401(k) · DOL Form 5500 · 2023

Stites & Harbison 401(k) Plan

Data updated 2026-08-25

$170M
Total assets Near avg plan size
315
Participants Below avg headcount
94th
Percentile by assets National rank
$540,539
Avg per participant High balance/head
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Official DOL plan name: Stites & Harbison, PLLC Restated Security Plan I · Sponsored by Stites & Harbison · Kentucky · Professional & Technical Services

$170M in assets, 315 participants

Stites & Harbison's Stites & Harbison, PLLC Restated Security Plan I reported $170M in total assets and 315 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.

  • #19,363 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

Stites & Harbison, PLLC Restated Security Plan I covers 315 participants in Kentucky, about 49% of the average Kentucky filer (state average ~647 per filing). Assets: $170M.

#19,363
in Professional & Technical Services (20,321 peers)
+9.9%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Stites & Harbison, PLLC Restated Security Plan I's outsized position by total assets

Stites & Harbison, PLLC Restated Security Plan I vs every filed plan by assets

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

$170,269,660 Top 6% higher than 94% 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

Stites & Harbison, PLLC Restated Security Plan I 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. Stites & Harbison, PLLC Restated Security Plan I sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stites & Harbison, PLLC Restated Security Plan I reported net income rose from -$34M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Stites & Harbison, PLLC Restated Security Plan I end-of-year assets rose from $155M in the plan year 2022 filing to $170M in the plan year 2023 filing.
  • Stites & Harbison, PLLC Restated Security Plan I reported participants rose from 293 in the plan year 2022 filing to 315 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610680249 · Stites & Harbison PY 2023 · 401(k)

Stites & Harbison, PLLC Restated Security Plan I · $170M · 315 · 94th

  • BOOK $170M
  • VS-ST 315
  • BOY 94th
  • SCH 401(k)
  • EBSA near Sps Commerce, Inc. 401(k) Retirement Savings Plan
  • PART ind #19363

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 Kentucky →

Stites & Harbison, PLLC Restated Security Plan I in the asset neighbourhood

Situsamc 401(k) Plan$170MStites & Harbison, PLLC Restated Security Plan IStites & Harbison, PLLC Rest…$170MSps Commerce, Inc. 401(k) Retirement Savings PlanSps Commerce, Inc. 401(k) Re…$170MAlerus Financial Corporation Safe Harbor 401(k) PlanAlerus Financial Corporation…$170MAtlas Roofing Corporation 401(k) Profit Sharing PlanAtlas Roofing Corporation 40…$170M
End-of-year total assets ($M) among Stites & Harbison, PLLC Restated Security Plan I and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$170M
Net Income$15M
Employer EIN610680249
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stites & Harbison)

Sponsor-wide plan assets over time

All Stites & Harbison plans reported in each filing year

Latest sponsor-wide plan assets
$184M 18.52996277029314% vs 2022
2024 filing year
$150M$160M$170M$180M$190M 202220232024 $155M $184M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 293 $155M
2023 1 315 $170M
2024 1 313 $184M

Nearby 401(k) Plans in Kentucky

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

Stites & Harbison, PLLC Restated Security Plan I vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Stites & Harbison, PLLC Restated Security Plan I, Total assets ($B): 0.17026966 · Participants: 315Stites & Harbison, PLLC Restated Security Plan ICommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Stites & Harbison, PLLC Restated Security Plan I vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Stites & Harbison, PLLC Restated Security Plan I side-by-side with 3 peers →

Stites & Harbison, PLLC Restated Security Plan I's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Sps Commerce, Inc. 401(k) Retirement Savings Plan in MN ($170M); by covered participants it is Surefire, LLC 401(k) Plan in CA (315 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($170M here).

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Stites & Harbison, PLLC Restated Security Plan I assets move in 2023? ▼
Stites & Harbison, PLLC Restated Security Plan I grew at a solid clip - up 9.9% during 2023, from $155M to $170M. Reported net income was $15M.
How have Stites & Harbison plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stites & Harbison's sponsor-wide assets grew 18.5%, from $155M to $184M.
Where does Stites & Harbison, PLLC Restated Security Plan I rank by assets among Form 5500 filers? ▼
Stites & Harbison, PLLC Restated Security Plan I 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 Stites & Harbison, PLLC Restated Security Plan I? ▼
Among 401(k) plans in other states, the closest by assets is Sps Commerce, Inc. 401(k) Retirement Savings Plan in MN ($170M, 1,708 participants).
Which 401(k) plans cover a similar participant headcount to Stites & Harbison, PLLC Restated Security Plan I? ▼
Among 401(k) plans in other states, the closest by covered participants is Surefire, LLC 401(k) Plan in CA (315 participants, $20M 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 610680249.

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.