401(k) · DOL Form 5500 · 2024

Steinberg & Steinberg, Inc. 401(k) Plan

Data updated 2026-08-25

$412K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$137,203
Avg per participant Near avg balance/head
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Official DOL plan name: Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan · Sponsored by Steinberg & Steinberg, Inc. · Iowa · Other Services

$412K in assets, 3 participants

Steinberg & Steinberg, Inc.'s Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan reported $412K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,667 in Other Services (7,719 peers)

Steinberg & Steinberg, Inc. multi-year trail

Steinberg & Steinberg, Inc.'s plans moved +32.2% in assets from 2022 to 2024; this filing shows Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan at $412K / 3 participants.

#2,667
in Other Services (7,719 peers)
+13.6%
assets growth YoY

Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$411,608 16th percentile higher than 16% 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

Steinberg & Steinberg, Inc. 401(k) 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. Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $362K in the plan year 2023 filing to $412K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 271054213 · Steinberg & Steinberg, Inc. PY 2024 · 401(k)

Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan · $412K · 3 · 16th

  • ASSETS $412K
  • PCT 3
  • EIN 16th
  • RANK 401(k)
  • PHOTO near Havlock Enterprises, Inc. 401(k) Profit Sharing Plan
  • IND ind #2667

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 Other Services retirement plans → · Plans in Iowa →

Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Steinberg & Steinberg, Inc. 401(k) Profit Sharing PlanSteinberg & Steinberg, Inc. …$412KHavlock Enterprises, Inc. 401(k) Profit Sharing PlanHavlock Enterprises, Inc. 40…$412KPether Investments Corp. 401(k) Profit Sharing PlanPether Investments Corp. 401…$412KClinix Healthcare, Ltd. 401(k) Profit Sharing Plan & TrustClinix Healthcare, Ltd. 401(…$412KMullica Hill Fitness Inc. 401(k) Profit Sharing PlanMullica Hill Fitness Inc. 40…$412K
End-of-year total assets ($M) among Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Steinberg & Steinberg, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Steinberg & Steinberg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$412K 32.17728624368188% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.31M $0.41M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 3 $311K
2023 1 3 $362K
2024 1 3 $412K

Steinberg & Steinberg, Inc. filing trail (2024)

Total Assets (Beginning of Year)$362K
Net Assets (End of Year)$412K
Net Income$49K
Employer EIN271054213
Plan Effective Date2016-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000411608 · Participants: 3Steinberg & Steinberg, Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Havlock Enterprises, Inc. 401(k) Profit Sharing Plan in TN ($412K); 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.

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.

Frequently Asked Questions

How did Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.6% during 2024, from $362K to $412K. Reported net income was $49K.
How have Steinberg & Steinberg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steinberg & Steinberg, Inc.'s sponsor-wide assets grew 32.2%, from $311K to $412K.
Where does Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Havlock Enterprises, Inc. 401(k) Profit Sharing Plan in TN ($412K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 271054213.

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.