401(k) · DOL Form 5500 · 2023

Butler, Shine, Stern & Partners, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
63
Participants Small participant base
69th
Percentile by assets National rank
$254,936
Avg per participant Above avg balance/head
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Official DOL plan name: Butler, Shine, Stern & Partners, LLC 401(k) Plan · Sponsored by Butler, Shine, Stern & Partners, LLC · California · Professional & Technical Services

$16M in assets, 63 participants

Butler, Shine, Stern & Partners, LLC's Butler, Shine, Stern & Partners, LLC 401(k) Plan reported $16M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,812 in Professional & Technical Services (20,321 peers)

Butler, Shine, Stern & Partners, LLC multi-year trail

Butler, Shine, Stern & Partners, LLC's plans moved +15.2% in assets from 2022 to 2024; this filing shows Butler, Shine, Stern & Partners, LLC 401(k) Plan at $16M / 63 participants.

#13,812
in Professional & Technical Services (20,321 peers)
+11.5%
assets growth YoY

Butler, Shine, Stern & Partners, LLC 401(k) Plan's outsized position by total assets

Butler, Shine, Stern & Partners, LLC 401(k) Plan vs every filed plan by assets

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

$16,060,984 Top 31% higher than 69% 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

Butler, Shine, Stern & Partners, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Butler, Shine, Stern & Partners, LLC 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Butler, Shine, Stern & Partners, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Butler, Shine, Stern & Partners, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352194998 · Butler, Shine, Stern & Partners, LLC PY 2023 · 401(k)

Butler, Shine, Stern & Partners, LLC 401(k) Plan · $16M · 63 · 69th

  • PART $16M
  • PART 63
  • PART 69th
  • PART 401(k)
  • PART near Tracey Road Equipment, Inc. Employees 401(k) and Psp
  • PART ind #13812

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 California →

Butler, Shine, Stern & Partners, LLC 401(k) Plan in the asset neighbourhood

Butler, Shine, Stern & Partners, LLC 401(k) PlanButler, Shine, Stern & Partn…$16MTracey Road Equipment, Inc. Employees 401(k) and PspTracey Road Equipment, Inc. …$16MCo-Op 401(k) Plan$16MEfficient Capital Management, LLC 401(k) PlanEfficient Capital Management…$16MTroy Design & Manufacturing Co. Bargaining Unit 401(k) PlanTroy Design & Manufacturing …$16M
End-of-year total assets ($M) among Butler, Shine, Stern & Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Butler, Shine, Stern & Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Butler, Shine, Stern & Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 15.19103504024229% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.4M $16.6M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 63 $14M
2023 1 63 $16M
2024 1 52 $17M

Butler, Shine, Stern & Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN352194998
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Butler, Shine, Stern & Partners, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Butler, Shine, Stern & Partners, LLC 401(k) Plan, Total assets ($B): 0.016060984 · Participants: 63Butler, Shine, Stern & Partners, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Butler, Shine, Stern & Partners, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Butler, Shine, Stern & Partners, LLC 401(k) Plan side-by-side with 3 peers →

Butler, Shine, Stern & Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tracey Road Equipment, Inc. Employees 401(k) and Psp in NY ($16M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Butler, Shine, Stern & Partners, LLC 401(k) Plan assets move in 2023? ▼
Butler, Shine, Stern & Partners, LLC 401(k) Plan grew at a solid clip - up 11.5% during 2023, from $14M to $16M. Reported net income was $2M.
How have Butler, Shine, Stern & Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Butler, Shine, Stern & Partners, LLC's sponsor-wide assets grew 15.2%, from $14M to $17M.
Which 401(k) plans are similar in size to Butler, Shine, Stern & Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tracey Road Equipment, Inc. Employees 401(k) and Psp in NY ($16M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Butler, Shine, Stern & Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants, N/A 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 352194998.

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.