Profit Sharing · DOL Form 5500 · 2023

Law Offices of Fredrick H. Stern Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
48th
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
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Official DOL plan name: Law Offices of Fredrick H. Stern Retirement Plan · Sponsored by Law Offices of Fredrick H. Stern · California · Professional & Technical Services

$6M in assets, 2 participants

Law Offices of Fredrick H. Stern's Law Offices of Fredrick H. Stern Retirement Plan reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,309 in Professional & Technical Services (20,321 peers)

Law Offices of Fredrick H. Stern multi-year trail

Law Offices of Fredrick H. Stern's plans moved +23.8% in assets from 2022 to 2024; this filing shows Law Offices of Fredrick H. Stern Retirement Plan at $6M / 2 participants.

#9,309
in Professional & Technical Services (20,321 peers)
+11.5%
assets growth YoY

Law Offices of Fredrick H. Stern Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Law Offices of Fredrick H. Stern Retirement Plan vs every filed plan by assets

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

$5,939,607 48th percentile higher than 48% 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

Law Offices of Fredrick H. Stern Retirement Plan among micro filed plans by headcount

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Law Offices of Fredrick H. Stern Retirement Plan reported net income rose from -$629K in the plan year 2022 filing to $612K in the plan year 2023 filing.
  • Law Offices of Fredrick H. Stern Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953926383 · Law Offices of Fredrick H. Stern PY 2023 · Profit Sharing

Law Offices of Fredrick H. Stern Retirement Plan · $6M · 2 · 48th

  • RANK $6M
  • RANK 2
  • RANK 48th
  • RANK Profit Sharing
  • RANK near Mr Chester R Burkett Basic
  • RANK ind #9309

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 California →

Law Offices of Fredrick H. Stern Retirement Plan in the asset neighbourhood

Geier & Geier Inc. Retirement PlanGeier & Geier Inc. Retiremen…$6MMiklos Foot and Ankle Specialists, P. C. Employees Profit Sharing PlanMiklos Foot and Ankle Specia…$6MStarnet Emergency Services Employees' Retirement and Savings PlanStarnet Emergency Services E…$6MLaw Offices of Fredrick H. Stern Retirement PlanLaw Offices of Fredrick H. S…$6MMr Chester R Burkett Basic$6M
End-of-year total assets ($M) among Law Offices of Fredrick H. Stern Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Law Offices of Fredrick H. Stern multi-year asset trail

Sponsor-wide plan assets over time

All Law Offices of Fredrick H. Stern plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.79705048283547% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.33M $6.59M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $6M
2024 1 2 $7M

Law Offices of Fredrick H. Stern filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$612K
Employer EIN953926383
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Law Offices of Fredrick H. Stern Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Law Offices of Fredrick H. Stern Retirement Plan, Total assets ($B): 0.005939607 · Participants: 2Law Offices of Fredrick H. Stern Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Law Offices of Fredrick H. Stern Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Law Offices of Fredrick H. Stern Retirement Plan side-by-side with 3 peers →

Law Offices of Fredrick H. Stern Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Mr Chester R Burkett Basic in IN ($6M); 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 Law Offices of Fredrick H. Stern Retirement Plan assets move in 2023? ▼
Law Offices of Fredrick H. Stern Retirement Plan grew at a solid clip - up 11.5% during 2023, from $5M to $6M. Reported net income was $612K.
How have Law Offices of Fredrick H. Stern plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Law Offices of Fredrick H. Stern's sponsor-wide assets grew 23.8%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Law Offices of Fredrick H. Stern Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mr Chester R Burkett Basic in IN ($6M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Law Offices of Fredrick H. Stern Retirement Plan? ▼
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 953926383.

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.