
- $318,251
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $125M
- total plan assets (2022 EOY)
- 393
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $318,251
- avg assets per participant
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.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan reports 393 participants - about 27% of that state average ($125M EOY assets).
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.)
| 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.
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan assets move in 2022? ▼
How have Sterne Kessler Goldstein & Fox P.L.L.C. plan assets changed over time? ▼
Where does Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan? ▼
Next read for Sterne Kessler Goldstein & Fox P.L.L.C. …
Filing takeaways
Ways to act on Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan's numbers.
- By total assets, Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
- Sterne Kessler Goldstein & Fox P.L.L.C.'s sponsor-wide assets have grown 51.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans