Profit Sharing · DOL Form 5500 · 2022

John E. Stephens, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
36th
Percentile by assets National rank
$285,956
Avg per participant High balance/head
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Official DOL plan name: John E. Stephens, Inc. Profit Sharing Plan · Sponsored by John E. Stephens, Inc. · Arkansas · Agriculture, Forestry & Fishing

$2M in assets, 8 participants

John E. Stephens, Inc.'s John E. Stephens, Inc. Profit Sharing Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #587 in Agriculture, Forestry & Fishing (1,523 peers)

John E. Stephens, Inc. multi-year trail

John E. Stephens, Inc.'s plans moved +30.5% in assets from 2022 to 2024; this filing shows John E. Stephens, Inc. Profit Sharing Plan at $2M / 8 participants.

#587
in Agriculture, Forestry & Fishing (1,523 peers)
-15.3%
assets change YoY

The plan reported a net loss of $413K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John E. Stephens, Inc. Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

John E. Stephens, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,287,650 36th percentile higher than 36% 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

John E. Stephens, Inc. 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. John E. Stephens, Inc. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 710463319 · John E. Stephens, Inc. PY 2022 · Profit Sharing

John E. Stephens, Inc. Profit Sharing Plan · $2M · 8 · 36th

  • NET $2M
  • BOOK 8
  • VS-ST 36th
  • BOY Profit Sharing
  • SCH near Sherwood Industries, Inc. Profit Sharing Plan
  • EBSA ind #587

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Arkansas →

John E. Stephens, Inc. Profit Sharing Plan in the asset neighbourhood

John E. Stephens, Inc. Profit Sharing PlanJohn E. Stephens, Inc. Profi…$2MSherwood Industries, Inc. Profit Sharing PlanSherwood Industries, Inc. Pr…$2MTon That Chieu Md Self Directed Profit Sharing PlanTon That Chieu Md Self Direc…$2MPioneer Apco LLC 401(k) Plan$2MRoger a. Wooley, D.M.D., M.S. Profit Sharing PlanRoger a. Wooley, D.M.D., M.S…$2M
End-of-year total assets ($M) among John E. Stephens, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

John E. Stephens, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John E. Stephens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.45172994120604% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.29M $2.98M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 7 $3M
2024 1 9 $3M

John E. Stephens, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$413K
Employer EIN710463319
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arkansas

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

John E. Stephens, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 01020304050 Total assets ($M) Participants John E. Stephens, Inc. Profit Sharing Plan, Total assets ($M): 2.28765 · Participants: 8John E. Stephens, Inc. Profit Sharing PlanHeifer International 403(b) Plan, Total assets ($M): 38.763062 · Participants: 228Heifer International 403(b) PlanBaxter Regional Medical Center 401(a) Plan, Total assets ($M): 34.984218 · Participants: 1817Baxter Regional Medical Center 401(a) PlanArcare Retirement Plan, Total assets ($M): 31.987475 · Participants: 1131Arcare Retirement PlanDyke Industries, Inc. Profit Sharing Plan & Trust, Total assets ($M): 31.305516 · Participants: 552Dyke Industries, Inc. Profit Sharing Plan & TrustWehco Profit Sharing Plan, Total assets ($M): 17.995572 · Participants: 732Wehco Profit Sharing Plan
John E. Stephens, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants
Compare John E. Stephens, Inc. Profit Sharing Plan side-by-side with 3 peers →

John E. Stephens, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arkansas, the nearest Profit Sharing by assets is Sherwood Industries, Inc. Profit Sharing Plan in IL ($2M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 John E. Stephens, Inc. Profit Sharing Plan assets move in 2022? ▼
John E. Stephens, Inc. Profit Sharing Plan declined sharply - down 15.3% during 2022, from $3M to $2M. Reported net income was -$413K.
How have John E. Stephens, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John E. Stephens, Inc.'s sponsor-wide assets grew 30.5%, from $2M to $3M.
Which Profit Sharing plans are similar in size to John E. Stephens, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sherwood Industries, Inc. Profit Sharing Plan in IL ($2M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to John E. Stephens, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K 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 710463319.

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.