401(k) · DOL Form 5500 · 2023

Pashman & Stein, PC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 112
Participants Small participant base: 72nd
Percentile by assets National rank: $175,387
Avg per participant Above avg balance/head

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Official DOL plan name: Pashman Stein 401(k) Plan · Sponsored by Pashman & Stein, PC · New Jersey · Professional & Technical Services

$20M in assets, 112 participants

Pashman & Stein, PC's Pashman Stein 401(k) Plan reported $20M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

#14,645 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Pashman Stein 401(k) Plan covers 112 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $20M.

#14,645
in Professional & Technical Services (20,321 peers): +26.9%
assets growth YoY

Pashman Stein 401(k) Plan's outsized position by total assets

Pashman Stein 401(k) Plan vs every filed plan by assets

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

$19,643,315 Top 28% higher than 72% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pashman Stein 401(k) 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. Pashman Stein 401(k) Plan sits mid-pack in the medium band (112 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 223384189 · Pashman & Stein, PC PY 2023 · 401(k)

Pashman Stein 401(k) Plan · $20M · 112 · 72nd

NET $20M
NET 112
NET 72nd
NET 401(k)
NET near National Board of Osteopathic Medical Examiners, Inc. 401(k) Plan
NET ind #14645

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 New Jersey →

End-of-year total assets ($M) among Pashman Stein 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$20M
Net Income	$4M
Employer EIN	223384189
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pashman & Stein, PC)

Latest sponsor-wide plan assets: $23M 14.73340421410541% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	112	$20M
2024	1	124	$23M

Nearby 401(k) Plans in New Jersey

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

Pashman Stein 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Pashman Stein 401(k) Plan side-by-side with 3 peers →

Pashman Stein 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is National Board of Osteopathic Medical Examiners, Inc. 401(k) Plan in IL ($20M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

National Board of Osteopathic Medical Examiners, Inc. 401(k) Plan (IL) $20M · 102
Brown Clinic, Pllp 401(k) Plan (SD) $20M · 49
The Van Winkle Law Firm Profit Sharing Plan (NC) $20M · 85
The Guilford Savings Bank 401(k) Profit Sharing Plan (CT) $20M · 136

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

A&a Transfer, LLC 401(k) Plan (VA) 112 · 0 off
Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust (OH) 112 · 0 off
Left Right LLC 401(k) Plan (NY) 112 · 0 off
Tallan, Inc. Savings & Retirement 401(k) Plan (CT) 112 · 0 off

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 Pashman Stein 401(k) Plan assets move in 2023? ▼

Pashman Stein 401(k) Plan grew sharply - up 26.9% during 2023, from $15M to $20M. Reported net income was $4M.

How have Pashman & Stein, PC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Pashman & Stein, PC's sponsor-wide assets grew 14.7%, from $20M to $23M.

Which 401(k) plans are similar in size to Pashman Stein 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is National Board of Osteopathic Medical Examiners, Inc. 401(k) Plan in IL ($20M, 102 participants).

Which 401(k) plans cover a similar participant headcount to Pashman Stein 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 223384189.