Profit Sharing · DOL Form 5500 · 2022

Stephenson & Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$314,289
Avg per participant High balance/head
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Official DOL plan name: Stephenson & Company Profit Sharing Plan · Sponsored by Stephenson & Company, Inc. · California · Finance & Insurance

$1M in assets, 4 participants

Stephenson & Company, Inc.'s Stephenson & Company Profit Sharing Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,700 in Finance & Insurance (9,261 peers)

Stephenson & Company, Inc. multi-year trail

Stephenson & Company, Inc.'s plans moved +34.4% in assets from 2022 to 2024; this filing shows Stephenson & Company Profit Sharing Plan at $1M / 4 participants.

#1,700
in Finance & Insurance (9,261 peers)
-8.7%
assets change YoY

The plan reported a net loss of $121K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stephenson & Company Profit Sharing Plan among the smaller filed plans by assets

Stephenson & Company Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,257,157 27th percentile higher than 27% of 139,123 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 2022

Stephenson & Company Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephenson & Company Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 811124741 · Stephenson & Company, Inc. PY 2022 · Profit Sharing

Stephenson & Company Profit Sharing Plan · $1M · 4 · 27th

  • EBSA $1M
  • PART 4
  • TYPE 27th
  • NET Profit Sharing
  • BOOK near Jose O. Garcia Burgos, Md Retirement Plan
  • VS-ST ind #1700

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 Finance & Insurance retirement plans → · Plans in California →

Stephenson & Company Profit Sharing Plan in the asset neighbourhood

Stephenson & Company Profit Sharing PlanStephenson & Company Profit …$1MJose O. Garcia Burgos, Md Retirement PlanJose O. Garcia Burgos, Md Re…$1MOklahoma Christian School Profit Sharing PlanOklahoma Christian School Pr…$1MS & N Funeral Home Simplified PspS & N Funeral Home Simplifie…$1MOhana Neurology Profit Sharing PlanOhana Neurology Profit Shari…$1M
End-of-year total assets ($M) among Stephenson & Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Stephenson & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stephenson & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.37207922319965% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.26M $1.69M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $2M

Stephenson & Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$121K
Employer EIN811124741
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stephenson & Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Stephenson & Company Profit Sharing Plan, Total assets ($B): 0.001257157 · Participants: 4Stephenson & Company Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Stephenson & Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stephenson & Company Profit Sharing Plan side-by-side with 3 peers →

Stephenson & Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jose O. Garcia Burgos, Md Retirement Plan in PR ($1M); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stephenson & Company Profit Sharing Plan assets move in 2022? ▼
Stephenson & Company Profit Sharing Plan pulled back noticeably - down 8.7% during 2022, from $1M to $1M. Reported net income was -$121K.
How have Stephenson & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephenson & Company, Inc.'s sponsor-wide assets grew 34.4%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Stephenson & Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose O. Garcia Burgos, Md Retirement Plan in PR ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Stephenson & Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Precision Signs, Inc. Retirement Plan in NC (4 participants, $346K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811124741.

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.