401(k) · DOL Form 5500 · 2023

Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Plan

Data updated 2026-08-25

$856K
Total assets Small plan by assets: N/A
Participants Small participant base: 22nd
Percentile by assets National rank

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Official DOL plan name: Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan · Sponsored by Kern, Augustine, Conroy & Schoppmann, P.C. · New York · Professional & Technical Services

$856K in assets, N/A participants

Kern, Augustine, Conroy & Schoppmann, P.C.'s Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan reported $856K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#3,537 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan holds $856K for N/A participants, among the smaller plans by assets on file.

#3,537
in Professional & Technical Services (20,321 peers): +0.8%
assets growth YoY

Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan among the smaller filed plans by assets

Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan vs every filed plan by assets

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

$856,380 22nd percentile higher than 22% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan reported net income rose from -$191K in the plan year 2022 filing to $6K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222365970 · Kern, Augustine, Conroy & Schoppmann, P.C. PY 2023 · 401(k)

Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan · $856K · N/A · 22nd

ASSETS $856K
PCT N/A
EIN 22nd
RANK 401(k)
PHOTO near Quality Group Homes Inc 401(k) Profit Sharing Plan & Trust
IND ind #3537

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 →

End-of-year total assets ($M) among Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$850K
Net Assets (End of Year)	$856K
Net Income	$6K
Employer EIN	222365970
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kern, Augustine, Conroy & Schoppmann, P.C.)

Latest sponsor-wide plan assets: $918K 7.967675180030047% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$850K
2023	1	N/A	$856K
2024	1	N/A	$918K

Nearby 401(k) Plans in New York

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

Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan side-by-side with 3 peers →

Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan's closest out-of-state 401(k) peers by assets

Outside New York, the nearest 401(k) by end-of-year assets is Quality Group Homes Inc 401(k) Profit Sharing Plan & Trust in CA at $856K (this filing: $856K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($856K here).

Quality Group Homes Inc 401(k) Profit Sharing Plan & Trust (CA) $856K · 150
Thomas C. Bostwick 401(k) Plan (OR) $856K · N/A
Tpmc Realty Corporation 401(k) Plan (TX) $856K · 2
Savant Learning Systems, Inc. 401(k) Plan (TN) $857K · 46

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 Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan assets move in 2023? ▼

Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan held essentially flat - up 0.8% during 2023, from $850K to $856K. Reported net income was $6K.

How have Kern, Augustine, Conroy & Schoppmann, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kern, Augustine, Conroy & Schoppmann, P.C.'s sponsor-wide assets grew 8.0%, from $850K to $918K.

Where does Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan rank by assets among Form 5500 filers? ▼

Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan ranks in the 22nd 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 Kern, Augustine, Conroy & Schoppmann, P.C. 401(k) Ps Plan? ▼

Among 401(k) plans in other states, the closest by assets is Quality Group Homes Inc 401(k) Profit Sharing Plan & Trust in CA ($856K, 150 participants).

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 222365970.