401(k) · DOL Form 5500 · 2022

The Stephens Group, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
112
Participants Small participant base
80th
Percentile by assets National rank
$217,244
Avg per participant Above avg balance/head
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Official DOL plan name: The Stephens Group, LLC 401(k) Plan · Sponsored by The Stephens Group, LLC · Arkansas · Finance & Insurance

$24M in assets, 112 participants

The Stephens Group, LLC's The Stephens Group, LLC 401(k) Plan reported $24M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,309 in Finance & Insurance (9,261 peers)

Coverage in Arkansas

The Stephens Group, LLC 401(k) Plan covers 112 participants in Arkansas, about 4% of the average Arkansas filer (state average ~2,784 per filing). Assets: $24M.

#6,309
in Finance & Insurance (9,261 peers)
-14.7%
assets change YoY
0.2×
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.

The Stephens Group, LLC 401(k) Plan's outsized position by total assets

The Stephens Group, LLC 401(k) Plan vs every filed plan by assets

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

$24,331,285 Top 20% higher than 80% 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

The Stephens Group, LLC 401(k) 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. The Stephens Group, LLC 401(k) Plan sits mid-pack in the medium band (112 participants).

EBSA filing schedule strip

Filing strip 204948475 · The Stephens Group, LLC PY 2022 · 401(k)

The Stephens Group, LLC 401(k) Plan · $24M · 112 · 80th

  • SCH $24M
  • SCH 112
  • SCH 80th
  • SCH 401(k)
  • SCH near Preferred Hotel Group, Inc. 401(k) Profit Sharing Plan
  • SCH ind #6309

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 Arkansas →

The Stephens Group, LLC 401(k) Plan in the asset neighbourhood

Cfcu Community Credit Union 401(k) PlanCfcu Community Credit Union …$24MThe Stephens Group, LLC 401(k) PlanThe Stephens Group, LLC 401(…$24MPreferred Hotel Group, Inc. 401(k) Profit Sharing PlanPreferred Hotel Group, Inc. …$24MAbcm Corporation 401(k) Profit Sharing PlanAbcm Corporation 401(k) Prof…$24MKeesler Federal Credit Union 401(k) Plan and TrustKeesler Federal Credit Union…$24M
End-of-year total assets ($M) among The Stephens Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arkansas filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN204948475
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Stephens Group, LLC)

Sponsor-wide plan assets over time

All The Stephens Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 35.54492498032882% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $33M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 112 $24M
2023 1 113 $29M
2024 1 121 $33M

Nearby 401(k) Plans in Arkansas

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

The Stephens Group, LLC 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -10010203040 Total assets ($B) Participants The Stephens Group, LLC 401(k) Plan, Total assets ($B): 0.024331285 · Participants: 112The Stephens Group, LLC 401(k) 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
The Stephens Group, LLC 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare The Stephens Group, LLC 401(k) Plan side-by-side with 3 peers →

The Stephens Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Preferred Hotel Group, Inc. 401(k) Profit Sharing Plan in CA ($24M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 The Stephens Group, LLC 401(k) Plan assets move in 2022? ▼
The Stephens Group, LLC 401(k) Plan pulled back noticeably - down 14.7% during 2022, from $29M to $24M. Reported net income was -$4M.
How have The Stephens Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Stephens Group, LLC's sponsor-wide assets grew 35.5%, from $24M to $33M.
Where does The Stephens Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Stephens Group, LLC 401(k) Plan ranks in the 80th 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 The Stephens Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Preferred Hotel Group, Inc. 401(k) Profit Sharing Plan in CA ($24M, 158 participants).
Which 401(k) plans cover a similar participant headcount to The Stephens Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 204948475.

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.