401(k) · DOL Form 5500 · 2022

Michael Stevens Interests, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
185
Participants Below avg headcount
55th
Percentile by assets National rank
$33,578
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust · Sponsored by Michael Stevens Interests, Inc. · Texas · Real Estate

$6M in assets, 185 participants

Michael Stevens Interests, Inc.'s Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust reported $6M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,649 in Real Estate (5,057 peers)

Coverage in Texas

Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust covers 185 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#3,649
in Real Estate (5,057 peers)
-17.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust's mid-pack asset rank among Real Estate and all filers

Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust vs every filed plan by assets

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

$6,212,018 Top 45% higher than 55% 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

Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust 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. Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust sits mid-pack in the medium band (185 participants).

DOL schedule card

Filing strip 760080811 · Michael Stevens Interests, Inc. PY 2022 · 401(k)

Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust · $6M · 185 · 55th

  • 5500 $6M
  • ASSETS 185
  • PCT 55th
  • EIN 401(k)
  • RANK near Embassy Properties, Inc. 401(k) Savings Plan
  • PHOTO ind #3649

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 Real Estate retirement plans → · Plans in Texas →

Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust in the asset neighbourhood

Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and TrustMichael Stevens Interests, I…$6MEmbassy Properties, Inc. 401(k) Savings PlanEmbassy Properties, Inc. 401…$6MHarvey Alpert & Company, Inc. 401(k) Profit Sharing PlanHarvey Alpert & Company, Inc…$6MZaremba Management Company 401(k) Retirement Savings PlanZaremba Management Company 4…$6MUniguest 401(k) Profit Sharing PlanUniguest 401(k) Profit Shari…$6M
End-of-year total assets ($M) among Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN760080811
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michael Stevens Interests, Inc.)

Sponsor-wide plan assets over time

All Michael Stevens Interests, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.16467016032471% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.21M $8.52M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 185 $6M
2023 1 194 $8M
2024 1 241 $9M

Nearby 401(k) Plans in Texas

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

Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust, Total assets ($B): 0.006212018 · Participants: 185Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust side-by-side with 3 peers →

Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Embassy Properties, Inc. 401(k) Savings Plan in MO ($6M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust assets move in 2022? ▼
Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust declined sharply - down 17.7% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Michael Stevens Interests, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael Stevens Interests, Inc.'s sponsor-wide assets grew 37.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Embassy Properties, Inc. 401(k) Savings Plan in MO ($6M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brew City Pizza, Inc. Retirement Plan in WI (185 participants, N/A 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 760080811.

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.