Profit Sharing · DOL Form 5500 · 2024

Stg Partners, LLC Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
68
Participants Small participant base
60th
Percentile by assets National rank
$175,329
Avg per participant Above avg balance/head
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Official DOL plan name: Stg Partners, LLC 401(k) Plan · Sponsored by Stg Partners, LLC · California · Professional & Technical Services

$12M in assets, 68 participants

Stg Partners, LLC's Stg Partners, LLC 401(k) Plan reported $12M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,722 in Professional & Technical Services (20,173 peers)

Stg Partners, LLC multi-year trail

Stg Partners, LLC's plans moved +106.7% in assets from 2022 to 2024; this filing shows Stg Partners, LLC 401(k) Plan at $12M / 68 participants.

#11,722
in Professional & Technical Services (20,173 peers)
+40.2%
assets growth YoY

Stg Partners, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stg Partners, LLC 401(k) Plan vs every filed plan by assets

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

$11,922,390 Top 40% higher than 60% 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

Stg Partners, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stg Partners, LLC 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stg Partners, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Stg Partners, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Stg Partners, LLC 401(k) Plan reported participants rose from 56 in the plan year 2023 filing to 68 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 822030654 · Stg Partners, LLC PY 2024 · Profit Sharing

Stg Partners, LLC 401(k) Plan · $12M · 68 · 60th

  • 5500 $12M
  • 5500 68
  • 5500 60th
  • 5500 Profit Sharing
  • 5500 near Oak Clinic Profit Sharing Plan
  • 5500 ind #11722

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 →

Stg Partners, LLC 401(k) Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of Family Services of Westchester, Inc.403(b) Thrift Plan for Emplo…$12MOak Clinic Profit Sharing PlanOak Clinic Profit Sharing Pl…$12MStg Partners, LLC 401(k) Plan$12MWillow Brook 403(b) Retirement PlanWillow Brook 403(b) Retireme…$12MConcepts of Independence, Inc. Supplemental Retirement PlanConcepts of Independence, In…$12M
End-of-year total assets ($M) among Stg Partners, LLC 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Stg Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stg Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 106.67459800574723% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.77M $11.9M ▲ +106.6%
Year Plans Participants Total Assets
2022 1 43 $6M
2023 1 56 $9M
2024 1 68 $12M

Stg Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN822030654
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Stg Partners, LLC 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Stg Partners, LLC 401(k) Plan, Total assets ($B): 0.01192239 · Participants: 68Stg Partners, LLC 401(k) 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
Stg Partners, LLC 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stg Partners, LLC 401(k) Plan side-by-side with 3 peers →

Stg Partners, LLC 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Oak Clinic Profit Sharing Plan in OH ($12M); by covered participants it is Great Plains Federal Credit Union Profit Sharing Plan in MO (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Stg Partners, LLC 401(k) Plan assets move in 2024? ▼
Stg Partners, LLC 401(k) Plan surged - up 40.2% during 2024, from $9M to $12M. Reported net income was $3M.
How have Stg Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stg Partners, LLC's sponsor-wide assets grew 106.7%, from $6M to $12M.
Which Profit Sharing plans are similar in size to Stg Partners, LLC 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Oak Clinic Profit Sharing Plan in OH ($12M, 26 participants).
Which Profit Sharing plans cover a similar participant headcount to Stg Partners, LLC 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Great Plains Federal Credit Union Profit Sharing Plan in MO (68 participants, $8M 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 822030654.

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.