401(k) · DOL Form 5500 · 2023

Stutzman, Bromberg, Esserman & Plifka 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
46
Participants Small participant base
82nd
Percentile by assets National rank
$782,768
Avg per participant High balance/head
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Official DOL plan name: Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan · Sponsored by Stutzman, Bromberg, Esserman & Plifka · Texas · Professional & Technical Services

$36M in assets, 46 participants

Stutzman, Bromberg, Esserman & Plifka's Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan reported $36M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,755 in Professional & Technical Services (20,321 peers)

Where Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan sits by assets

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 46 participants (~$782,768/participant), up 23.3% in 2023.

#16,755
in Professional & Technical Services (20,321 peers)
+23.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan's outsized position by total assets

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$36,007,348 Top 18% higher than 82% of 127,068 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 2023

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan reported participants rose from 45 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752355903 · Stutzman, Bromberg, Esserman & Plifka PY 2023 · 401(k)

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan · $36M · 46 · 82nd

  • SCH $36M
  • EBSA 46
  • PART 82nd
  • TYPE 401(k)
  • NET near Parker Jewish Institute Retirement Savings Plan
  • BOOK ind #16755

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 Texas →

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan in the asset neighbourhood

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement PlanStutzman, Bromberg, Esserman…$36MParker Jewish Institute Retirement Savings PlanParker Jewish Institute Reti…$36MLifecare Assurance Company 401(k) PlanLifecare Assurance Company 4…$36MSonoma Marin 401(k) Plan$36MManer, Costerisan & Ellis, P.C. Profit Sharing Plan and 401(k) Cash Accumulation PlanManer, Costerisan & Ellis, P…$36M
End-of-year total assets ($M) among Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN752355903
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stutzman, Bromberg, Esserman & Plifka)

Sponsor-wide plan assets over time

All Stutzman, Bromberg, Esserman & Plifka plans reported in each filing year

Latest sponsor-wide plan assets
$43M 48.13198106917836% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.2M $43.3M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 45 $29M
2023 1 46 $36M
2024 1 43 $43M

Nearby 401(k) Plans in Texas

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

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan, Total assets ($B): 0.036007348 · Participants: 46Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan side-by-side with 3 peers →

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Parker Jewish Institute Retirement Savings Plan in NY ($36M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan assets move in 2023? ▼
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan grew sharply - up 23.3% during 2023, from $29M to $36M. Reported net income was $7M.
How have Stutzman, Bromberg, Esserman & Plifka plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stutzman, Bromberg, Esserman & Plifka's sponsor-wide assets grew 48.1%, from $29M to $43M.
Where does Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Parker Jewish Institute Retirement Savings Plan in NY ($36M, 903 participants).
Which 401(k) plans cover a similar participant headcount to Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752355903.

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.