401(k) · DOL Form 5500 · 2023

Stoll Keenon Ogden PLLC 401(k) Plan

Data updated 2026-08-25

$160M
Total assets Near avg plan size
256
Participants Below avg headcount
94th
Percentile by assets National rank
$624,243
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#19,313
in Professional & Technical Services (20,321 peers)
+18.2%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Stoll Keenon Ogden Profit Sharing Plan's outsized position by total assets

Stoll Keenon Ogden Profit Sharing Plan vs every filed plan by assets

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

$159,806,267 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

Stoll Keenon Ogden Profit Sharing 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. Stoll Keenon Ogden Profit Sharing Plan sits mid-pack in the medium band (256 participants).

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 →

Published 5500 schedule card

Filing strip 610421389 · Stoll Keenon Ogden PLLC PY 2023 · 401(k)

Stoll Keenon Ogden Profit Sharing Plan · $160M · 256 · 94th

  • EIN $160M
  • RANK 256
  • PHOTO 94th
  • IND 401(k)
  • EOY near Frankcrum Retirement Savings Plan
  • 5500 ind #19313

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 →

Stoll Keenon Ogden Profit Sharing Plan in the asset neighbourhood

Leo a. Daly Retirement Savings and Investment TrustLeo a. Daly Retirement Savin…$160MStoll Keenon Ogden Profit Sharing PlanStoll Keenon Ogden Profit Sh…$160MFrankcrum Retirement Savings PlanFrankcrum Retirement Savings…$160MConsolidated Precision Products Corp Retirement and Savings PlanConsolidated Precision Produ…$160MMedical Associates of Northwest Arkansas, P.a. 401(k) PlanMedical Associates of Northw…$160M
End-of-year total assets ($M) among Stoll Keenon Ogden Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Stoll Keenon Ogden PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$168M 24.199086950580824% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $135M $168M ▲ +24.2%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Stoll Keenon Ogden Profit Sharing Plan, Total assets ($B): 0.159806267 · Participants: 256Stoll Keenon Ogden Profit Sharing PlanCommonspirit 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
Stoll Keenon Ogden Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Stoll Keenon Ogden Profit Sharing Plan side-by-side with 3 peers →

Stoll Keenon Ogden Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Frankcrum Retirement Savings Plan in FL ($160M); by covered participants it is Nwsl Retirement Plan in IL (256 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (256 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 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).
Which 401(k) plans cover a similar participant headcount to Stoll Keenon Ogden Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (256 participants, $2M 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 610421389.

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.