401(k) · DOL Form 5500 · 2022
Stevens & Lee 401(k) Plan
Data updated 2026-08-11
- $224M
- Total assets
- 321
- Participants
- 96th
- Percentile by assets
- $699,261
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $224M
- total plan assets (2022 EOY)
- 321
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $699,261
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Stevens & Lee Savings Plan reports 321 participants - about 39% of that state average ($224M EOY assets).
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)
| 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.
Stevens & Lee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Stevens & Lee Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Stevens & Lee Savings Plan assets move in 2022? ▼
How have Stevens & Lee plan assets changed over time? ▼
Where does Stevens & Lee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Stevens & Lee Savings Plan? ▼
Next read for Stevens & Lee Savings Plan
Filing takeaways
Ways to act on Stevens & Lee Savings Plan's numbers.
- By total assets, Stevens & Lee Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Stevens & Lee's sponsor-wide assets have grown 25.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans