401(k) · DOL Form 5500 · 2024

Steinhardt Management Co., Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
7
Participants Small participant base
47th
Percentile by assets National rank
$947,260
Avg per participant High balance/head
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Official DOL plan name: Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan · Sponsored by Steinhardt Management Co., Inc. · New York · Professional & Technical Services

$7M in assets, 7 participants

Steinhardt Management Co., Inc.'s Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan reported $7M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,149 in Professional & Technical Services (20,173 peers)

Steinhardt Management Co., Inc. multi-year trail

Steinhardt Management Co., Inc.'s plans moved -31.0% in assets from 2022 to 2024; this filing shows Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan at $7M / 7 participants.

#9,149
in Professional & Technical Services (20,173 peers)
+19.3%
assets growth YoY

Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan vs every filed plan by assets

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

$6,630,817 47th percentile higher than 47% 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

Steinhardt Management Company, Inc. 401(k) Savings and 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. Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan reported net income rose from -$4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 132612259 · Steinhardt Management Co., Inc. PY 2024 · 401(k)

Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan · $7M · 7 · 47th

  • NET $7M
  • BOOK 7
  • VS-ST 47th
  • BOY 401(k)
  • SCH near Nebo Agency, LLC 401(k) Plan
  • EBSA ind #9149

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 York →

Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan in the asset neighbourhood

Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing PlanSteinhardt Management Compan…$7MNebo Agency, LLC 401(k) Plan$7MTrinity Rehab, LLC 401(k) PlanTrinity Rehab, LLC 401(k) Pl…$7MCorpus Christi Polymers LLC 401(k) PlanCorpus Christi Polymers LLC …$7MNewco Plastics 401(k) Plan$7M
End-of-year total assets ($M) among Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Steinhardt Management Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Steinhardt Management Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.01339981191702% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $10.7M $7.37M ▼ -31.0%
Year Plans Participants Total Assets
2022 2 18 $11M
2023 2 14 $6M
2024 2 14 $7M

Steinhardt Management Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN132612259
Plan Effective Date1980-03-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan, Total assets ($B): 0.006630817 · Participants: 7Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Nebo Agency, LLC 401(k) Plan in GA ($7M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan assets move in 2024? ▼
Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan grew sharply - up 19.3% during 2024, from $6M to $7M. Reported net income was $1M.
How have Steinhardt Management Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steinhardt Management Co., Inc.'s sponsor-wide assets declined 31.0%, from $11M to $7M.
Which 401(k) plans are similar in size to Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nebo Agency, LLC 401(k) Plan in GA ($7M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Steinhardt Management Company, Inc. 401(k) Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 132612259.

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.