401(k) · DOL Form 5500 · 2024
Stein Counseling & Consulting Services, Ltd. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $90,797
- Avg per participant Below avg balance/head
Official DOL plan name: Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan · Sponsored by Stein Counseling & Consulting Services, Ltd. · Wisconsin · Healthcare & Social Assistance
$2M in assets, 17 participants
Stein Counseling & Consulting Services, Ltd.'s Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan reported $2M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,024 in Healthcare & Social Assistance (16,916 peers)
Stein Counseling & Consulting Services, Ltd. multi-year trail
Stein Counseling & Consulting Services, Ltd.'s plans moved +37.1% in assets from 2022 to 2024; this filing shows Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan at $2M / 17 participants.
- #4,024
- in Healthcare & Social Assistance (16,916 peers)
- +24.9%
- assets growth YoY
Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,543,556 27th percentile higher than 27% 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
Stein Counseling & Consulting Services, Ltd. 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. Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan reported net income rose from $110K in the plan year 2023 filing to $308K in the plan year 2024 filing.
- Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan reported participants fell from 29 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 392013544 · Stein Counseling & Consulting Services, Ltd. PY 2024 · 401(k)
Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan · $2M · 17 · 27th
- PART $2M
- PART 17
- PART 27th
- PART 401(k)
- PART near Sassafras Marketing, Inc. 401(k) Plan
- PART ind #4024
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 Wisconsin →
Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Stein Counseling & Consulting Services, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Stein Counseling & Consulting Services, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 37.1363486539625% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $1M |
| 2023 | 1 | 29 | $1M |
| 2024 | 1 | 17 | $2M |
Stein Counseling & Consulting Services, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $308K |
| Employer EIN | 392013544 |
| Plan Effective Date | 2002-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Stein Counseling & Consulting Services, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Sassafras Marketing, Inc. 401(k) Plan in KS ($2M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Knowledge Commerce Group Gainesville, Inc. 401(k) Plan (VA) 17 · 0 off
- Fight 612, Inc. 401(k) Plan (IN) 17 · 0 off
- Advisys, Inc. 401(k) Plan (CA) 17 · 0 off
- Great Oak Senior Care, Inc. 401(k) Plan (MN) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.