401(k) · DOL Form 5500 · 2022

Mike & Steph, Inc. 401(k) Plan

Data updated 2026-08-25

$606K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$151,611
Avg per participant Above avg balance/head
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Official DOL plan name: Mike & Steph, Inc. 401(k) Plan · Sponsored by Mike & Steph, Inc. · Oregon · Manufacturing

$606K in assets, 4 participants

Mike & Steph, Inc.'s Mike & Steph, Inc. 401(k) Plan reported $606K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,778 in Manufacturing (20,602 peers)

Mike & Steph, Inc. multi-year trail

Mike & Steph, Inc.'s plans moved +46.8% in assets from 2022 to 2024; this filing shows Mike & Steph, Inc. 401(k) Plan at $606K / 4 participants.

#1,778
in Manufacturing (20,602 peers)
-11.2%
assets change YoY

The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mike & Steph, Inc. 401(k) Plan among the smaller filed plans by assets

Mike & Steph, Inc. 401(k) Plan vs every filed plan by assets

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

$606,444 20th percentile higher than 20% 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

Mike & Steph, Inc. 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. Mike & Steph, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 811206709 · Mike & Steph, Inc. PY 2022 · 401(k)

Mike & Steph, Inc. 401(k) Plan · $606K · 4 · 20th

  • RANK $606K
  • PHOTO 4
  • IND 20th
  • EOY 401(k)
  • 5500 near All-Tech Heating & Cooling, Inc.Profit Sharing Plan
  • ASSETS ind #1778

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 Oregon →

Mike & Steph, Inc. 401(k) Plan in the asset neighbourhood

Mike & Steph, Inc. 401(k) PlanMike & Steph, Inc. 401(k) Pl…$606KAll-Tech Heating & Cooling, Inc.Profit Sharing PlanAll-Tech Heating & Cooling, …$606KArlt Industries, Inc. 401(k) PlanArlt Industries, Inc. 401(k)…$606KConceptually Chic Design Solutions, Inc. Retirement PlanConceptually Chic Design Sol…$606KRenaissance Windows & Doors, Inc. 401(k) Profit Sharing PlanRenaissance Windows & Doors,…$607K
End-of-year total assets ($M) among Mike & Steph, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mike & Steph, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mike & Steph, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$890K 46.75716141968591% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.61M $0.89M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 4 $606K
2023 1 6 $777K
2024 1 7 $890K

Mike & Steph, Inc. filing trail (2022)

Total Assets (Beginning of Year)$683K
Net Assets (End of Year)$606K
Net Income-$77K
Employer EIN811206709
Plan Effective Date2016-01-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Mike & Steph, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Mike & Steph, Inc. 401(k) Plan, Total assets ($B): 0.000606444 · Participants: 4Mike & Steph, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Mike & Steph, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mike & Steph, Inc. 401(k) Plan side-by-side with 3 peers →

Mike & Steph, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is All-Tech Heating & Cooling, Inc.Profit Sharing Plan in GA ($606K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Mike & Steph, Inc. 401(k) Plan assets move in 2022? ▼
Mike & Steph, Inc. 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $683K to $606K. Reported net income was -$77K.
How have Mike & Steph, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mike & Steph, Inc.'s sponsor-wide assets grew 46.8%, from $606K to $890K.
Where does Mike & Steph, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mike & Steph, Inc. 401(k) Plan ranks in the 20th 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 Mike & Steph, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is All-Tech Heating & Cooling, Inc.Profit Sharing Plan in GA ($606K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Mike & Steph, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 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 811206709.

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.