401(k) · DOL Form 5500 · 2024
Stursberg & Fine Inc 401(k) Plan
Data updated 2026-08-25
- $629K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $209,730
- Avg per participant Above avg balance/head
Official DOL plan name: Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Stursberg & Fine Inc · Pennsylvania · Finance & Insurance
$629K in assets, 3 participants
Stursberg & Fine Inc's Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust reported $629K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #910 in Finance & Insurance (8,549 peers)
Stursberg & Fine Inc multi-year trail
Stursberg & Fine Inc's plans moved +39.2% in assets from 2022 to 2024; this filing shows Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust at $629K / 3 participants.
- #910
- in Finance & Insurance (8,549 peers)
- +23.2%
- assets growth YoY
Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$629,190 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $59K in the plan year 2023 filing to $119K in the plan year 2024 filing.
- Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $511K in the plan year 2023 filing to $629K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 232828426 · Stursberg & Fine Inc PY 2024 · 401(k)
Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust · $629K · 3 · 19th
- EOY $629K
- EOY 3
- EOY 19th
- EOY 401(k)
- EOY near Djlaundry Corporation 401(k) Plan
- EOY ind #910
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Stursberg & Fine Inc multi-year asset trail
Sponsor-wide plan assets over time
All Stursberg & Fine Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $629K 39.242915472541576% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $452K |
| 2023 | 1 | 2 | $511K |
| 2024 | 1 | 3 | $629K |
Stursberg & Fine Inc filing trail (2024)
| Total Assets (Beginning of Year) | $511K |
|---|---|
| Net Assets (End of Year) | $629K |
| Net Income | $119K |
| Employer EIN | 232828426 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Stursberg & Fine Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Djlaundry Corporation 401(k) Plan in CA ($629K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($629K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.