401(k) · DOL Form 5500 · 2024

Jacob Stern & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
105
Participants Small participant base
76th
Percentile by assets National rank
$261,778
Avg per participant Above avg balance/head
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Official DOL plan name: Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan · Sponsored by Jacob Stern & Sons, Inc. · California · Wholesale Trade

$27M in assets, 105 participants

Jacob Stern & Sons, Inc.'s Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan reported $27M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,486 in Wholesale Trade (6,080 peers)

Coverage in California

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $27M.

#4,486
in Wholesale Trade (6,080 peers)
+6.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

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

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

$27,486,689 Top 24% higher than 76% 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

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan reported participants rose from 100 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232150415 · Jacob Stern & Sons, Inc. PY 2024 · 401(k)

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan · $27M · 105 · 76th

  • IND $27M
  • EOY 105
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Squadron Capital LLC 401(k) Employee Retirement Plan
  • EIN ind #4486

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 Wholesale Trade retirement plans → · Plans in California →

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jacob Stern & Sons, Inc. 401(k) Profit Sharing PlanJacob Stern & Sons, Inc. 401…$27MSquadron Capital LLC 401(k) Employee Retirement PlanSquadron Capital LLC 401(k) …$27MSaginaw Control & Engineering, Inc. Salary Savings PlanSaginaw Control & Engineerin…$27MNext Phase Enterprises 401(k) PlanNext Phase Enterprises 401(k…$27MCelanese Puerto Rico Savings and Investment PlanCelanese Puerto Rico Savings…$27M
End-of-year total assets ($M) among Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN232150415
Plan Effective Date1952-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacob Stern & Sons, Inc.)

Sponsor-wide plan assets over time

All Jacob Stern & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 29.025922360130362% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 80 $21M
2023 1 100 $26M
2024 1 105 $27M

Nearby 401(k) Plans in California

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

Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.027486689 · Participants: 105Jacob Stern & Sons, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jacob Stern & Sons, Inc. 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 Squadron Capital LLC 401(k) Employee Retirement Plan in CT ($27M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 6.1% during 2024, from $26M to $27M. Reported net income was $2M.
How have Jacob Stern & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacob Stern & Sons, Inc.'s sponsor-wide assets grew 29.0%, from $21M to $27M.
Where does Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Squadron Capital LLC 401(k) Employee Retirement Plan in CT ($27M, 471 participants).
Which 401(k) plans cover a similar participant headcount to Jacob Stern & Sons, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 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 232150415.

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.