Profit Sharing · DOL Form 5500 · 2023

Stenger, Bies & Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
17
Participants Small participant base
49th
Percentile by assets National rank
$369,610
Avg per participant High balance/head
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Official DOL plan name: Stenger Bies & Co., Inc. Profit Sharing Plan · Sponsored by Stenger, Bies & Company, Inc. · Pennsylvania · Professional & Technical Services

$6M in assets, 17 participants

Stenger, Bies & Company, Inc.'s Stenger Bies & Co., Inc. Profit Sharing Plan reported $6M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,564 in Professional & Technical Services (20,321 peers)

2023 asset change

Stenger Bies & Co., Inc. Profit Sharing Plan grew sharply 20.9% in 2023 ($5M → $6M) for 17 participants.

#9,564
in Professional & Technical Services (20,321 peers)
+20.9%
assets growth YoY

Stenger Bies & Co., Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stenger Bies & Co., Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,283,376 49th percentile higher than 49% 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

Stenger Bies & Co., Inc. Profit Sharing 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. Stenger Bies & Co., Inc. Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stenger Bies & Co., Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stenger Bies & Co., Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Stenger Bies & Co., Inc. Profit Sharing Plan reported participants rose from 16 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251480041 · Stenger, Bies & Company, Inc. PY 2023 · Profit Sharing

Stenger Bies & Co., Inc. Profit Sharing Plan · $6M · 17 · 49th

  • IND $6M
  • EOY 17
  • 5500 49th
  • ASSETS Profit Sharing
  • PCT near Pediatric Associates of Norwood & Franklin, P.C. Profit Sharing Plan
  • EIN ind #9564

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 Pennsylvania →

Stenger Bies & Co., Inc. Profit Sharing Plan in the asset neighbourhood

Child Care Resource and Referral, Inc. Matched Savings Retirement PlanChild Care Resource and Refe…$6MLeonard Sahn, M.D., P.C. Profit Sharing TrustLeonard Sahn, M.D., P.C. Pro…$6MStenger Bies & Co., Inc. Profit Sharing PlanStenger Bies & Co., Inc. Pro…$6MPediatric Associates of Norwood & Franklin, P.C. Profit Sharing PlanPediatric Associates of Norw…$6MMetro Mayaguez Inc Dba Hospital Perea Retirement PlanMetro Mayaguez Inc Dba Hospi…$6M
End-of-year total assets ($M) among Stenger Bies & Co., Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Stenger, Bies & Company, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Stenger, Bies & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.2654614121896055% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.2M $5.13M ▼ -1.3%
Year Plans Participants Total Assets
2022 1 16 $5M
2023 1 17 $6M
2024 1 16 $5M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN251480041
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Stenger Bies & Co., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Stenger Bies & Co., Inc. Profit Sharing Plan, Total assets ($B): 0.006283376 · Participants: 17Stenger Bies & Co., Inc. Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Stenger Bies & Co., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Stenger Bies & Co., Inc. Profit Sharing Plan side-by-side with 3 peers →

Stenger Bies & Co., Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Pediatric Associates of Norwood & Franklin, P.C. Profit Sharing Plan in MA ($6M); by covered participants it is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Stenger Bies & Co., Inc. Profit Sharing Plan assets move in 2023? ▼
Stenger Bies & Co., Inc. Profit Sharing Plan grew sharply - up 20.9% during 2023, from $5M to $6M. Reported net income was $1M.
How have Stenger, Bies & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stenger, Bies & Company, Inc.'s sponsor-wide assets declined 1.3%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Stenger Bies & Co., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pediatric Associates of Norwood & Franklin, P.C. Profit Sharing Plan in MA ($6M, 35 participants).
Which Profit Sharing plans cover a similar participant headcount to Stenger Bies & Co., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 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 251480041.

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.