401(k) · DOL Form 5500 · 2024
Stern, Kory, Sreden & Morgan, an Accountancy Corporation 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $546,367
- Avg per participant High balance/head
Official DOL plan name: Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan · Sponsored by Stern, Kory, Sreden & Morgan, an Accountancy Corporation · California · Professional & Technical Services
$13M in assets, 24 participants
Stern, Kory, Sreden & Morgan, an Accountancy Corporation's Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan reported $13M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,200 in Professional & Technical Services (20,173 peers)
2024 asset change
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan grew sharply 17.8% in 2024 ($11M → $13M) for 24 participants.
- #12,200
- in Professional & Technical Services (20,173 peers)
- +17.8%
- assets growth YoY
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,112,806 Top 38% higher than 62% 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
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan reported participants rose from 22 in the plan year 2023 filing to 24 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 954509583 · Stern, Kory, Sreden & Morgan, an Accountancy Corporation PY 2024 · 401(k)
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan · $13M · 24 · 62nd
- NET $13M
- BOOK 24
- VS-ST 62nd
- BOY 401(k)
- SCH near Stephens and Smith Construction 401(k) Plan
- EBSA ind #12200
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 →
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan in the asset neighbourhood
Stern, Kory, Sreden & Morgan, an Accountancy Corporation years around the 2024 move
Sponsor-wide plan assets over time
All Stern, Kory, Sreden & Morgan, an Accountancy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 5.786586904567518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $12M |
| 2023 | 1 | 22 | $11M |
| 2024 | 1 | 24 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 954509583 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Stephens and Smith Construction 401(k) Plan in NE ($13M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Dog House Ventures, Inc. 401(k) Plan (DE) 24 · 0 off
- Post Insurance Services, Inc. 401(k) Plan (ID) 24 · 0 off
- G Group Ventures, Inc. 401(k) Profit Sharing Plan (TX) 24 · 0 off
- Pnklink, Inc. 401(k) Plan (WA) 24 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.