401(k) · DOL Form 5500 · 2022
Stites & Harbison 401(k) Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 293
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $528,662
- Avg per participant High balance/head
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.
- #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.
- #20,669
- in Professional & Technical Services (21,562 peers)
- -17.8%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
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.
Stites & Harbison, PLLC Restated Security Plan I's outsized position 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
Stites & Harbison, PLLC Restated Security Plan I 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. Stites & Harbison, PLLC Restated Security Plan I sits mid-pack in the medium band (293 participants).
Published 5500 schedule card
Filing strip 610680249 · Stites & Harbison PY 2022 · 401(k)
Stites & Harbison, PLLC Restated Security Plan I · $155M · 293 · 95th
- PCT $155M
- EIN 293
- RANK 95th
- PHOTO 401(k)
- IND near Martin Memorial Health Systems 401(k) Retirement Savings Plan
- EOY ind #20669
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 Kentucky →
Stites & Harbison, PLLC Restated Security Plan I in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Stites & Harbison plans reported in each filing year
- Latest sponsor-wide plan assets
- $184M 18.52996277029314% vs 2022
- 2024 filing year
| 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.
- 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
Stites & Harbison, PLLC Restated Security Plan I's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Martin Memorial Health Systems 401(k) Retirement Savings Plan in FL ($155M); by covered participants it is Weiler Corporation Profit Sharing & 401(k) Plan in PA (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
Similar participant headcount
Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.
- Weiler Corporation Profit Sharing & 401(k) Plan (PA) 293 · 0 off
- Life Unlimited, Inc. 401(k) Plan (MO) 293 · 0 off
- Holland Enterprises, Inc. 401(k) Retirement Plan (ND) 293 · 0 off
- Engineered Profiles 401(k) Plan (OH) 293 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.