Profit Sharing · DOL Form 5500 · 2024

Steven K Sterzer Md Inc Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
40th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Steven K Sterzer Md Inc Profit Sharing Plan · Sponsored by Steven K Sterzer Md Inc · California · Healthcare & Social Assistance

$4M in assets, 2 participants

Steven K Sterzer Md Inc's Steven K Sterzer Md Inc Profit Sharing Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,134 in Healthcare & Social Assistance (16,916 peers)

Steven K Sterzer Md Inc multi-year trail

Steven K Sterzer Md Inc's plans moved +16.7% in assets from 2022 to 2024; this filing shows Steven K Sterzer Md Inc Profit Sharing Plan at $4M / 2 participants.

#7,134
in Healthcare & Social Assistance (16,916 peers)
+8.6%
assets growth YoY

Steven K Sterzer Md Inc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Steven K Sterzer Md Inc Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,428,741 40th percentile higher than 40% of 123,620 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 2024

Steven K Sterzer Md Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven K Sterzer Md Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steven K Sterzer Md Inc Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Steven K Sterzer Md Inc Profit Sharing Plan reported net income rose from $285K in the plan year 2023 filing to $350K in the plan year 2024 filing.
  • Steven K Sterzer Md Inc Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942838224 · Steven K Sterzer Md Inc PY 2024 · Profit Sharing

Steven K Sterzer Md Inc Profit Sharing Plan · $4M · 2 · 40th

  • EBSA $4M
  • PART 2
  • TYPE 40th
  • NET Profit Sharing
  • BOOK near Jrc Technical Sales Inc Safe Harbor 401(k) Plan
  • VS-ST ind #7134

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Steven K Sterzer Md Inc Profit Sharing Plan in the asset neighbourhood

Steven K Sterzer Md Inc Profit Sharing PlanSteven K Sterzer Md Inc Prof…$4MJrc Technical Sales Inc Safe Harbor 401(k) PlanJrc Technical Sales Inc Safe…$4MLance Oil Company Profit Sharing PlanLance Oil Company Profit Sha…$4MAlamo Cement Company Salaried Retirement PlanAlamo Cement Company Salarie…$4MFinn & Conway, Inc. 401(k) Profit Sharing Plan and TrustFinn & Conway, Inc. 401(k) P…$4M
End-of-year total assets ($M) among Steven K Sterzer Md Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Steven K Sterzer Md Inc multi-year asset trail

Sponsor-wide plan assets over time

All Steven K Sterzer Md Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 16.715144893104128% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.79M $4.43M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 5 $4M
2024 1 2 $4M

Steven K Sterzer Md Inc filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$350K
Employer EIN942838224
Plan Effective Date1982-06-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Steven K Sterzer Md Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Steven K Sterzer Md Inc Profit Sharing Plan, Total assets ($B): 0.004428741 · Participants: 2Steven K Sterzer Md Inc Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Steven K Sterzer Md Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Steven K Sterzer Md Inc Profit Sharing Plan side-by-side with 3 peers →

Steven K Sterzer Md Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jrc Technical Sales Inc Safe Harbor 401(k) Plan in PA ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Steven K Sterzer Md Inc Profit Sharing Plan assets move in 2024? ▼
Steven K Sterzer Md Inc Profit Sharing Plan grew at a solid clip - up 8.6% during 2024, from $4M to $4M. Reported net income was $350K.
How have Steven K Sterzer Md Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven K Sterzer Md Inc's sponsor-wide assets grew 16.7%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Steven K Sterzer Md Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jrc Technical Sales Inc Safe Harbor 401(k) Plan in PA ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Steven K Sterzer Md Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942838224.

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.