401(k) · DOL Form 5500 · 2022

Stevens Capital Management LP 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
56
Participants Small participant base
91st
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Stevens Capital Management LP 401(k) Plan · Sponsored by Stevens Capital Management LP · Pennsylvania · Finance & Insurance

$70M in assets, 56 participants

Stevens Capital Management LP's Stevens Capital Management LP 401(k) Plan reported $70M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,850 in Finance & Insurance (9,261 peers)

Where Stevens Capital Management LP 401(k) Plan sits by assets

Stevens Capital Management LP 401(k) Plan sits in the top 10% of all filed plans by assets, $70M for 56 participants (~$1.2M/participant), down 18.4% in 2022.

#7,850
in Finance & Insurance (9,261 peers)
-18.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stevens Capital Management LP 401(k) Plan's outsized position by total assets

Stevens Capital Management LP 401(k) Plan vs every filed plan by assets

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

$69,631,606 Top 9% higher than 91% 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

Stevens Capital Management LP 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. Stevens Capital Management LP 401(k) Plan is a small filing (56 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 980377305 · Stevens Capital Management LP PY 2022 · 401(k)

Stevens Capital Management LP 401(k) Plan · $70M · 56 · 91st

  • IND $70M
  • EOY 56
  • 5500 91st
  • ASSETS 401(k)
  • PCT near Victory Automotive Group 401(k) Plan
  • EIN ind #7850

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Stevens Capital Management LP 401(k) Plan in the asset neighbourhood

Stevens Capital Management LP 401(k) PlanStevens Capital Management L…$70MVictory Automotive Group 401(k) PlanVictory Automotive Group 401…$70MEmerald X, LLC 401(k) Plan$70MAutomationdirect.Com 401(k) PlanAutomationdirect.Com 401(k) …$70MF. Korbel & Bros. 401(k) Retirement PlanF. Korbel & Bros. 401(k) Ret…$70M
End-of-year total assets ($M) among Stevens Capital Management LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$70M
Net Income-$16M
Employer EIN980377305
Plan Effective Date2003-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens Capital Management LP)

Sponsor-wide plan assets over time

All Stevens Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$107M 54.37226738673814% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $69.6M $107M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 56 $70M
2023 1 58 $88M
2024 1 61 $107M

Nearby 401(k) Plans in Pennsylvania

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

Stevens Capital Management LP 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Stevens Capital Management LP 401(k) Plan, Total assets ($B): 0.069631606 · Participants: 56Stevens Capital Management LP 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Stevens Capital Management LP 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stevens Capital Management LP 401(k) Plan side-by-side with 3 peers →

Stevens Capital Management LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Victory Automotive Group 401(k) Plan in MI ($70M); by covered participants it is Evoke at Entrada 401(k) Plan in UT (56 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Stevens Capital Management LP 401(k) Plan assets move in 2022? ▼
Stevens Capital Management LP 401(k) Plan declined sharply - down 18.4% during 2022, from $85M to $70M. Reported net income was -$16M.
How have Stevens Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Capital Management LP's sponsor-wide assets grew 54.4%, from $70M to $107M.
Where does Stevens Capital Management LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Stevens Capital Management LP 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stevens Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Victory Automotive Group 401(k) Plan in MI ($70M, 1,999 participants).
Which 401(k) plans cover a similar participant headcount to Stevens Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Evoke at Entrada 401(k) Plan in UT (56 participants, $3M 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 980377305.

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.