401(k) · DOL Form 5500 · 2024
Butler, Shine, Stern & Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $319,120
- Avg per participant High balance/head
Official DOL plan name: Butler, Shine, Stern & Partners, LLC 401(k) Plan · Sponsored by Butler, Shine, Stern & Partners, LLC · California · Professional & Technical Services
$17M in assets, 52 participants
Butler, Shine, Stern & Partners, LLC's Butler, Shine, Stern & Partners, LLC 401(k) Plan reported $17M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #13,240 in Professional & Technical Services (20,173 peers)
Butler, Shine, Stern & Partners, LLC multi-year trail
Butler, Shine, Stern & Partners, LLC's plans moved +15.2% in assets from 2022 to 2024; this filing shows Butler, Shine, Stern & Partners, LLC 401(k) Plan at $17M / 52 participants.
- #13,240
- in Professional & Technical Services (20,173 peers)
- +3.3%
- assets growth YoY
Butler, Shine, Stern & Partners, LLC 401(k) Plan's outsized position by total assets
Butler, Shine, Stern & Partners, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,594,265 Top 33% higher than 67% 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
Butler, Shine, Stern & Partners, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Butler, Shine, Stern & Partners, LLC 401(k) Plan is a small filing (52 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Butler, Shine, Stern & Partners, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $532K in the plan year 2024 filing.
- Butler, Shine, Stern & Partners, LLC 401(k) Plan reported participants fell from 63 in the plan year 2023 filing to 52 in the plan year 2024 filing.
- Butler, Shine, Stern & Partners, LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 352194998 · Butler, Shine, Stern & Partners, LLC PY 2024 · 401(k)
Butler, Shine, Stern & Partners, LLC 401(k) Plan · $17M · 52 · 67th
- EIN $17M
- RANK 52
- PHOTO 67th
- IND 401(k)
- EOY near M.R.a. Profit Sharing Plan
- 5500 ind #13240
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 California →
Butler, Shine, Stern & Partners, LLC 401(k) Plan in the asset neighbourhood
Butler, Shine, Stern & Partners, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Butler, Shine, Stern & Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 15.19103504024229% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $14M |
| 2023 | 1 | 63 | $16M |
| 2024 | 1 | 52 | $17M |
Butler, Shine, Stern & Partners, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $532K |
| Employer EIN | 352194998 |
| Plan Effective Date | 2003-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Butler, Shine, Stern & Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is M.R.a. Profit Sharing Plan in NJ ($17M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.
- Aceco Machine Works, Inc. 401(k) Plan (ID) 52 · 0 off
- Epic Shine 401(k) Plan (ID) 52 · 0 off
- Blakeman Transportation 401(k) Profit Sharing Plan (TX) 52 · 0 off
- Udall Shumway PLC 401(k) Profit Sharing Plan (AZ) 52 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.