401(k) · DOL Form 5500 · 2023

Fein, Such, Kahn & Shepard, P.C. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
128
Participants Small participant base
65th
Percentile by assets National rank
$103,283
Avg per participant Below avg balance/head
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Official DOL plan name: Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan · Sponsored by Fein, Such, Kahn & Shepard, P.C. · New Jersey · Professional & Technical Services

$13M in assets, 128 participants

Fein, Such, Kahn & Shepard, P.C.'s Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan reported $13M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,973 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan covers 128 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $13M.

#12,973
in Professional & Technical Services (20,321 peers)
+11.0%
assets growth YoY

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$13,220,242 Top 35% higher than 65% 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

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement 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. Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan reported participants fell from 264 in the plan year 2022 filing to 128 in the plan year 2023 filing.
  • Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 223140786 · Fein, Such, Kahn & Shepard, P.C. PY 2023 · 401(k)

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan · $13M · 128 · 65th

  • TYPE $13M
  • NET 128
  • BOOK 65th
  • VS-ST 401(k)
  • BOY near Abonmarche Consultants, Inc. 401(k) Plan
  • SCH ind #12973

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 Jersey →

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan in the asset neighbourhood

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement PlanFein, Such, Kahn & Shepard, …$13MAbonmarche Consultants, Inc. 401(k) PlanAbonmarche Consultants, Inc.…$13MEdgar Snyder & Associates 401(k) Profit Sharing PlanEdgar Snyder & Associates 40…$13MShakespeare 401(k) Plan$13MNorth Bridge Venture Management 401(k) PlanNorth Bridge Venture Managem…$13M
End-of-year total assets ($M) among Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN223140786
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fein, Such, Kahn & Shepard, P.C.)

Sponsor-wide plan assets over time

All Fein, Such, Kahn & Shepard, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.652932961480293% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $11.9M $14.8M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 264 $12M
2023 1 128 $13M
2024 1 124 $15M

Nearby 401(k) Plans in New Jersey

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

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan, Total assets ($B): 0.013220242 · Participants: 128Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Abonmarche Consultants, Inc. 401(k) Plan in MI ($13M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan assets move in 2023? ▼
Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan grew at a solid clip - up 11.0% during 2023, from $12M to $13M. Reported net income was $1M.
How have Fein, Such, Kahn & Shepard, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fein, Such, Kahn & Shepard, P.C.'s sponsor-wide assets grew 24.7%, from $12M to $15M.
Which 401(k) plans are similar in size to Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abonmarche Consultants, Inc. 401(k) Plan in MI ($13M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 223140786.

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.