401(k) · DOL Form 5500 · 2023

Stoll Keenon Ogden PLLC 401(k) Plan

Data updated 2026-08-11

$160M
Total assets
256
Participants
94th
Percentile by assets
$624,243
Avg per participant
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Official DOL plan name: Stoll Keenon Ogden Profit Sharing Plan · Sponsored by Stoll Keenon Ogden PLLC · Kentucky · Professional & Technical Services

$160M in assets, 256 participants

Stoll Keenon Ogden PLLC's Stoll Keenon Ogden Profit Sharing Plan reported $160M in total assets and 256 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)
  • #19,313 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

Stoll Keenon Ogden Profit Sharing Plan covers 256 participants in Kentucky, about 40% of the average Kentucky filer (state average ~647 per filing). Assets: $160M.

$160M
total plan assets (2023 EOY)
256
covered participants
94th
percentile by assets (of 127,072 plans)
$624,243
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stoll Keenon Ogden Profit Sharing Plan reported net income rose from -$24M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Stoll Keenon Ogden Profit Sharing Plan reported participants rose from 193 in the plan year 2022 filing to 256 in the plan year 2023 filing.
  • Stoll Keenon Ogden Profit Sharing Plan end-of-year assets rose from $135M in the plan year 2022 filing to $160M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Stoll Keenon Ogden Profit Sharing Plan reports 256 participants - about 40% of that state average ($160M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$160M
Net Income$25M
Employer EIN610421389
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoll Keenon Ogden PLLC)

$130M$140M$150M$160M$170M$180M 202220232024 $135M $168M ▲ +24.2%
Total plan assets by year, all Stoll Keenon Ogden PLLC plans on file
Year Plans Participants Total Assets
2022 1 193 $135M
2023 1 256 $160M
2024 1 245 $168M

Nearby 401(k) Plans in Kentucky

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

Stoll Keenon Ogden Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Stoll Keenon Ogden Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Stoll Keenon Ogden P…Commonspirit Health …Humana Retirement Sa…UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…Lexmark Savings Plan
Stoll Keenon Ogden Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stoll Keenon Ogden Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Stoll Keenon Ogden Profit Sharing Plan assets move in 2023?
Stoll Keenon Ogden Profit Sharing Plan grew sharply - up 18.2% during 2023, from $135M to $160M. Reported net income was $25M.
How have Stoll Keenon Ogden PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Stoll Keenon Ogden PLLC's sponsor-wide assets grew 24.2%, from $135M to $168M.
Where does Stoll Keenon Ogden Profit Sharing Plan rank by assets among Form 5500 filers?
Stoll Keenon Ogden Profit Sharing 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 Stoll Keenon Ogden Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Frankcrum Retirement Savings Plan in FL ($160M, 8,177 participants).

Filing takeaways

Ways to act on Stoll Keenon Ogden Profit Sharing Plan's numbers.