401(k) · DOL Form 5500 · 2022

Stem, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
195
Participants Below avg headcount
67th
Percentile by assets National rank
$56,603
Avg per participant Low balance/head
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Official DOL plan name: Stem, Inc. 401(k) Plan · Sponsored by Stem, Inc. · California · Professional & Technical Services

$11M in assets, 195 participants

Stem, Inc.'s Stem, Inc. 401(k) Plan reported $11M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,220 in Professional & Technical Services (21,562 peers)

Coverage in California

Stem, Inc. 401(k) Plan covers 195 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $11M.

#14,220
in Professional & Technical Services (21,562 peers)
+4.2%
assets growth YoY

Stem, Inc. 401(k) Plan's outsized position by total assets

Stem, Inc. 401(k) Plan vs every filed plan by assets

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

$11,037,589 Top 33% higher than 67% 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

Stem, Inc. 401(k) 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. Stem, Inc. 401(k) Plan sits mid-pack in the medium band (195 participants).

Published 5500 schedule card

Filing strip 264466193 · Stem, Inc. PY 2022 · 401(k)

Stem, Inc. 401(k) Plan · $11M · 195 · 67th

  • PCT $11M
  • EIN 195
  • RANK 67th
  • PHOTO 401(k)
  • IND near Viamedia Holdings Corporation 401(k) Plan
  • EOY ind #14220

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 Professional & Technical Services retirement plans → · Plans in California →

Stem, Inc. 401(k) Plan in the asset neighbourhood

Stem, Inc. 401(k) Plan$11MViamedia Holdings Corporation 401(k) PlanViamedia Holdings Corporatio…$11MMid-States Distributing, LLC 401(k) PlanMid-States Distributing, LLC…$11MCommunications Electronics, Inc. 401(k) Profit Sharing PlanCommunications Electronics, …$11MLatitude Corp. 401(k) Plan$11M
End-of-year total assets ($M) among Stem, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$449K
Employer EIN264466193
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stem, Inc.)

Sponsor-wide plan assets over time

All Stem, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 146.12073343191162% vs 2022
2023 filing year
$5M$10M$15M$20M$25M$30M 20222023 $11M $27.2M ▲ +146.1%
Year Plans Participants Total Assets
2022 1 195 $11M
2023 1 241 $27M

Nearby 401(k) Plans in California

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

Stem, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stem, Inc. 401(k) Plan, Total assets ($B): 0.011037589 · Participants: 195Stem, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Stem, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stem, Inc. 401(k) Plan side-by-side with 3 peers →

Stem, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Viamedia Holdings Corporation 401(k) Plan in KY ($11M); by covered participants it is Antares Pharma, Inc. Employee Savings Plan in NJ (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Stem, Inc. 401(k) Plan assets move in 2022? ▼
Stem, Inc. 401(k) Plan edged up modestly - up 4.2% during 2022, from $11M to $11M. Reported net income was $449K.
How have Stem, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stem, Inc.'s sponsor-wide assets grew 146.1%, from $11M to $27M.
Which 401(k) plans are similar in size to Stem, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Viamedia Holdings Corporation 401(k) Plan in KY ($11M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Stem, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Antares Pharma, Inc. Employee Savings Plan in NJ (195 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 264466193.

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.