401(k) · DOL Form 5500 · 2022

Steven Enterprises, Inc 401(k) Plan

Data updated 2026-08-25

$711K
Total assets Small plan by assets
29
Participants Small participant base
22nd
Percentile by assets National rank
$24,511
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steven Enterprises, Inc. 401(k) Plan · Sponsored by Steven Enterprises, Inc · California · Manufacturing

$711K in assets, 29 participants

Steven Enterprises, Inc's Steven Enterprises, Inc. 401(k) Plan reported $711K in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,938 in Manufacturing (20,602 peers)

Steven Enterprises, Inc multi-year trail

Steven Enterprises, Inc's plans moved +17.0% in assets from 2022 to 2024; this filing shows Steven Enterprises, Inc. 401(k) Plan at $711K / 29 participants.

#1,938
in Manufacturing (20,602 peers)
-12.4%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steven Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Steven Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$710,816 22nd percentile higher than 22% 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

Steven Enterprises, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven Enterprises, Inc. 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 330690071 · Steven Enterprises, Inc PY 2022 · 401(k)

Steven Enterprises, Inc. 401(k) Plan · $711K · 29 · 22nd

  • VS-ST $711K
  • BOY 29
  • SCH 22nd
  • EBSA 401(k)
  • PART near South Texas Surveying Associates, Inc. Profit Sharing Plan
  • TYPE ind #1938

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 Manufacturing retirement plans → · Plans in California →

Steven Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Steven Enterprises, Inc. 401(k) PlanSteven Enterprises, Inc. 401…$711KSouth Texas Surveying Associates, Inc. Profit Sharing PlanSouth Texas Surveying Associ…$711KFx Unlimited, Inc. 401(k) PlanFx Unlimited, Inc. 401(k) Pl…$711KFree Range Employment LLC 401(k) PlanFree Range Employment LLC 40…$711KAmeritocracy, Inc 401(k) Profit Sharing PlanAmeritocracy, Inc 401(k) Pro…$711K
End-of-year total assets ($M) among Steven Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Steven Enterprises, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Steven Enterprises, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$832K 17.033803403412417% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.71M $0.83M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 29 $711K
2023 1 29 $901K
2024 1 25 $832K

Steven Enterprises, Inc filing trail (2022)

Total Assets (Beginning of Year)$811K
Net Assets (End of Year)$711K
Net Income-$101K
Employer EIN330690071
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Steven Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Steven Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.000710816 · Participants: 29Steven Enterprises, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Steven Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Steven Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Steven Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is South Texas Surveying Associates, Inc. Profit Sharing Plan in TX ($711K); by covered participants it is R. H. Bluestein & Company Employees Retirement Savings Plan in MI (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Steven Enterprises, Inc. 401(k) Plan assets move in 2022? ▼
Steven Enterprises, Inc. 401(k) Plan pulled back noticeably - down 12.4% during 2022, from $811K to $711K. Reported net income was -$101K.
How have Steven Enterprises, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven Enterprises, Inc's sponsor-wide assets grew 17.0%, from $711K to $832K.
Where does Steven Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Steven Enterprises, Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Steven Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Texas Surveying Associates, Inc. Profit Sharing Plan in TX ($711K, 45 participants).
Which 401(k) plans cover a similar participant headcount to Steven Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R. H. Bluestein & Company Employees Retirement Savings Plan in MI (29 participants, N/A 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 330690071.

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.