Profit Sharing · DOL Form 5500 · 2022
Stevens & Stevens Investment Group Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $159,467
- Avg per participant Above avg balance/head
Official DOL plan name: Stevens & Stevens Investment Group Inc. Retirement Plan · Sponsored by Stevens & Stevens Investment Group Inc. · Florida · Retail Trade
$1M in assets, 9 participants
Stevens & Stevens Investment Group Inc.'s Stevens & Stevens Investment Group Inc. Retirement Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #3,724 in Retail Trade (9,519 peers)
Stevens & Stevens Investment Group Inc. multi-year trail
Stevens & Stevens Investment Group Inc.'s plans moved +20.7% in assets from 2022 to 2024; this filing shows Stevens & Stevens Investment Group Inc. Retirement Plan at $1M / 9 participants.
- #3,724
- in Retail Trade (9,519 peers)
- +15.7%
- assets growth YoY
Stevens & Stevens Investment Group Inc. Retirement Plan among the smaller filed plans by assets
Stevens & Stevens Investment Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,435,199 29th percentile higher than 29% 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 & Stevens Investment Group Inc. Retirement 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. Stevens & Stevens Investment Group Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 834607305 · Stevens & Stevens Investment Group Inc. PY 2022 · Profit Sharing
Stevens & Stevens Investment Group Inc. Retirement Plan · $1M · 9 · 29th
- EOY $1M
- 5500 9
- ASSETS 29th
- PCT Profit Sharing
- EIN near Adrian L. Merton, Incorporated Davis-Bacon Act Retirement Plan
- RANK ind #3724
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 Retail Trade retirement plans → · Plans in Florida →
Stevens & Stevens Investment Group Inc. Retirement Plan in the asset neighbourhood
Stevens & Stevens Investment Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Stevens & Stevens Investment Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 20.65818050319154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 13 | $2M |
| 2024 | 1 | 17 | $2M |
Stevens & Stevens Investment Group Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $195K |
| Employer EIN | 834607305 |
| Plan Effective Date | 2019-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Stevens & Stevens Investment Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Adrian L. Merton, Incorporated Davis-Bacon Act Retirement Plan in MD ($1M); by covered participants it is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Best Bud's Incorporated Profit Sharing Plan (OH) 9 · 0 off
- Laser Imaging Inc. Retirement Plan (TX) 9 · 0 off
- Diclaudio & Kramer, LLC Profit Sharing Plan (PA) 9 · 0 off
- Lovelady State Bank Psp (TX) 9 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.