401(k) · DOL Form 5500 · 2024

Stern & Eisenberg, PC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
112
Participants Small participant base
44th
Percentile by assets National rank
$50,767
Avg per participant Low balance/head
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Official DOL plan name: Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust · Sponsored by Stern & Eisenberg, PC · Pennsylvania · Professional & Technical Services

$6M in assets, 112 participants

Stern & Eisenberg, PC's Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,495 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust covers 112 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#8,495
in Professional & Technical Services (20,173 peers)
+13.4%
assets growth YoY

Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,685,919 44th percentile higher than 44% 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

Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust 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. Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust reported participants fell from 114 in the plan year 2023 filing to 112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 451578526 · Stern & Eisenberg, PC PY 2024 · 401(k)

Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust · $6M · 112 · 44th

  • NET $6M
  • BOOK 112
  • VS-ST 44th
  • BOY 401(k)
  • SCH near Johnson Service Group, Inc. Retirement Savings Plan - Staff Employees
  • EBSA ind #8495

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 Pennsylvania →

Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Stern & Eisenberg, PC 401(k) Profit Sharing Plan and TrustStern & Eisenberg, PC 401(k)…$6MJohnson Service Group, Inc. Retirement Savings Plan - Staff EmployeesJohnson Service Group, Inc. …$6MStore Supply Warehouse Employee Savings PlanStore Supply Warehouse Emplo…$6MRetirement Savings Plan for Seaboard Triumph FoodsRetirement Savings Plan for …$6MPete's Fresh Market 401(k) PlanPete's Fresh Market 401(k) P…$6M
End-of-year total assets ($M) among Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$672K
Employer EIN451578526
Plan Effective Date2002-10-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Stern & Eisenberg, PC)

Sponsor-wide plan assets over time

All Stern & Eisenberg, PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.23439318062297% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.37M $5.69M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 109 $4M
2023 1 114 $5M
2024 1 112 $6M

Nearby 401(k) Plans in Pennsylvania

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

Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.005685919 · Participants: 112Stern & Eisenberg, PC 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Johnson Service Group, Inc. Retirement Savings Plan - Staff Employees in IL ($6M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 13.4% during 2024, from $5M to $6M. Reported net income was $672K.
How have Stern & Eisenberg, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stern & Eisenberg, PC's sponsor-wide assets grew 30.2%, from $4M to $6M.
Which 401(k) plans are similar in size to Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Service Group, Inc. Retirement Savings Plan - Staff Employees in IL ($6M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Stern & Eisenberg, PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 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 451578526.

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.