401(k) · DOL Form 5500 · 2024

Ashman & Stein, P.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$281,641
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust · Sponsored by Ashman & Stein, P.C. · Illinois · Professional & Technical Services

$1M in assets, 4 participants

Ashman & Stein, P.C.'s Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,870 in Professional & Technical Services (20,173 peers)

Ashman & Stein, P.C. multi-year trail

Ashman & Stein, P.C.'s plans moved +46.1% in assets from 2022 to 2024; this filing shows Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust at $1M / 4 participants.

#3,870
in Professional & Technical Services (20,173 peers)
+25.6%
assets growth YoY

Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust among the smaller filed plans by assets

Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust vs every filed plan by assets

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

$1,126,564 24th percentile higher than 24% 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

Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust reported net income rose from $126K in the plan year 2023 filing to $230K in the plan year 2024 filing.
  • Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust end-of-year assets rose from $897K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 363956980 · Ashman & Stein, P.C. PY 2024 · 401(k)

Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust · $1M · 4 · 24th

  • NET $1M
  • NET 4
  • NET 24th
  • NET 401(k)
  • NET near Asa Yancey, Jr, Md 401(k) Plan
  • NET ind #3870

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 Illinois →

Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust in the asset neighbourhood

Ashman & Stein, P.C. Profit Sharing 401(k) Plan & TrustAshman & Stein, P.C. Profit …$1MAsa Yancey, Jr, Md 401(k) PlanAsa Yancey, Jr, Md 401(k) Pl…$1MGrokhalov Family Ventures, Inc. Retirement PlanGrokhalov Family Ventures, I…$1MSaela 401(k) Plan$1MMainsheet, Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ashman & Stein, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Ashman & Stein, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.052275057918465% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.77M $1.13M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 3 $771K
2023 1 3 $897K
2024 1 4 $1M

Ashman & Stein, P.C. filing trail (2024)

Total Assets (Beginning of Year)$897K
Net Assets (End of Year)$1M
Net Income$230K
Employer EIN363956980
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust, Total assets ($B): 0.001126564 · Participants: 4Ashman & Stein, P.C. Profit Sharing 401(k) Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust side-by-side with 3 peers →

Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Asa Yancey, Jr, Md 401(k) Plan in CO ($1M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust assets move in 2024? ▼
Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust grew sharply - up 25.6% during 2024, from $897K to $1M. Reported net income was $230K.
How have Ashman & Stein, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ashman & Stein, P.C.'s sponsor-wide assets grew 46.1%, from $771K to $1M.
Where does Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Asa Yancey, Jr, Md 401(k) Plan in CO ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Ashman & Stein, P.C. Profit Sharing 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 363956980.

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.