401(k) · DOL Form 5500 · 2023

The Koniver Stern Group, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
3
Participants Small participant base
61st
Percentile by assets National rank
$3.8M
Avg per participant High balance/head
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Official DOL plan name: Koniver Stern Group, Inc. 401(k) Plan and Trust · Sponsored by The Koniver Stern Group, Inc. · Florida · Real Estate

$11M in assets, 3 participants

The Koniver Stern Group, Inc.'s Koniver Stern Group, Inc. 401(k) Plan and Trust reported $11M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,701 in Real Estate (4,727 peers)

What the 2023 filing shows

Koniver Stern Group, Inc. 401(k) Plan and Trust holds $11M for 3 participants - about $3.8M per participant, above the median plan by assets.

#3,701
in Real Estate (4,727 peers)
-6.5%
assets change YoY

The plan reported a net loss of $782K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Koniver Stern Group, Inc. 401(k) Plan and Trust's mid-pack asset rank among Real Estate and all filers

Koniver Stern Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$11,305,049 Top 39% higher than 61% 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

Koniver Stern Group, Inc. 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koniver Stern Group, Inc. 401(k) Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koniver Stern Group, Inc. 401(k) Plan and Trust reported net income fell from $1M in the plan year 2022 filing to -$782K in the plan year 2023 filing.
  • Koniver Stern Group, Inc. 401(k) Plan and Trust end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650373847 · The Koniver Stern Group, Inc. PY 2023 · 401(k)

Koniver Stern Group, Inc. 401(k) Plan and Trust · $11M · 3 · 61st

  • SCH $11M
  • SCH 3
  • SCH 61st
  • SCH 401(k)
  • SCH near Legacy Alliance, Inc. 401(k) Plan
  • SCH ind #3701

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 Real Estate retirement plans → · Plans in Florida →

Koniver Stern Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

Koniver Stern Group, Inc. 401(k) Plan and TrustKoniver Stern Group, Inc. 40…$11MLegacy Alliance, Inc. 401(k) PlanLegacy Alliance, Inc. 401(k)…$11MSouthland Concrete Corporation 401(k) PlanSouthland Concrete Corporati…$11MPotrero Distilling Holdings Retirement PlanPotrero Distilling Holdings …$11MSkilled Care Pharmacy, Inc. 401(k) PlanSkilled Care Pharmacy, Inc. …$11M
End-of-year total assets ($M) among Koniver Stern Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$782K
Employer EIN650373847
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Koniver Stern Group, Inc.)

Sponsor-wide plan assets over time

All The Koniver Stern Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 3.8499442468711154% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M 202220232024 $12.1M $11.6M ▼ -3.9%
Year Plans Participants Total Assets
2022 1 3 $12M
2023 1 3 $11M
2024 1 2 $12M

Nearby 401(k) Plans in Florida

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

Koniver Stern Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Koniver Stern Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.011305049 · Participants: 3Koniver Stern Group, Inc. 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Koniver Stern Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Koniver Stern Group, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Koniver Stern Group, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Legacy Alliance, Inc. 401(k) Plan in CA ($11M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Koniver Stern Group, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Koniver Stern Group, Inc. 401(k) Plan and Trust pulled back noticeably - down 6.5% during 2023, from $12M to $11M. Reported net income was -$782K.
How have The Koniver Stern Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Koniver Stern Group, Inc.'s sponsor-wide assets declined 3.8%, from $12M to $12M.
Which 401(k) plans are similar in size to Koniver Stern Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Legacy Alliance, Inc. 401(k) Plan in CA ($11M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Koniver Stern Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 650373847.

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.