401(k) · DOL Form 5500 · 2022

Stevens Transport, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
2,235
Participants Above avg headcount
75th
Percentile by assets National rank
$7,592
Avg per participant Low balance/head
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Official DOL plan name: Stevens Companies 401(k) Plan & Trust · Sponsored by Stevens Transport, Inc. · Texas · Transportation & Warehousing

$17M in assets, 2,235 participants

Stevens Transport, Inc.'s Stevens Companies 401(k) Plan & Trust reported $17M in total assets and 2,235 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,926 in Transportation & Warehousing (3,876 peers)

Coverage in Texas

Stevens Companies 401(k) Plan & Trust covers 2,235 participants in Texas, 3.3x the typical Texas plan (state average ~688 per filing). Assets: $17M.

#2,926
in Transportation & Warehousing (3,876 peers)
-15.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stevens Companies 401(k) Plan & Trust's outsized position by total assets

Stevens Companies 401(k) Plan & Trust vs every filed plan by assets

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

$16,967,012 Top 25% higher than 75% 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

Stevens Companies 401(k) Plan & Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stevens Companies 401(k) Plan & Trust lands in the large band (2,235 participants).

EBSA filing schedule strip

Filing strip 751302273 · Stevens Transport, Inc. PY 2022 · 401(k)

Stevens Companies 401(k) Plan & Trust · $17M · 2,235 · 75th

  • BOOK $17M
  • VS-ST 2,235
  • BOY 75th
  • SCH 401(k)
  • EBSA near Completecare Health Network Retirement Plan
  • PART ind #2926

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Stevens Companies 401(k) Plan & Trust in the asset neighbourhood

Stevens Companies 401(k) Plan & TrustStevens Companies 401(k) Pla…$17MCompletecare Health Network Retirement PlanCompletecare Health Network …$17MMauser Packaging Solutions Bargaining Unit 401(k) PlanMauser Packaging Solutions B…$17MQk4 401(k) Savings Plan$17MRailroad Services Retirement PlanRailroad Services Retirement…$17M
End-of-year total assets ($M) among Stevens Companies 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN751302273
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens Transport, Inc.)

Sponsor-wide plan assets over time

All Stevens Transport, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 37.13856629558581% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $23.3M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 2,235 $17M
2023 1 2,230 $21M
2024 1 2,050 $23M

Nearby 401(k) Plans in Texas

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

Stevens Companies 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Stevens Companies 401(k) Plan & Trust, Total assets ($B): 0.016967012 · Participants: 2235Stevens Companies 401(k) Plan & 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
Stevens Companies 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stevens Companies 401(k) Plan & Trust side-by-side with 3 peers →

Stevens Companies 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Completecare Health Network Retirement Plan in NJ ($17M); by covered participants it is Columbia Bank Cash or Deferred Profit Sharing 401(k) Plan and Trust in WA (2,235 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,235 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 Stevens Companies 401(k) Plan & Trust assets move in 2022? ▼
Stevens Companies 401(k) Plan & Trust declined sharply - down 15.7% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Stevens Transport, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Transport, Inc.'s sponsor-wide assets grew 37.1%, from $17M to $23M.
Where does Stevens Companies 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Stevens Companies 401(k) Plan & Trust ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stevens Companies 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Completecare Health Network Retirement Plan in NJ ($17M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Stevens Companies 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Columbia Bank Cash or Deferred Profit Sharing 401(k) Plan and Trust in WA (2,235 participants, $249M 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 751302273.

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.