Profit Sharing · DOL Form 5500 · 2023

H. Michael Stern Profit Sharing Plan

Data updated 2026-08-25

$986K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$493,244
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: H. Michael Stern, Esquire · Sponsored by H. Michael Stern · New York · Professional & Technical Services

$986K in assets, 2 participants

H. Michael Stern's H. Michael Stern, Esquire reported $986K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,791 in Professional & Technical Services (20,321 peers)

2023 asset change

H. Michael Stern, Esquire surged 56.7% in 2023 ($629K → $986K) for 2 participants.

#3,791
in Professional & Technical Services (20,321 peers)
+56.7%
assets growth YoY

H. Michael Stern, Esquire among the smaller filed plans by assets

H. Michael Stern, Esquire vs every filed plan by assets

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

$986,488 24th percentile higher than 24% 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

H. Michael Stern, Esquire among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H. Michael Stern, Esquire is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H. Michael Stern, Esquire reported net income rose from -$222K in the plan year 2022 filing to $357K in the plan year 2023 filing.
  • H. Michael Stern, Esquire end-of-year assets rose from $629K in the plan year 2022 filing to $986K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112923879 · H. Michael Stern PY 2023 · Profit Sharing

H. Michael Stern, Esquire · $986K · 2 · 24th

  • PART $986K
  • TYPE 2
  • NET 24th
  • BOOK Profit Sharing
  • VS-ST near Mdf Profit Sharing Retirement Plan
  • BOY ind #3791

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 New York →

H. Michael Stern, Esquire in the asset neighbourhood

H. Michael Stern, Esquire$986KMdf Profit Sharing Retirement PlanMdf Profit Sharing Retiremen…$986KKatz, Fram & Co., a Prof Corp 401(k) Profit Sharing PlanKatz, Fram & Co., a Prof Cor…$987KPalmetto Reality Corporation 401(k) TrustPalmetto Reality Corporation…$987KVander Male Builders Inc Profit Sharing PlanVander Male Builders Inc Pro…$987K
End-of-year total assets ($M) among H. Michael Stern, Esquire and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

H. Michael Stern years around the 2023 move

Sponsor-wide plan assets over time

All H. Michael Stern plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.63M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $629K
2023 1 2 $986K
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$629K
Net Assets (End of Year)$986K
Net Income$357K
Employer EIN112923879
Plan Effective Date1989-12-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

H. Michael Stern, Esquire vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants H. Michael Stern, Esquire, Total assets ($B): 0.000986488 · Participants: 2H. Michael Stern, EsquireAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
H. Michael Stern, Esquire vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare H. Michael Stern, Esquire side-by-side with 3 peers →

H. Michael Stern, Esquire's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Mdf Profit Sharing Retirement Plan in PR ($986K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 H. Michael Stern, Esquire assets move in 2023? ▼
H. Michael Stern, Esquire surged - up 56.7% during 2023, from $629K to $986K. Reported net income was $357K.
Where does H. Michael Stern, Esquire rank by assets among Form 5500 filers? ▼
H. Michael Stern, Esquire ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to H. Michael Stern, Esquire? ▼
Among Profit Sharing plans in other states, the closest by assets is Mdf Profit Sharing Retirement Plan in PR ($986K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to H. Michael Stern, Esquire? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 112923879.

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.