401(k) · DOL Form 5500 · 2024

Fein, Such, Kahn & Shepard, P.C. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
124
Participants Small participant base
64th
Percentile by assets National rank
$119,706
Avg per participant Near avg balance/head
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Official DOL plan name: Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan · Sponsored by Fein, Such, Kahn & Shepard, P.C. · New Jersey · Professional & Technical Services

$15M in assets, 124 participants

Fein, Such, Kahn & Shepard, P.C.'s Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan reported $15M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,781 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan covers 124 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $15M.

#12,781
in Professional & Technical Services (20,173 peers)
+12.3%
assets growth YoY

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$14,843,584 Top 36% higher than 64% 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

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement 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. Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan reported participants fell from 128 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 223140786 · Fein, Such, Kahn & Shepard, P.C. PY 2024 · 401(k)

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan · $15M · 124 · 64th

  • VS-ST $15M
  • BOY 124
  • SCH 64th
  • EBSA 401(k)
  • PART near The Vintage Club Employee Retirement Plan
  • TYPE ind #12781

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 New Jersey →

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan in the asset neighbourhood

Kleberg Bank, N.a. 401(k) PlanKleberg Bank, N.a. 401(k) Pl…$15MOrthosynetics, Inc. 401(k) Profit Sharing PlanOrthosynetics, Inc. 401(k) P…$15MXmv, Inc. Profit Sharing Plan$15MFein, Such, Kahn & Shepard, P.C. 401(k) Retirement PlanFein, Such, Kahn & Shepard, …$15MThe Vintage Club Employee Retirement PlanThe Vintage Club Employee Re…$15M
End-of-year total assets ($M) among Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN223140786
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fein, Such, Kahn & Shepard, P.C.)

Sponsor-wide plan assets over time

All Fein, Such, Kahn & Shepard, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.652932961480293% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $11.9M $14.8M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 264 $12M
2023 1 128 $13M
2024 1 124 $15M

Nearby 401(k) Plans in New Jersey

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

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan, Total assets ($B): 0.014843584 · Participants: 124Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Vintage Club Employee Retirement Plan in CA ($15M); by covered participants it is Rentalmax 401(k) Retirement Plan in IL (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan assets move in 2024? ▼
Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan grew at a solid clip - up 12.3% during 2024, from $13M to $15M. Reported net income was $2M.
How have Fein, Such, Kahn & Shepard, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fein, Such, Kahn & Shepard, P.C.'s sponsor-wide assets grew 24.7%, from $12M to $15M.
Which 401(k) plans are similar in size to Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Vintage Club Employee Retirement Plan in CA ($15M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Fein, Such, Kahn & Shepard, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rentalmax 401(k) Retirement Plan in IL (124 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 223140786.

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.