401(k) · DOL Form 5500 · 2022
Stevens & Lee 401(k) Plan
Data updated 2026-08-25
- $224M
- Total assets Near avg plan size
- 321
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $699,261
- Avg per participant High balance/head
Official DOL plan name: Stevens & Lee Savings Plan · Sponsored by Stevens & Lee · Pennsylvania · Professional & Technical Services
$224M in assets, 321 participants
Stevens & Lee's Stevens & Lee Savings Plan reported $224M in total assets and 321 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #20,924 in Professional & Technical Services (21,562 peers)
Coverage in Pennsylvania
Stevens & Lee Savings Plan covers 321 participants in Pennsylvania, about 39% of the average Pennsylvania filer (state average ~822 per filing). Assets: $224M.
- #20,924
- in Professional & Technical Services (21,562 peers)
- -17.3%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stevens & Lee Savings Plan's outsized position by total assets
Stevens & Lee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$224,462,846 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Stevens & Lee Savings 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. Stevens & Lee Savings Plan sits mid-pack in the medium band (321 participants).
Form 5500 schedule snapshot
Filing strip 231886296 · Stevens & Lee PY 2022 · 401(k)
Stevens & Lee Savings Plan · $224M · 321 · 96th
- BOOK $224M
- BOOK 321
- BOOK 96th
- BOOK 401(k)
- BOOK near Karsten Manufacturing Corporation and Subsidiaries 401(k) Plan
- BOOK ind #20924
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 Pennsylvania →
Stevens & Lee Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $271M |
|---|---|
| Net Assets (End of Year) | $220M |
| Net Income | -$48M |
| Employer EIN | 231886296 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stevens & Lee)
Sponsor-wide plan assets over time
All Stevens & Lee plans reported in each filing year
- Latest sponsor-wide plan assets
- $281M 25.287375176558175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 321 | $224M |
| 2023 | 1 | 345 | $254M |
| 2024 | 1 | 377 | $281M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Stevens & Lee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Karsten Manufacturing Corporation and Subsidiaries 401(k) Plan in AZ ($224M); by covered participants it is Fdf Energy Services, LLC 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224M here).
- Karsten Manufacturing Corporation and Subsidiaries 401(k) Plan (AZ) $224M · 897
- Life Time and Its Affiliates 401(k) Plan (MN) $224M · 20,563
- Thyssenkrupp 401(k) Plan North America (OR) $225M · 2,208
- Nclc 401(k) Plan (FL) $225M · 2,834
Similar participant headcount
Nearest other-state filings by covered participants (321 participants); asset peers above are excluded.
- Fdf Energy Services, LLC 401(k) Plan (LA) 321 · 0 off
- Ryan Herco Flow Solutions 401(k) Plan (CA) 321 · 0 off
- Murphy Employee Profit Sharing and 401(k) Plan (MO) 321 · 0 off
- Trailer Park Inc. Retirement Savings Plan (CA) 321 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.