401(k) · DOL Form 5500 · 2024

Stern and Stern, Inc. 401(k) Plan

Data updated 2026-08-25

$374K
Total assets Small plan by assets
5
Participants Small participant base
15th
Percentile by assets National rank
$74,848
Avg per participant Below avg balance/head
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Official DOL plan name: Stern and Stern, Inc. 401(k) Profit Sharing Plan · Sponsored by Stern and Stern, Inc. · Idaho · Administrative & Support Services

$374K in assets, 5 participants

Stern and Stern, Inc.'s Stern and Stern, Inc. 401(k) Profit Sharing Plan reported $374K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,529 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Stern and Stern, Inc. 401(k) Profit Sharing Plan ranks #1,529 of 4,368 2024 filers by assets (7710% of the sector average)-$374K for 5 participants.

#1,529
in Administrative & Support Services (4,368 peers)
+38.9%
assets growth YoY

Stern and Stern, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

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

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

$374,238 15th percentile higher than 15% 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

Stern and Stern, Inc. 401(k) Profit Sharing 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. Stern and Stern, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stern and Stern, Inc. 401(k) Profit Sharing Plan reported net income rose from $64K in the plan year 2023 filing to $105K in the plan year 2024 filing.
  • Stern and Stern, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $269K in the plan year 2023 filing to $374K in the plan year 2024 filing.
  • Stern and Stern, Inc. 401(k) Profit Sharing Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 453762782 · Stern and Stern, Inc. PY 2024 · 401(k)

Stern and Stern, Inc. 401(k) Profit Sharing Plan · $374K · 5 · 15th

  • SCH $374K
  • EBSA 5
  • PART 15th
  • TYPE 401(k)
  • NET near Hire Power of Calabasas 401(k) Plan Trust
  • BOOK ind #1529

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 Administrative & Support Services retirement plans → · Plans in Idaho →

Stern and Stern, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Stern and Stern, Inc. 401(k) Profit Sharing PlanStern and Stern, Inc. 401(k)…$374KHire Power of Calabasas 401(k) Plan TrustHire Power of Calabasas 401(…$374KPlan B Properties of Memphis, Inc. 401(k) PlanPlan B Properties of Memphis…$374KLogan, Inc. 401(k) Plan$374KNewport Academy, Inc. 401(k) PspNewport Academy, Inc. 401(k)…$374K
End-of-year total assets ($M) among Stern and Stern, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$269K
Net Assets (End of Year)$374K
Net Income$105K
Employer EIN453762782
Plan Effective Date2011-11-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Stern and Stern, Inc.)

Sponsor-wide plan assets over time

All Stern and Stern, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$374K 82.10563195235176% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.21M $0.37M ▲ +76.2%
Year Plans Participants Total Assets
2022 1 7 $206K
2023 1 6 $269K
2024 1 5 $374K

Nearby 401(k) Plans in Idaho

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

Stern and Stern, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Stern and Stern, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000374238 · Participants: 5Stern and Stern, Inc. 401(k) Profit Sharing PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Stern and Stern, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Stern and Stern, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stern and Stern, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Hire Power of Calabasas 401(k) Plan Trust in FL ($374K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($374K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Stern and Stern, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Stern and Stern, Inc. 401(k) Profit Sharing Plan surged - up 38.9% during 2024, from $269K to $374K. Reported net income was $105K.
How have Stern and Stern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stern and Stern, Inc.'s sponsor-wide assets grew 82.1%, from $206K to $374K.
Where does Stern and Stern, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stern and Stern, Inc. 401(k) Profit Sharing Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Stern and Stern, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hire Power of Calabasas 401(k) Plan Trust in FL ($374K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Stern and Stern, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 453762782.

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.