401(k) · DOL Form 5500 · 2023

Stern Therapy Consultants, LLC 401(k) Plan

Data updated 2026-08-25

$549K
Total assets Small plan by assets
1,857
Participants Near avg headcount
19th
Percentile by assets National rank
$296
Avg per participant Low balance/head
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Official DOL plan name: Stern Therapy Consultants, LLC 401(k) Plan · Sponsored by Stern Therapy Consultants, LLC · New York · Healthcare & Social Assistance

$549K in assets, 1,857 participants

Stern Therapy Consultants, LLC's Stern Therapy Consultants, LLC 401(k) Plan reported $549K in total assets and 1,857 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,482 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Stern Therapy Consultants, LLC 401(k) Plan covers 1,857 participants in New York, 2.3x the typical New York plan (state average ~798 per filing). Assets: $549K.

#2,482
in Healthcare & Social Assistance (17,684 peers)
+48.9%
assets growth YoY

Stern Therapy Consultants, LLC 401(k) Plan among the smaller filed plans by assets

Stern Therapy Consultants, LLC 401(k) Plan vs every filed plan by assets

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

$549,258 19th percentile higher than 19% 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

Stern Therapy Consultants, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stern Therapy Consultants, LLC 401(k) Plan lands in the large band (1,857 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stern Therapy Consultants, LLC 401(k) Plan reported participants rose from 745 in the plan year 2022 filing to 1,857 in the plan year 2023 filing.
  • Stern Therapy Consultants, LLC 401(k) Plan reported net income fell from $730K in the plan year 2022 filing to $180K in the plan year 2023 filing.
  • Stern Therapy Consultants, LLC 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $549K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463265648 · Stern Therapy Consultants, LLC PY 2023 · 401(k)

Stern Therapy Consultants, LLC 401(k) Plan · $549K · 1,857 · 19th

  • NET $549K
  • NET 1,857
  • NET 19th
  • NET 401(k)
  • NET near Rj Sutton, Inc. 401(k) Plan
  • NET ind #2482

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Stern Therapy Consultants, LLC 401(k) Plan in the asset neighbourhood

Stern Therapy Consultants, LLC 401(k) PlanStern Therapy Consultants, L…$549KRj Sutton, Inc. 401(k) Plan$549KSigma Self Storage, Inc. 401(k) Profit Sharing PlanSigma Self Storage, Inc. 401…$549KRrim Investments Retirement PlanRrim Investments Retirement …$549KAnchor Bay Capital Inc 401(k) Profit Sharing Plan & TrustAnchor Bay Capital Inc 401(k…$549K
End-of-year total assets ($M) among Stern Therapy Consultants, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$369K
Net Assets (End of Year)$546K
Net Income$180K
Employer EIN463265648
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stern Therapy Consultants, LLC)

Sponsor-wide plan assets over time

All Stern Therapy Consultants, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 166.7740822406006% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.36M $3.63M ▲ +166.9%
Year Plans Participants Total Assets
2022 1 745 $1M
2023 2 2,873 $2M
2024 1 1,968 $4M

Nearby 401(k) Plans in New York

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

Stern Therapy Consultants, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Stern Therapy Consultants, LLC 401(k) Plan, Total assets ($B): 0.000549258 · Participants: 1857Stern Therapy Consultants, LLC 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
Stern Therapy Consultants, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Stern Therapy Consultants, LLC 401(k) Plan side-by-side with 3 peers →

Stern Therapy Consultants, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rj Sutton, Inc. 401(k) Plan in AR ($549K); by covered participants it is Hb Global 401(k) Plan in PA (1,857 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,857 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 Stern Therapy Consultants, LLC 401(k) Plan assets move in 2023? ▼
Stern Therapy Consultants, LLC 401(k) Plan surged - up 48.9% during 2023, from $369K to $549K. Reported net income was $180K.
How have Stern Therapy Consultants, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stern Therapy Consultants, LLC's sponsor-wide assets grew 166.8%, from $1M to $4M.
Where does Stern Therapy Consultants, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Stern Therapy Consultants, LLC 401(k) Plan ranks in the 19th 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 401(k) plans are similar in size to Stern Therapy Consultants, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rj Sutton, Inc. 401(k) Plan in AR ($549K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Stern Therapy Consultants, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hb Global 401(k) Plan in PA (1,857 participants, $93M 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 463265648.

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.