401(k) · DOL Form 5500 · 2023

Shepardson Stern & Kaminsky, LLP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
48
Participants Small participant base
59th
Percentile by assets National rank
$216,570
Avg per participant Above avg balance/head
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Official DOL plan name: Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan · Sponsored by Shepardson Stern & Kaminsky, LLP · New York · Professional & Technical Services

$10M in assets, 48 participants

Shepardson Stern & Kaminsky, LLP's Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan reported $10M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,827 in Professional & Technical Services (20,321 peers)

Shepardson Stern & Kaminsky, LLP multi-year trail

Shepardson Stern & Kaminsky, LLP's plans moved +28.6% in assets from 2022 to 2024; this filing shows Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan at $10M / 48 participants.

#11,827
in Professional & Technical Services (20,321 peers)
+5.7%
assets growth YoY

Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$10,395,358 Top 41% higher than 59% 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

Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) 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. Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $557K in the plan year 2023 filing.
  • Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan reported participants rose from 43 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133710550 · Shepardson Stern & Kaminsky, LLP PY 2023 · 401(k)

Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan · $10M · 48 · 59th

  • BOY $10M
  • BOY 48
  • BOY 59th
  • BOY 401(k)
  • BOY near Alpha Measurement Solutions, LLC.
  • BOY ind #11827

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 →

Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan in the asset neighbourhood

Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) PlanShepardson Stern & Kaminsky,…$10MEnglish Gardens Group, Inc. 401(k) PlanEnglish Gardens Group, Inc. …$10MAlpha Measurement Solutions, LLC.Alpha Measurement Solutions,…$10MNavajo Technical University 401(k) Profit Sharing PlanNavajo Technical University …$10MGriffin Masonry, Inc. Retirement Savings PlanGriffin Masonry, Inc. Retire…$10M
End-of-year total assets ($M) among Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shepardson Stern & Kaminsky, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Shepardson Stern & Kaminsky, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.575866177596776% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.84M $12.7M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 43 $10M
2023 1 48 $10M
2024 1 42 $13M

Shepardson Stern & Kaminsky, LLP filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$557K
Employer EIN133710550
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan, Total assets ($B): 0.010395358 · Participants: 48Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Alpha Measurement Solutions, LLC. in TX ($10M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan assets move in 2023? ▼
Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan grew at a solid clip - up 5.7% during 2023, from $10M to $10M. Reported net income was $557K.
How have Shepardson Stern & Kaminsky, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepardson Stern & Kaminsky, LLP's sponsor-wide assets grew 28.6%, from $10M to $13M.
Which 401(k) plans are similar in size to Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpha Measurement Solutions, LLC. in TX ($10M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Shepardson Stern & Kaminsky, LLP Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M 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 133710550.

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.