401(k) · DOL Form 5500 · 2023

Jacob Stern & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
100
Participants Small participant base
77th
Percentile by assets National rank
$259,119
Avg per participant Above avg balance/head
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Official DOL plan name: Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan · Sponsored by Jacob Stern & Sons, Inc. · California · Wholesale Trade

$26M in assets, 100 participants

Jacob Stern & Sons, Inc.'s Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan reported $26M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,766 in Wholesale Trade (6,309 peers)

Coverage in California

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $26M.

#4,766
in Wholesale Trade (6,309 peers)
+21.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,911,907 Top 23% higher than 77% 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

Jacob Stern & Sons, Inc. 401(k) 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. Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan reported participants rose from 80 in the plan year 2022 filing to 100 in the plan year 2023 filing.
  • Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232150415 · Jacob Stern & Sons, Inc. PY 2023 · 401(k)

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan · $26M · 100 · 77th

  • 5500 $26M
  • 5500 100
  • 5500 77th
  • 5500 401(k)
  • 5500 near Drury Southwest, Inc.
  • 5500 ind #4766

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 Wholesale Trade retirement plans → · Plans in California →

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jacob Stern & Sons, Inc. 401(k) Profit Sharing PlanJacob Stern & Sons, Inc. 401…$26MDrury Southwest, Inc.$26ME.I. Microcircuits 401(k) Profit Sharing PlanE.I. Microcircuits 401(k) Pr…$26MInspirus Credit Union 401(k) PlanInspirus Credit Union 401(k)…$26MLobar Retirement Plan$26M
End-of-year total assets ($M) among Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN232150415
Plan Effective Date1952-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacob Stern & Sons, Inc.)

Sponsor-wide plan assets over time

All Jacob Stern & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 29.025922360130362% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 80 $21M
2023 1 100 $26M
2024 1 105 $27M

Nearby 401(k) Plans in California

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

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.025911907 · Participants: 100Jacob Stern & Sons, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Drury Southwest, Inc. in MO ($26M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.6% during 2023, from $21M to $26M. Reported net income was $5M.
How have Jacob Stern & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacob Stern & Sons, Inc.'s sponsor-wide assets grew 29.0%, from $21M to $27M.
Where does Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Drury Southwest, Inc. in MO ($26M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 232150415.

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.