401(k) · DOL Form 5500 · 2024

Pashman & Stein, PC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 124
Participants Small participant base: 72nd
Percentile by assets National rank: $181,754
Avg per participant Above avg balance/head

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Official DOL plan name: Pashman Stein 401(k) Plan · Sponsored by Pashman & Stein, PC · New Jersey · Professional & Technical Services

$23M in assets, 124 participants

Pashman & Stein, PC's Pashman Stein 401(k) Plan reported $23M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

#14,534 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Pashman Stein 401(k) Plan covers 124 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $23M.

#14,534
in Professional & Technical Services (20,173 peers): +14.7%
assets growth YoY

Pashman Stein 401(k) Plan's outsized position by total assets

Pashman Stein 401(k) Plan vs every filed plan by assets

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

$22,537,444 Top 28% higher than 72% 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

Pashman Stein 401(k) Plan 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. Pashman Stein 401(k) Plan sits mid-pack in the medium band (124 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Pashman Stein 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Pashman Stein 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Pashman Stein 401(k) Plan reported participants rose from 112 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 223384189 · Pashman & Stein, PC PY 2024 · 401(k)

Pashman Stein 401(k) Plan · $23M · 124 · 72nd

ASSETS $23M
ASSETS 124
ASSETS 72nd
ASSETS 401(k)
ASSETS near Henry Avocado Corporation
ASSETS ind #14534

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 Jersey →

End-of-year total assets ($M) among Pashman Stein 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$23M
Net Income	$3M
Employer EIN	223384189
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pashman & Stein, PC)

Latest sponsor-wide plan assets: $23M 14.73340421410541% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	112	$20M
2024	1	124	$23M

Nearby 401(k) Plans in New Jersey

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

Pashman Stein 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
Verizon Savings Plan for Management Employees $29.4B · 69,218
Johnson and Johnson Savings Plan $23.6B · 42,583
Ernst & Young Retirement Savings Plan $18.3B · 56,714
Merck US Savings Plan $15.0B · 27,956

Compare Pashman Stein 401(k) Plan side-by-side with 3 peers →

Pashman Stein 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Henry Avocado Corporation in CA ($23M); by covered participants it is Rentalmax 401(k) Retirement Plan in IL (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Henry Avocado Corporation (CA) $23M · 125
Santa Cruz Bicycles 401(k) Plan (CA) $23M · 315
Tena Companies 401(k) Plan (MN) $23M · 155
Furniture Marketing Group, Inc. 401(k)/Profit Sharing Plan (TX) $23M · 240

Similar participant headcount

Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.

Rentalmax 401(k) Retirement Plan (IL) 124 · 0 off
Northcentral Electric Cooperative 401(k) Pension Plan (MS) 124 · 0 off
Advanced Medical Pricing Solutions 401(k) Profit Sharing Pla (GA) 124 · 0 off
Alliance Industrial Corporation Retirement Savings Plan (VA) 124 · 0 off

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 Pashman Stein 401(k) Plan assets move in 2024? ▼

Pashman Stein 401(k) Plan grew at a solid clip - up 14.7% during 2024, from $20M to $23M. Reported net income was $3M.

How have Pashman & Stein, PC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Pashman & Stein, PC's sponsor-wide assets grew 14.7%, from $20M to $23M.

Which 401(k) plans are similar in size to Pashman Stein 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Henry Avocado Corporation in CA ($23M, 125 participants).

Which 401(k) plans cover a similar participant headcount to Pashman Stein 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rentalmax 401(k) Retirement Plan in IL (124 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 223384189.