401(k) · DOL Form 5500 · 2022

Stevens, Foster Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
22
Participants Small participant base
39th
Percentile by assets National rank
$128,375
Avg per participant Near avg balance/head
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Official DOL plan name: Stevens, Foster 401(k) Plan · Sponsored by Stevens, Foster Financial Services, Inc. · Minnesota · Finance & Insurance

$3M in assets, 22 participants

Stevens, Foster Financial Services, Inc.'s Stevens, Foster 401(k) Plan reported $3M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,464 in Finance & Insurance (9,261 peers)

Stevens, Foster Financial Services, Inc. multi-year trail

Stevens, Foster Financial Services, Inc.'s plans moved +19.2% in assets from 2022 to 2024; this filing shows Stevens, Foster 401(k) Plan at $3M / 22 participants.

#2,464
in Finance & Insurance (9,261 peers)
-14.8%
assets change YoY

The plan reported a net loss of $492K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stevens, Foster 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Stevens, Foster 401(k) Plan vs every filed plan by assets

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

$2,824,253 39th percentile higher than 39% 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, Foster 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, Foster 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 411614532 · Stevens, Foster Financial Services, Inc. PY 2022 · 401(k)

Stevens, Foster 401(k) Plan · $3M · 22 · 39th

  • SCH $3M
  • EBSA 22
  • PART 39th
  • TYPE 401(k)
  • NET near Interconnect Wiring 401(k) Profit Sharing Plan and Trust
  • BOOK ind #2464

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 Minnesota →

Stevens, Foster 401(k) Plan in the asset neighbourhood

Stevens, Foster 401(k) Plan$3MInterconnect Wiring 401(k) Profit Sharing Plan and TrustInterconnect Wiring 401(k) P…$3MHowe, Bonney & Associates 401(k) PlanHowe, Bonney & Associates 40…$3MHumane Society of Huron Valley 401(k) Profit Sharing Plan TrustHumane Society of Huron Vall…$3MMarquess & Associates, Inc. 401(k) Profit Sharing Plan & TrustMarquess & Associates, Inc. …$3M
End-of-year total assets ($M) among Stevens, Foster 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Stevens, Foster Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stevens, Foster Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.211628703235863% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.82M $3.37M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 22 $3M
2023 1 24 $3M
2024 1 21 $3M

Stevens, Foster Financial Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$492K
Employer EIN411614532
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Stevens, Foster 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Stevens, Foster 401(k) Plan, Total assets ($B): 0.002824253 · Participants: 22Stevens, Foster 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Stevens, Foster 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Stevens, Foster 401(k) Plan side-by-side with 3 peers →

Stevens, Foster 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Interconnect Wiring 401(k) Profit Sharing Plan and Trust in TX ($3M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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, Foster 401(k) Plan assets move in 2022? ▼
Stevens, Foster 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $3M to $3M. Reported net income was -$492K.
How have Stevens, Foster Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens, Foster Financial Services, Inc.'s sponsor-wide assets grew 19.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Stevens, Foster 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Interconnect Wiring 401(k) Profit Sharing Plan and Trust in TX ($3M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Stevens, Foster 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M 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 411614532.

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.