401(k) · DOL Form 5500 · 2024

Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Plan

Data updated 2026-08-11

$189M
Total assets: 454
Participants: 94th
Percentile by assets: $415,939
Avg per participant

Official DOL plan name: Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan · Sponsored by Sterne Kessler Goldstein & Fox P.L.L.C. · District of Columbia · Professional & Technical Services

$189M in assets, 454 participants

Sterne Kessler Goldstein & Fox P.L.L.C.'s Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan reported $189M in total assets and 454 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 123,622 plans)
#19,203 in Professional & Technical Services (20,173 peers)

Coverage in District of Columbia

Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan covers 454 participants in District of Columbia, about 31% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $189M.

$189M
total plan assets (2024 EOY): 454
covered participants: 94th
percentile by assets (of 123,622 plans): $415,939
avg assets per participant

Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan end-of-year assets rose from $159M in the plan year 2023 filing to $189M in the plan year 2024 filing.
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan reported net income fell from $34M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan reported participants rose from 425 in the plan year 2023 filing to 454 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

District of Columbia

Industry

Professional & Technical Services

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan reports 454 participants - about 31% of that state average ($189M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)	$159M
Net Assets (End of Year)	$189M
Net Income	$29M
Employer EIN	521193988
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sterne Kessler Goldstein & Fox P.L.L.C.)

Total plan assets by year, all Sterne Kessler Goldstein & Fox P.L.L.C. plans on file

Year	Plans	Participants	Total Assets
2022	1	393	$125M
2023	1	425	$159M
2024	1	454	$189M

Nearby 401(k) Plans in District of Columbia

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

Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
Geico 401(k) Savings Plan $6.2B · 30,641
Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
Finra Savings Plus Plan $2.5B · 4,201
Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973

Compare Sterne Kessler Goldstein & Fox P.L.L.C. … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan by total assets, not by location.

Tecta America Corp. Profit Sharing and 401(k) Plan (IL) $189M · 3,648
Victory Capital Management, Inc. 401(k) Savings Plan (OH) $189M · 476
Howard County General Hospital, Inc. 401(k) Plan (MD) $189M · 1,935
Steptoe & Johnson PLLC 401(k) Plan (WV) $189M · 645

Frequently Asked Questions

How did Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan assets move in 2024? ▼

Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan grew sharply - up 18.4% during 2024, from $159M to $189M. Reported net income was $29M.

How have Sterne Kessler Goldstein & Fox P.L.L.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sterne Kessler Goldstein & Fox P.L.L.C.'s sponsor-wide assets grew 51.0%, from $125M to $189M.

Where does Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tecta America Corp. Profit Sharing and 401(k) Plan in IL ($189M, 3,648 participants).

Next read for Sterne Kessler Goldstein & Fox P.L.L.C. …

Filing takeaways

Ways to act on Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan's numbers.

By total assets, Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
Sterne Kessler Goldstein & Fox P.L.L.C.'s sponsor-wide assets have grown 51.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 521193988.