Profit Sharing · DOL Form 5500 · 2022

Stephens Independence Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
27th
Percentile by assets National rank
$178,333
Avg per participant Above avg balance/head
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Official DOL plan name: Stephens Independence Ventures, Inc. Retirement Plan · Sponsored by Stephens Independence Ventures, Inc. · Texas · Management of Enterprises

$1M in assets, 7 participants

Stephens Independence Ventures, Inc.'s Stephens Independence Ventures, Inc. Retirement Plan reported $1M in total assets and 7 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.

  • #188 in Management of Enterprises (1,193 peers)

Stephens Independence Ventures, Inc. multi-year trail

Stephens Independence Ventures, Inc.'s plans moved +20.5% in assets from 2022 to 2024; this filing shows Stephens Independence Ventures, Inc. Retirement Plan at $1M / 7 participants.

#188
in Management of Enterprises (1,193 peers)
+79.6%
assets growth YoY

Stephens Independence Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Stephens Independence Ventures, Inc. Retirement Plan vs every filed plan by assets

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

$1,248,331 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

Stephens Independence Ventures, Inc. Retirement 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. Stephens Independence Ventures, Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 844952742 · Stephens Independence Ventures, Inc. PY 2022 · Profit Sharing

Stephens Independence Ventures, Inc. Retirement Plan · $1M · 7 · 27th

  • SCH $1M
  • EBSA 7
  • PART 27th
  • TYPE Profit Sharing
  • NET near Randal G. Bottenfield, Cpa, Ltd. Profit Sharing Plan
  • BOOK ind #188

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 Management of Enterprises retirement plans → · Plans in Texas →

Stephens Independence Ventures, Inc. Retirement Plan in the asset neighbourhood

Stephens Independence Ventures, Inc. Retirement PlanStephens Independence Ventur…$1MRandal G. Bottenfield, Cpa, Ltd. Profit Sharing PlanRandal G. Bottenfield, Cpa, …$1MDeal with It, Inc. Profit Sharing PlanDeal with It, Inc. Profit Sh…$1MNetwork Enterprises, Inc. Nish Retirement PlanNetwork Enterprises, Inc. Ni…$1MIceline, Inc. Retirement Plan$1M
End-of-year total assets ($M) among Stephens Independence Ventures, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Stephens Independence Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stephens Independence Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.530131832022118% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.25M $1.5M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 8 $1M
2024 1 8 $2M

Stephens Independence Ventures, Inc. filing trail (2022)

Total Assets (Beginning of Year)$695K
Net Assets (End of Year)$1M
Net Income$553K
Employer EIN844952742
Plan Effective Date2018-03-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Stephens Independence Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Stephens Independence Ventures, Inc. Retirement Plan, Total assets ($B): 0.001248331 · Participants: 7Stephens Independence Ventures, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Stephens Independence Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Stephens Independence Ventures, Inc. Retirement Plan side-by-side with 3 peers →

Stephens Independence Ventures, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Randal G. Bottenfield, Cpa, Ltd. Profit Sharing Plan in VA ($1M); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Stephens Independence Ventures, Inc. Retirement Plan assets move in 2022? ▼
Stephens Independence Ventures, Inc. Retirement Plan surged - up 79.6% during 2022, from $695K to $1M. Reported net income was $553K.
How have Stephens Independence Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephens Independence Ventures, Inc.'s sponsor-wide assets grew 20.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Stephens Independence Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Randal G. Bottenfield, Cpa, Ltd. Profit Sharing Plan in VA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Stephens Independence Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K 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 844952742.

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.