401(k) · DOL Form 5500 · 2022
Stites & Harbison 401(k) Plan
Data updated 2026-08-11
- $155M
- Total assets
- 293
- Participants
- 95th
- Percentile by assets
- $528,662
- Avg per participant
Official DOL plan name: Stites & Harbison, PLLC Restated Security Plan I · Sponsored by Stites & Harbison · Kentucky · Professional & Technical Services
$155M in assets, 293 participants
Stites & Harbison's Stites & Harbison, PLLC Restated Security Plan I reported $155M in total assets and 293 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #20,669 in Professional & Technical Services (21,562 peers)
Coverage in Kentucky
Stites & Harbison, PLLC Restated Security Plan I covers 293 participants in Kentucky, about 45% of the average Kentucky filer (state average ~647 per filing). Assets: $155M.
- $155M
- total plan assets (2022 EOY)
- 293
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $528,662
- avg assets per participant
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Stites & Harbison, PLLC Restated Security Plan I sits by total assets
Stites & Harbison, PLLC Restated Security Plan I vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$154,898,077 Top 5% higher than 95% 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
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Stites & Harbison, PLLC Restated Security Plan I reports 293 participants - about 45% of that state average ($155M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $189M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | -$34M |
| Employer EIN | 610680249 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stites & Harbison)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 293 | $155M |
| 2023 | 1 | 315 | $170M |
| 2024 | 1 | 313 | $184M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Stites & Harbison, PLLC Restated Security Plan I vs. nearby 401(k) plans in Kentucky, assets vs. participants
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Stites & Harbison, PLLC Restated Security Plan I by total assets, not by location.
Frequently Asked Questions
How did Stites & Harbison, PLLC Restated Security Plan I assets move in 2022? ▼
How have Stites & Harbison plan assets changed over time? ▼
Where does Stites & Harbison, PLLC Restated Security Plan I rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Stites & Harbison, PLLC Restated Security Plan I's numbers.
- By total assets, Stites & Harbison, PLLC Restated Security Plan I ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
- Stites & Harbison's sponsor-wide assets have grown 18.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans