401(k) · DOL Form 5500 · 2023

Mclaughlin & Stern, LLP 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
186
Participants Below avg headcount
87th
Percentile by assets National rank
$297,728
Avg per participant High balance/head
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Official DOL plan name: Mclaughlin & Stern, LLP 401(k) Plan · Sponsored by Mclaughlin & Stern, LLP · New York · Professional & Technical Services

$55M in assets, 186 participants

Mclaughlin & Stern, LLP's Mclaughlin & Stern, LLP 401(k) Plan reported $55M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,820 in Professional & Technical Services (20,321 peers)

Coverage in New York

Mclaughlin & Stern, LLP 401(k) Plan covers 186 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $55M.

#17,820
in Professional & Technical Services (20,321 peers)
+15.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mclaughlin & Stern, LLP 401(k) Plan's outsized position by total assets

Mclaughlin & Stern, LLP 401(k) Plan vs every filed plan by assets

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

$55,377,327 Top 13% higher than 87% 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

Mclaughlin & Stern, LLP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mclaughlin & Stern, LLP 401(k) Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mclaughlin & Stern, LLP 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mclaughlin & Stern, LLP 401(k) Plan end-of-year assets rose from $48M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Mclaughlin & Stern, LLP 401(k) Plan reported participants rose from 169 in the plan year 2022 filing to 186 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132993028 · Mclaughlin & Stern, LLP PY 2023 · 401(k)

Mclaughlin & Stern, LLP 401(k) Plan · $55M · 186 · 87th

  • EBSA $55M
  • PART 186
  • TYPE 87th
  • NET 401(k)
  • BOOK near Jf Acquisition, LLC 401(k) Plan
  • VS-ST ind #17820

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 →

Mclaughlin & Stern, LLP 401(k) Plan in the asset neighbourhood

Spin Master 401(k) Plan$55MMclaughlin & Stern, LLP 401(k) PlanMclaughlin & Stern, LLP 401(…$55MJf Acquisition, LLC 401(k) PlanJf Acquisition, LLC 401(k) P…$55MOnpoint Group, LLC 401(k) PlanOnpoint Group, LLC 401(k) Pl…$55MWelch Bros., Inc. Profit Sharing PlanWelch Bros., Inc. Profit Sha…$55M
End-of-year total assets ($M) among Mclaughlin & Stern, LLP 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)$48M
Net Assets (End of Year)$55M
Net Income$8M
Employer EIN132993028
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mclaughlin & Stern, LLP)

Sponsor-wide plan assets over time

All Mclaughlin & Stern, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$65M 36.13753966967642% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $47.8M $65.1M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 169 $48M
2023 1 186 $55M
2024 1 177 $65M

Nearby 401(k) Plans in New York

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

Mclaughlin & Stern, LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mclaughlin & Stern, LLP 401(k) Plan, Total assets ($B): 0.055377327 · Participants: 186Mclaughlin & Stern, LLP 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
Mclaughlin & Stern, LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mclaughlin & Stern, LLP 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Jf Acquisition, LLC 401(k) Plan in NC ($55M); by covered participants it is Knock, Inc 401(k) Plan in WA (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Mclaughlin & Stern, LLP 401(k) Plan assets move in 2023? ▼
Mclaughlin & Stern, LLP 401(k) Plan grew sharply - up 15.8% during 2023, from $48M to $55M. Reported net income was $8M.
How have Mclaughlin & Stern, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mclaughlin & Stern, LLP's sponsor-wide assets grew 36.1%, from $48M to $65M.
Where does Mclaughlin & Stern, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Mclaughlin & Stern, LLP 401(k) Plan ranks in the 87th 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 Mclaughlin & Stern, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jf Acquisition, LLC 401(k) Plan in NC ($55M, 1,197 participants).
Which 401(k) plans cover a similar participant headcount to Mclaughlin & Stern, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knock, Inc 401(k) Plan in WA (186 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 132993028.

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.