401(k) · DOL Form 5500 · 2022

Jacob Stern & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
80
Participants Small participant base
78th
Percentile by assets National rank
$266,290
Avg per participant High balance/head
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Official DOL plan name: Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan · Sponsored by Jacob Stern & Sons, Inc. · California · Wholesale Trade

$21M in assets, 80 participants

Jacob Stern & Sons, Inc.'s Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan reported $21M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,231 in Wholesale Trade (6,843 peers)

Where Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan sits by assets

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $21M for 80 participants (~$266,290/participant), down 14.6% in 2022.

#5,231
in Wholesale Trade (6,843 peers)
-14.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,303,230 Top 22% higher than 78% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Jacob Stern & Sons, Inc. 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. Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan is a small filing (80 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 232150415 · Jacob Stern & Sons, Inc. PY 2022 · 401(k)

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan · $21M · 80 · 78th

  • NET $21M
  • BOOK 80
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Costello, Inc. 401(k) Plan
  • EBSA ind #5231

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 Wholesale Trade retirement plans → · Plans in California →

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Planesense, Inc. 401(k) Plan$21MJacob Stern & Sons, Inc. 401(k) Profit Sharing PlanJacob Stern & Sons, Inc. 401…$21MCostello, Inc. 401(k) Plan$21MFivepoint Credit Union Thrift and Savings PlanFivepoint Credit Union Thrif…$21MHerzfeld & Rubin, P.C. Employees 401(k) PlanHerzfeld & Rubin, P.C. Emplo…$21M
End-of-year total assets ($M) among Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN232150415
Plan Effective Date1952-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacob Stern & Sons, Inc.)

Sponsor-wide plan assets over time

All Jacob Stern & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 29.025922360130362% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 80 $21M
2023 1 100 $26M
2024 1 105 $27M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.02130323 · Participants: 80Jacob Stern & Sons, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jacob Stern & Sons, Inc. 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 Costello, Inc. 401(k) Plan in TX ($21M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (80 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.

Frequently Asked Questions

How did Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.6% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Jacob Stern & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacob Stern & Sons, Inc.'s sponsor-wide assets grew 29.0%, from $21M to $27M.
Where does Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Costello, Inc. 401(k) Plan in TX ($21M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232150415.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.