401(k) · DOL Form 5500 · 2022

The Koniver Stern Group, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
3
Participants Small participant base
69th
Percentile by assets National rank
$4.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Koniver Stern Group, Inc. 401(k) Plan and Trust · Sponsored by The Koniver Stern Group, Inc. · Florida · Real Estate

$12M in assets, 3 participants

The Koniver Stern Group, Inc.'s Koniver Stern Group, Inc. 401(k) Plan and Trust reported $12M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,211 in Real Estate (5,057 peers)

2022 asset change

Koniver Stern Group, Inc. 401(k) Plan and Trust grew at a solid clip 9.9% in 2022 ($11M → $12M) for 3 participants.

#4,211
in Real Estate (5,057 peers)
+9.9%
assets growth YoY

Koniver Stern Group, Inc. 401(k) Plan and Trust's outsized position by total assets

Koniver Stern Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$12,087,214 Top 31% higher than 69% 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

Koniver Stern Group, Inc. 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koniver Stern Group, Inc. 401(k) Plan and Trust is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 650373847 · The Koniver Stern Group, Inc. PY 2022 · 401(k)

Koniver Stern Group, Inc. 401(k) Plan and Trust · $12M · 3 · 69th

  • PHOTO $12M
  • IND 3
  • EOY 69th
  • 5500 401(k)
  • ASSETS near Capital City Club 401(k) Plan
  • PCT ind #4211

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 Real Estate retirement plans → · Plans in Florida →

Koniver Stern Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

Koniver Stern Group, Inc. 401(k) Plan and TrustKoniver Stern Group, Inc. 40…$12MCapital City Club 401(k) Plan$12MBtas, Inc. 401(k) Profit Sharing PlanBtas, Inc. 401(k) Profit Sha…$12MBeyond Finance, LLC 401(k) PlanBeyond Finance, LLC 401(k) P…$12MNew Leaders 401(k) Profit Sharing Plan & TrustNew Leaders 401(k) Profit Sh…$12M
End-of-year total assets ($M) among Koniver Stern Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Koniver Stern Group, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All The Koniver Stern Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 3.8499442468711154% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M 202220232024 $12.1M $11.6M ▼ -3.9%
Year Plans Participants Total Assets
2022 1 3 $12M
2023 1 3 $11M
2024 1 2 $12M

2022 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN650373847
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Koniver Stern Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Koniver Stern Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.012087214 · Participants: 3Koniver Stern Group, Inc. 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Koniver Stern Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Koniver Stern Group, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Koniver Stern Group, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Capital City Club 401(k) Plan in GA ($12M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Koniver Stern Group, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Koniver Stern Group, Inc. 401(k) Plan and Trust grew at a solid clip - up 9.9% during 2022, from $11M to $12M. Reported net income was $1M.
How have The Koniver Stern Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Koniver Stern Group, Inc.'s sponsor-wide assets declined 3.8%, from $12M to $12M.
Which 401(k) plans are similar in size to Koniver Stern Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Capital City Club 401(k) Plan in GA ($12M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Koniver Stern Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 650373847.

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.