401(k) · DOL Form 5500 · 2022

Stein & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
787
Participants Near avg headcount
82nd
Percentile by assets National rank
$36,960
Avg per participant Low balance/head
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Official DOL plan name: Stein & Associates, LLC 401(k) Profit Sharing Plan · Sponsored by Stein & Associates, LLC · Arkansas · Healthcare & Social Assistance

$29M in assets, 787 participants

Stein & Associates, LLC's Stein & Associates, LLC 401(k) Profit Sharing Plan reported $29M in total assets and 787 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,086 in Healthcare & Social Assistance (20,060 peers)

Coverage in Arkansas

Stein & Associates, LLC 401(k) Profit Sharing Plan covers 787 participants in Arkansas, about 28% of the average Arkansas filer (state average ~2,784 per filing). Assets: $29M.

#17,086
in Healthcare & Social Assistance (20,060 peers)
-13.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stein & Associates, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Stein & Associates, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,087,503 Top 18% higher than 82% 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

Stein & Associates, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stein & Associates, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (787 participants).

DOL schedule card

Filing strip 640913971 · Stein & Associates, LLC PY 2022 · 401(k)

Stein & Associates, LLC 401(k) Profit Sharing Plan · $29M · 787 · 82nd

  • BOY $29M
  • BOY 787
  • BOY 82nd
  • BOY 401(k)
  • BOY near Inspire Medical Systems, Inc. 401(k) Plan
  • BOY ind #17086

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 Healthcare & Social Assistance retirement plans → · Plans in Arkansas →

Stein & Associates, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Stein & Associates, LLC 401(k) Profit Sharing PlanStein & Associates, LLC 401(…$29MInspire Medical Systems, Inc. 401(k) PlanInspire Medical Systems, Inc…$29MGuidepoint Security, LLC 401(k) PlanGuidepoint Security, LLC 401…$29MCirtec Medical Corporation 401(k) PlanCirtec Medical Corporation 4…$29MWente Family Estates 401(k) Profit Sharing Plan & TrustWente Family Estates 401(k) …$29M
End-of-year total assets ($M) among Stein & Associates, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arkansas filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$29M
Net Income-$4M
Employer EIN640913971
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stein & Associates, LLC)

Sponsor-wide plan assets over time

All Stein & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 42.02136223243363% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.1M $41.3M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 787 $29M
2023 1 856 $37M
2024 1 918 $41M

Nearby 401(k) Plans in Arkansas

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

Stein & Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -10010203040 Total assets ($B) Participants Stein & Associates, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.029087503 · Participants: 787Stein & Associates, LLC 401(k) Profit Sharing PlanWalmart 401(k) Plan, Total assets ($B): 36.747577034 · Participants: 1687830Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.240139798 · Participants: 109234Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.448802275 · Participants: 30577Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.120265109 · Participants: 34174J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.09987819 · Participants: 10984Windstream 401(k) Plan
Stein & Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Stein & Associates, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stein & Associates, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Inspire Medical Systems, Inc. 401(k) Plan in MN ($29M); by covered participants it is Logistics Insight Corp. Union Savings Plan in MI (787 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (787 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 Stein & Associates, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Stein & Associates, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 13.1% during 2022, from $33M to $29M. Reported net income was -$4M.
How have Stein & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stein & Associates, LLC's sponsor-wide assets grew 42.0%, from $29M to $41M.
Where does Stein & Associates, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stein & Associates, LLC 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stein & Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inspire Medical Systems, Inc. 401(k) Plan in MN ($29M, 461 participants).
Which 401(k) plans cover a similar participant headcount to Stein & Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logistics Insight Corp. Union Savings Plan in MI (787 participants, $7M 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 640913971.

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.