401(k) · DOL Form 5500 · 2024

Stern Therapy Consultants, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 1,968
Participants Near avg headcount: 37th
Percentile by assets National rank: $1,842
Avg per participant Low balance/head

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Official DOL plan name: Stern Therapy Consultants, LLC 401(k) Plan · Sponsored by Stern Therapy Consultants, LLC · New York · Healthcare & Social Assistance

$4M in assets, 1,968 participants

Stern Therapy Consultants, LLC's Stern Therapy Consultants, LLC 401(k) Plan reported $4M in total assets and 1,968 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

#6,412 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Stern Therapy Consultants, LLC 401(k) Plan covers 1,968 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $4M.

#6,412
in Healthcare & Social Assistance (16,916 peers): +99.9%
assets growth YoY

Stern Therapy Consultants, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stern Therapy Consultants, LLC 401(k) Plan vs every filed plan by assets

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

$3,626,012 37th percentile higher than 37% 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 Therapy Consultants, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stern Therapy Consultants, LLC 401(k) Plan lands in the large band (1,968 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Stern Therapy Consultants, LLC 401(k) Plan reported net income rose from $442K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Stern Therapy Consultants, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Stern Therapy Consultants, LLC 401(k) Plan reported participants rose from 1,016 in the plan year 2023 filing to 1,968 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 463265648 · Stern Therapy Consultants, LLC PY 2024 · 401(k)

Stern Therapy Consultants, LLC 401(k) Plan · $4M · 1,968 · 37th

PART $4M
TYPE 1,968
NET 37th
BOOK 401(k)
VS-ST near Rohtstein Corp. Office 401(k) Plan
BOY ind #6412

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 New York →

End-of-year total assets ($M) among Stern Therapy Consultants, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$4M
Net Income	$2M
Employer EIN	463265648
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Stern Therapy Consultants, LLC)

Latest sponsor-wide plan assets: $4M 166.7740822406006% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	745	$1M
2023	2	2,873	$2M
2024	1	1,968	$4M

Nearby 401(k) Plans in New York

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

Stern Therapy Consultants, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Stern Therapy Consultants, LLC 401(k) Plan side-by-side with 3 peers →

Stern Therapy Consultants, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rohtstein Corp. Office 401(k) Plan in MA ($4M); by covered participants it is Yamaha Retirement and Investment Plan in GA (1,968 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Rohtstein Corp. Office 401(k) Plan (MA) $4M · 17
Ozark Health, Inc. 401(k) Plan (AR) $4M · 349
Barrington Transportation Company, Inc. 401(k) Profit Sharing Trust (IL) $4M · 154
Dermatology Associates Retirement Savings Plan (MT) $4M · 37

Similar participant headcount

Nearest other-state filings by covered participants (1,968 participants); asset peers above are excluded.

Yamaha Retirement and Investment Plan (GA) 1,968 · 0 off
Jre & 4r Employee Retirement Plan (VA) 1,968 · 0 off
Invenergy LLC 401(k) Plan (IL) 1,969 · 1 off
U.a. Locals No. 375 and 367 Supplemental Trust (OR) 1,969 · 1 off

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 Stern Therapy Consultants, LLC 401(k) Plan assets move in 2024? ▼

Stern Therapy Consultants, LLC 401(k) Plan surged - up 99.9% during 2024, from $2M to $4M. Reported net income was $2M.

How have Stern Therapy Consultants, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stern Therapy Consultants, LLC's sponsor-wide assets grew 166.8%, from $1M to $4M.

Which 401(k) plans are similar in size to Stern Therapy Consultants, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Rohtstein Corp. Office 401(k) Plan in MA ($4M, 17 participants).

Which 401(k) plans cover a similar participant headcount to Stern Therapy Consultants, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Yamaha Retirement and Investment Plan in GA (1,968 participants, $158M 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 463265648.