Other · DOL Form 5500 · 2022
Steinbergs Inc Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $4.2M
- Avg per participant High balance/head
Official DOL plan name: Steinberg's Inc Employees' Pension Plan · Sponsored by Steinbergs Inc · North Carolina · Retail Trade
$4M in assets, 1 participants
Steinbergs Inc's Steinberg's Inc Employees' Pension Plan reported $4M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #5,396 in Retail Trade (9,519 peers)
Steinbergs Inc multi-year trail
Steinbergs Inc's plans moved +30.7% in assets from 2022 to 2024; this filing shows Steinberg's Inc Employees' Pension Plan at $4M / 1 participant.
- #5,396
- in Retail Trade (9,519 peers)
- -8.3%
- assets change YoY
The plan reported a net loss of $383K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Steinberg's Inc Employees' Pension Plan's mid-pack asset rank among Retail Trade and all filers
Steinberg's Inc Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,247,707 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Steinberg's Inc Employees' Pension 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. Steinberg's Inc Employees' Pension Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 208846270 · Steinbergs Inc PY 2022 · Other
Steinberg's Inc Employees' Pension Plan · $4M · 1 · 47th
- IND $4M
- EOY 1
- 5500 47th
- ASSETS Other
- PCT near Ozark Action, Inc. 403(b) Plan
- EIN ind #5396
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 Retail Trade retirement plans → · Plans in North Carolina →
Steinberg's Inc Employees' Pension Plan in the asset neighbourhood
Steinbergs Inc multi-year asset trail
Sponsor-wide plan assets over time
All Steinbergs Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 30.673843558418696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $4M |
| 2023 | 1 | 1 | $5M |
| 2024 | 1 | 1 | $6M |
Steinbergs Inc filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$383K |
| Employer EIN | 208846270 |
| Plan Effective Date | 2007-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Steinberg's Inc Employees' Pension Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Ozark Action, Inc. 403(b) Plan in MO ($4M); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- James Nola Investment Trust (FL) 1 · 0 off
- Partnerships for Minnesota Futures DC Plan (MN) 1 · 0 off
- Lucky View Enterprises 401(k) Profit Sharing (MI) 1 · 0 off
- Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.