401(k) · DOL Form 5500 · 2024
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Plan
Data updated 2026-08-25
- $189M
- Total assets Near avg plan size
- 454
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $415,939
- Avg per participant High balance/head
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.
- #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.
- #19,203
- in Professional & Technical Services (20,173 peers)
- +18.4%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan's outsized position by total assets
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$188,836,146 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings 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. Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan sits mid-pack in the medium band (454 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 521193988 · Sterne Kessler Goldstein & Fox P.L.L.C. PY 2024 · 401(k)
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan · $189M · 454 · 94th
- IND $189M
- EOY 454
- 5500 94th
- ASSETS 401(k)
- PCT near Tecta America Corp. Profit Sharing and 401(k) Plan
- EIN ind #19203
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 District of Columbia →
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Sterne Kessler Goldstein & Fox P.L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $189M 50.980987888349624% vs 2022
- 2024 filing year
| 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.
- 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
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Tecta America Corp. Profit Sharing and 401(k) Plan in IL ($189M); by covered participants it is Aci Parts Warehousing 401(k) Profit Sharing Plan in MI (454 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($189M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (454 participants); asset peers above are excluded.
- Aci Parts Warehousing 401(k) Profit Sharing Plan (MI) 454 · 0 off
- Investing Together in Your Future Plan (MI) 454 · 0 off
- Jackson Hewitt Employee Savings Plan (FL) 454 · 0 off
- Antea USA, Inc. Profit Sharing 401(k) Thrift Plan (MN) 454 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.