401(k) · DOL Form 5500 · 2022

K.G. Stevens, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
132
Participants Small participant base
45th
Percentile by assets National rank
$29,228
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: K.G. Stevens, Inc. Profit Sharing and Retirement Plan · Sponsored by K.G. Stevens, Inc. · Wisconsin · Manufacturing

$4M in assets, 132 participants

K.G. Stevens, Inc.'s K.G. Stevens, Inc. Profit Sharing and Retirement Plan reported $4M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,891 in Manufacturing (20,602 peers)

Coverage in Wisconsin

K.G. Stevens, Inc. Profit Sharing and Retirement Plan covers 132 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#5,891
in Manufacturing (20,602 peers)
+7.5%
assets growth YoY

K.G. Stevens, Inc. Profit Sharing and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

K.G. Stevens, Inc. Profit Sharing and Retirement Plan vs every filed plan by assets

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

$3,858,131 45th percentile higher than 45% 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

K.G. Stevens, Inc. Profit Sharing and Retirement 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. K.G. Stevens, Inc. Profit Sharing and Retirement Plan sits mid-pack in the medium band (132 participants).

Plan-year Form 5500 strip

Filing strip 391882924 · K.G. Stevens, Inc. PY 2022 · 401(k)

K.G. Stevens, Inc. Profit Sharing and Retirement Plan · $4M · 132 · 45th

  • PART $4M
  • TYPE 132
  • NET 45th
  • BOOK 401(k)
  • VS-ST near Summit Management Consulting, L.L.C. Employees Savings Plan
  • BOY ind #5891

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 Manufacturing retirement plans → · Plans in Wisconsin →

K.G. Stevens, Inc. Profit Sharing and Retirement Plan in the asset neighbourhood

K.G. Stevens, Inc. Profit Sharing and Retirement PlanK.G. Stevens, Inc. Profit Sh…$4MSummit Management Consulting, L.L.C. Employees Savings PlanSummit Management Consulting…$4MAreas USA, Inc. 401(k) Profit Sharing Plan and TrustAreas USA, Inc. 401(k) Profi…$4MEden Senior Care LLC 401(k) Profit Sharing Plan & TrustEden Senior Care LLC 401(k) …$4MNobility Homes, Inc. 401(k) PlanNobility Homes, Inc. 401(k) …$4M
End-of-year total assets ($M) among K.G. Stevens, Inc. Profit Sharing and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$270K
Employer EIN391882924
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

K.G. Stevens, Inc. Profit Sharing and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants K.G. Stevens, Inc. Profit Sharing and Retirement Plan, Total assets ($B): 0.003858131 · Participants: 132K.G. Stevens, Inc. Profit Sharing and Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
K.G. Stevens, Inc. Profit Sharing and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare K.G. Stevens, Inc. Profit Sharing and Retirement Plan side-by-side with 3 peers →

K.G. Stevens, Inc. Profit Sharing and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Summit Management Consulting, L.L.C. Employees Savings Plan in MI ($4M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 K.G. Stevens, Inc. Profit Sharing and Retirement Plan assets move in 2022? ▼
K.G. Stevens, Inc. Profit Sharing and Retirement Plan grew at a solid clip - up 7.5% during 2022, from $4M to $4M. Reported net income was $270K.
Which 401(k) plans are similar in size to K.G. Stevens, Inc. Profit Sharing and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Management Consulting, L.L.C. Employees Savings Plan in MI ($4M, 141 participants).
Which 401(k) plans cover a similar participant headcount to K.G. Stevens, Inc. Profit Sharing and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M 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 391882924.

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.