401(k) · DOL Form 5500 · 2022
Stephens Shared Services LLC 401(k) Plan
Data updated 2026-08-11
- $309M
- Total assets
- 1,284
- Participants
- 97th
- Percentile by assets
- $240,760
- Avg per participant
Official DOL plan name: Stephens Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by Stephens Shared Services LLC · Arkansas · Management of Enterprises
$309M in assets, 1,284 participants
Stephens Shared Services LLC's Stephens Employees' 401(k) Profit Sharing Plan and Trust reported $309M in total assets and 1,284 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #1,061 in Management of Enterprises (1,193 peers)
Coverage in Arkansas
Stephens Employees' 401(k) Profit Sharing Plan and Trust covers 1,284 participants in Arkansas, about 46% of the average Arkansas filer (state average ~2,784 per filing). Assets: $309M.
- $309M
- total plan assets (2022 EOY)
- 1,284
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $240,760
- avg assets per participant
The plan reported a net loss of $65M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Arkansas filers
In Arkansas, the average filing covers about 2,784 participants across 760 plans. Stephens Employees' 401(k) Profit Sharing Plan and Trust reports 1,284 participants - about 46% of that state average ($309M EOY assets).
Arkansas filing particulars
| Total Assets (Beginning of Year) | $374M |
|---|---|
| Net Assets (End of Year) | $309M |
| Net Income | -$65M |
| Employer EIN | 272059091 |
| Plan Effective Date | 1983-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stephens Shared Services LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,284 | $309M |
| 2023 | 1 | 1,319 | $360M |
| 2024 | 1 | 1,384 | $409M |
Nearby 401(k) Plans in Arkansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Stephens Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arkansas, assets vs. participants
- Walmart 401(k) Plan $36.7B · 1,687,830
- Tyson Foods, Inc. Retirement Savings Plan $3.2B · 109,234
- Dillard's, Inc. Investment & Employee Stock Ownership Plan $2.4B · 30,577
- J.B. Hunt Transport Services, Inc. Employee Retirement Plan $1.1B · 34,174
- Windstream 401(k) Plan $1.1B · 10,984
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Stephens Employees' 401(k) Profit Sharing Plan and Trust by total assets, not by location.
- Victaulic Salaried 401(k) Plan (PA) $309M · 1,692
- Lathrop Gpm LLP Retirement Plan and Trust (MO) $309M · 485
- Strategic Education, Inc. 401(k) Plan (VA) $309M · 3,980
- Capgemini Financial Services USA, Inc. 401(k) Retirement Plan (IL) $309M · 4,423
Frequently Asked Questions
How did Stephens Employees' 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
How have Stephens Shared Services LLC plan assets changed over time? ▼
Where does Stephens Employees' 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Stephens Employees' 401(k) Profit Sharing Plan and Trust? ▼
Next read for Stephens Employees' 401(k) Profit Sharin…
Filing takeaways
Ways to act on Stephens Employees' 401(k) Profit Sharing Plan and Trust's numbers.
- By total assets, Stephens Employees' 401(k) Profit Sharing Plan and Trust 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 Arkansas. Compare plans
- Stephens Shared Services LLC's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Management of Enterprises plans