401(k) · DOL Form 5500 · 2023
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 425
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $375,169
- Avg per participant High balance/head
Official DOL plan name: Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan · Sponsored by Sterne Kessler Goldstein & Fox P.L.L.C. · District of Columbia · Professional & Technical Services
$159M in assets, 425 participants
Sterne Kessler Goldstein & Fox P.L.L.C.'s Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan reported $159M in total assets and 425 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,312 in Professional & Technical Services (20,321 peers)
Coverage in District of Columbia
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan covers 425 participants in District of Columbia, about 29% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $159M.
- #19,312
- in Professional & Technical Services (20,321 peers)
- +27.5%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan's outsized position by total assets
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$159,446,785 Top 6% higher than 94% 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
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings 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. Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan sits mid-pack in the medium band (425 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan reported net income rose from -$25M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan end-of-year assets rose from $125M in the plan year 2022 filing to $159M in the plan year 2023 filing.
- Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan reported participants rose from 393 in the plan year 2022 filing to 425 in the plan year 2023 filing.
DOL schedule card
Filing strip 521193988 · Sterne Kessler Goldstein & Fox P.L.L.C. PY 2023 · 401(k)
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan · $159M · 425 · 94th
- PHOTO $159M
- PHOTO 425
- PHOTO 94th
- PHOTO 401(k)
- PHOTO near Pennsylvania State Employees Credit Union 401(k) Retirement Plan
- PHOTO ind #19312
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 District of Columbia →
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | $34M |
| Employer EIN | 521193988 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sterne Kessler Goldstein & Fox P.L.L.C.)
Sponsor-wide plan assets over time
All Sterne Kessler Goldstein & Fox P.L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $189M 50.980987888349624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 393 | $125M |
| 2023 | 1 | 425 | $159M |
| 2024 | 1 | 454 | $189M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Pennsylvania State Employees Credit Union 401(k) Retirement Plan in PA ($159M); by covered participants it is Restaurants of America Retirement Plan in CO (425 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
- Pennsylvania State Employees Credit Union 401(k) Retirement Plan (PA) $159M · 797
- Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan (NC) $159M · 1,074
- Kodak Alaris Retirement Savings Plan (NY) $159M · 808
- Ats Corporation 401(k) Retirement (OH) $159M · 1,534
Similar participant headcount
Nearest other-state filings by covered participants (425 participants); asset peers above are excluded.
- Restaurants of America Retirement Plan (CO) 425 · 0 off
- Accesso 401(k) Retirement Plan (FL) 425 · 0 off
- Glencoe Regional Health Services 401(k) Retirement Plan (MN) 425 · 0 off
- Reinhold Electric, Inc. Employee Profit Sharing & 401(k) Plan (MO) 425 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.