401(k) · DOL Form 5500 · 2022

Stevenson Smith, Cpa's LLC 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$748K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$149,627
Avg per participant Above avg balance/head
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Official DOL plan name: Stevenson Smith, Cpa's LLC 401(k) Plan · Sponsored by Stevenson Smith, Cpa's LLC 401(k) Plan · Utah · Professional & Technical Services

$748K in assets, 5 participants

Stevenson Smith, Cpa's LLC 401(k) Plan's Stevenson Smith, Cpa's LLC 401(k) Plan reported $748K in total assets and 5 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.

  • #3,919 in Professional & Technical Services (21,562 peers)

Stevenson Smith, Cpa's LLC 401(k) Plan multi-year trail

Stevenson Smith, Cpa's LLC 401(k) Plan's plans moved +22.5% in assets from 2022 to 2023; this filing shows Stevenson Smith, Cpa's LLC 401(k) Plan at $748K / 5 participants.

#3,919
in Professional & Technical Services (21,562 peers)
-37.3%
assets change YoY

The plan reported a net loss of $445K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stevenson Smith, Cpa's LLC 401(k) Plan among the smaller filed plans by assets

Stevenson Smith, Cpa's LLC 401(k) Plan vs every filed plan by assets

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

$748,137 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

Stevenson Smith, Cpa's LLC 401(k) 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. Stevenson Smith, Cpa's LLC 401(k) Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 529860019 · Stevenson Smith, Cpa's LLC 401(k) Plan PY 2022 · 401(k)

Stevenson Smith, Cpa's LLC 401(k) Plan · $748K · 5 · 22nd

  • NET $748K
  • BOOK 5
  • VS-ST 22nd
  • BOY 401(k)
  • SCH near Black Rock 401(k) Plan
  • EBSA ind #3919

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 Professional & Technical Services retirement plans → · Plans in Utah →

Stevenson Smith, Cpa's LLC 401(k) Plan in the asset neighbourhood

Stevenson Smith, Cpa's LLC 401(k) PlanStevenson Smith, Cpa's LLC 4…$748KBlack Rock 401(k) Plan$748KZamora Automotive, Inc. 401(k) Retirement PlanZamora Automotive, Inc. 401(…$748KForefront Healthcare 401(k) PlanForefront Healthcare 401(k) …$748KWool735, Inc. 401(k) Profit Sharing PlanWool735, Inc. 401(k) Profit …$748K
End-of-year total assets ($M) among Stevenson Smith, Cpa's LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Stevenson Smith, Cpa's LLC 401(k) Plan multi-year asset trail

Sponsor-wide plan assets over time

All Stevenson Smith, Cpa's LLC 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$916K 22.47115167409178% vs 2022
2023 filing year
$0.7M$0.8M$0.9M$1M 20222023 $0.75M $0.92M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 5 $748K
2023 1 4 $916K

Stevenson Smith, Cpa's LLC 401(k) Plan filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$748K
Net Income-$445K
Employer EIN529860019
Plan Effective Date2003-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Stevenson Smith, Cpa's LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Stevenson Smith, Cpa's LLC 401(k) Plan, Total assets ($B): 0.000748137 · Participants: 5Stevenson Smith, Cpa's LLC 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Stevenson Smith, Cpa's LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Stevenson Smith, Cpa's LLC 401(k) Plan side-by-side with 3 peers →

Stevenson Smith, Cpa's LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Black Rock 401(k) Plan in AZ ($748K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($748K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Stevenson Smith, Cpa's LLC 401(k) Plan assets move in 2022? ▼
Stevenson Smith, Cpa's LLC 401(k) Plan contracted severely - down 37.3% during 2022, from $1M to $748K. Reported net income was -$445K.
How have Stevenson Smith, Cpa's LLC 401(k) Plan plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stevenson Smith, Cpa's LLC 401(k) Plan's sponsor-wide assets grew 22.5%, from $748K to $916K.
Where does Stevenson Smith, Cpa's LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Stevenson Smith, Cpa's LLC 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 Stevenson Smith, Cpa's LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Black Rock 401(k) Plan in AZ ($748K, 1,795 participants).
Which 401(k) plans cover a similar participant headcount to Stevenson Smith, Cpa's LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 529860019.

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.