401(k) · DOL Form 5500 · 2022

Stephens Advertising LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
35
Participants Small participant base
46th
Percentile by assets National rank
$112,356
Avg per participant Below avg balance/head
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Official DOL plan name: Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Stephens Advertising LLC · Ohio · Professional & Technical Services

$4M in assets, 35 participants

Stephens Advertising LLC's Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,310 in Professional & Technical Services (21,562 peers)

2022 asset change

Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust declined sharply 18.7% in 2022 ($5M → $4M) for 35 participants.

#9,310
in Professional & Technical Services (21,562 peers)
-18.7%
assets change YoY

The plan reported a net loss of $903K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,932,473 46th percentile higher than 46% 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

Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust is a small filing (35 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 472601924 · Stephens Advertising LLC PY 2022 · 401(k)

Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust · $4M · 35 · 46th

  • PHOTO $4M
  • IND 35
  • EOY 46th
  • 5500 401(k)
  • ASSETS near Fleming Electric, Inc. 401(k) Profit Sharing Plan
  • PCT ind #9310

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 Ohio →

Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Stephens Advertising LLC 401(k) Profit Sharing Plan & TrustStephens Advertising LLC 401…$4MFleming Electric, Inc. 401(k) Profit Sharing PlanFleming Electric, Inc. 401(k…$4MLau, Lane, Pieper, Conley & Mccreadie, P.a. Profit Sharing PlanLau, Lane, Pieper, Conley & …$4MDdp Roofing Services, Inc. 401(k) PlanDdp Roofing Services, Inc. 4…$4MHanover Hill 401(k) Pension PlanHanover Hill 401(k) Pension …$4M
End-of-year total assets ($M) among Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Stephens Advertising LLC years around the 2022 move

Sponsor-wide plan assets over time

All Stephens Advertising LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.5806984561623185% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.93M $4.07M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 35 $4M
2023 1 35 $5M
2024 1 39 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$903K
Employer EIN472601924
Plan Effective Date2007-12-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003932473 · Participants: 35Stephens Advertising LLC 401(k) Profit Sharing Plan & TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Fleming Electric, Inc. 401(k) Profit Sharing Plan in AR ($4M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.

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 Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust assets move in 2022?
Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust declined sharply - down 18.7% during 2022, from $5M to $4M. Reported net income was -$903K.
How have Stephens Advertising LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Stephens Advertising LLC's sponsor-wide assets grew 3.6%, from $4M to $4M.
Which 401(k) plans are similar in size to Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Fleming Electric, Inc. 401(k) Profit Sharing Plan in AR ($4M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Toms Offroad 401(k) Plan in OR (35 participants, $8M in assets).