401(k) · DOL Form 5500 · 2023

Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Plan

Data updated 2026-08-11

$159M
Total assets
425
Participants
94th
Percentile by assets
$375,169
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$159M
total plan assets (2023 EOY)
425
covered participants
94th
percentile by assets (of 127,072 plans)
$375,169
avg assets per participant

Where Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
District of Columbia
Industry
Professional & Technical Services

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan reports 425 participants - about 29% of that state average ($159M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$159M
Net Income$34M
Employer EIN521193988
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterne Kessler Goldstein & Fox P.L.L.C.)

$100M$120M$140M$160M$180M$200M 202220232024 $125M $189M ▲ +51.0%
Total plan assets by year, all Sterne Kessler Goldstein & Fox P.L.L.C. plans on file
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.

Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Sterne Kessler Golds…, Total assets ($B): 0.159446785 · Participants: 425Sterne Kessler Golds…Danaher Corporation …, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation …Geico 401(k) Savings…, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings…Federal National Mor…, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mor…Finra Savings Plus P…, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus P…Hogan Lovells US LLP…, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP…
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Sterne Kessler Goldstein & Fox P.L.L.C. … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan assets move in 2023? ▼
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan grew sharply - up 27.5% during 2023, from $125M to $159M. Reported net income was $34M.
How have Sterne Kessler Goldstein & Fox P.L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterne Kessler Goldstein & Fox P.L.L.C.'s sponsor-wide assets grew 51.0%, from $125M to $189M.
Where does Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pennsylvania State Employees Credit Union 401(k) Retirement Plan in PA ($159M, 797 participants).

Next read for Sterne Kessler Goldstein & Fox P.L.L.C. …

Filing takeaways

Ways to act on Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan's numbers.

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 521193988.

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.