401(k) · DOL Form 5500 · 2024
Stites & Harbison 401(k) Plan
Data updated 2026-08-25
- $184M
- Total assets Near avg plan size
- 313
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $586,583
- Avg per participant High balance/head
Official DOL plan name: Stites & Harbison, PLLC Restated Security Plan I · Sponsored by Stites & Harbison · Kentucky · Professional & Technical Services
$184M in assets, 313 participants
Stites & Harbison's Stites & Harbison, PLLC Restated Security Plan I reported $184M in total assets and 313 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.
- #19,168 in Professional & Technical Services (20,173 peers)
Coverage in Kentucky
Stites & Harbison, PLLC Restated Security Plan I covers 313 participants in Kentucky, about 48% of the average Kentucky filer (state average ~647 per filing). Assets: $184M.
- #19,168
- in Professional & Technical Services (20,173 peers)
- +7.8%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Stites & Harbison, PLLC Restated Security Plan I's outsized position by total assets
Stites & Harbison, PLLC Restated Security Plan I vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$183,600,633 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
Stites & Harbison, PLLC Restated Security Plan I 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. Stites & Harbison, PLLC Restated Security Plan I sits mid-pack in the medium band (313 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stites & Harbison, PLLC Restated Security Plan I reported net income fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Stites & Harbison, PLLC Restated Security Plan I end-of-year assets rose from $170M in the plan year 2023 filing to $184M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 610680249 · Stites & Harbison PY 2024 · 401(k)
Stites & Harbison, PLLC Restated Security Plan I · $184M · 313 · 94th
- TYPE $184M
- TYPE 313
- TYPE 94th
- TYPE 401(k)
- TYPE near Ta Operating LLC 401(k) Savings Plan
- TYPE ind #19168
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 Kentucky →
Stites & Harbison, PLLC Restated Security Plan I in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $184M |
| Net Income | $13M |
| Employer EIN | 610680249 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stites & Harbison)
Sponsor-wide plan assets over time
All Stites & Harbison plans reported in each filing year
- Latest sponsor-wide plan assets
- $184M 18.52996277029314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 293 | $155M |
| 2023 | 1 | 315 | $170M |
| 2024 | 1 | 313 | $184M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Stites & Harbison, PLLC Restated Security Plan I's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Ta Operating LLC 401(k) Savings Plan in OH ($184M); by covered participants it is 403(b) Thrift Plan of Waypoint in NH (313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($184M here).
- Ta Operating LLC 401(k) Savings Plan (OH) $184M · 17,424
- Finthrive 401(k) Plan (TX) $184M · 1,218
- The Mutual Group 401(k) Plan (IA) $184M · 460
- Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees (WI) $184M · 1,091
Similar participant headcount
Nearest other-state filings by covered participants (313 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Waypoint (NH) 313 · 0 off
- Deciphera 401(k) Plan (MA) 313 · 0 off
- Rps Holdings 401(k) Plan (CA) 313 · 0 off
- Solar Atmospheres Inc. 401(k) Profit Sharing Plan (PA) 313 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.