Profit Sharing · DOL Form 5500 · 2024

Law Offices of Fredrick H. Stern Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
47th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Law Offices of Fredrick H. Stern Retirement Plan · Sponsored by Law Offices of Fredrick H. Stern · California · Professional & Technical Services

$7M in assets, 2 participants

Law Offices of Fredrick H. Stern's Law Offices of Fredrick H. Stern Retirement Plan reported $7M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,125 in Professional & Technical Services (20,173 peers)

Law Offices of Fredrick H. Stern multi-year trail

Law Offices of Fredrick H. Stern's plans moved +23.8% in assets from 2022 to 2024; this filing shows Law Offices of Fredrick H. Stern Retirement Plan at $7M / 2 participants.

#9,125
in Professional & Technical Services (20,173 peers)
+11.0%
assets growth YoY

Law Offices of Fredrick H. Stern Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Law Offices of Fredrick H. Stern Retirement Plan vs every filed plan by assets

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

$6,594,888 47th percentile higher than 47% 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

Law Offices of Fredrick H. Stern Retirement 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. Law Offices of Fredrick H. Stern Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Law Offices of Fredrick H. Stern Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Law Offices of Fredrick H. Stern Retirement Plan reported net income rose from $612K in the plan year 2023 filing to $655K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 953926383 · Law Offices of Fredrick H. Stern PY 2024 · Profit Sharing

Law Offices of Fredrick H. Stern Retirement Plan · $7M · 2 · 47th

  • VS-ST $7M
  • BOY 2
  • SCH 47th
  • EBSA Profit Sharing
  • PART near Crossroads Portfolio Inc. Retirement Plan
  • TYPE ind #9125

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 →

Law Offices of Fredrick H. Stern Retirement Plan in the asset neighbourhood

Crossroads Portfolio Inc. Retirement PlanCrossroads Portfolio Inc. Re…$7MAmerican Association of University Women 401a PlanAmerican Association of Univ…$7MLaw Offices of Fredrick H. Stern Retirement PlanLaw Offices of Fredrick H. S…$7M403(b) Thrift Plan for Employees of Bi-County Community Action Programs, Inc.403(b) Thrift Plan for Emplo…$7MSaint Johns School 1165 (E) Plan 1165(e) PlanSaint Johns School 1165 (E) …$7M
End-of-year total assets ($M) among Law Offices of Fredrick H. Stern Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Law Offices of Fredrick H. Stern multi-year asset trail

Sponsor-wide plan assets over time

All Law Offices of Fredrick H. Stern plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.79705048283547% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.33M $6.59M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $6M
2024 1 2 $7M

Law Offices of Fredrick H. Stern filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$655K
Employer EIN953926383
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Law Offices of Fredrick H. Stern Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Law Offices of Fredrick H. Stern Retirement Plan, Total assets ($B): 0.006594888 · Participants: 2Law Offices of Fredrick H. Stern Retirement 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
Law Offices of Fredrick H. Stern Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Law Offices of Fredrick H. Stern Retirement Plan side-by-side with 3 peers →

Law Offices of Fredrick H. Stern Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Crossroads Portfolio Inc. Retirement Plan in GA ($7M); 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 Law Offices of Fredrick H. Stern Retirement Plan assets move in 2024? ▼
Law Offices of Fredrick H. Stern Retirement Plan grew at a solid clip - up 11.0% during 2024, from $6M to $7M. Reported net income was $655K.
How have Law Offices of Fredrick H. Stern plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Law Offices of Fredrick H. Stern's sponsor-wide assets grew 23.8%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Law Offices of Fredrick H. Stern Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Crossroads Portfolio Inc. Retirement Plan in GA ($7M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Law Offices of Fredrick H. Stern Retirement 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 953926383.

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.