401(k) · DOL Form 5500 · 2023

Stevice Investments Inc. 401(k) Plan

Data updated 2026-08-25

$227K
Total assets Small plan by assets
18
Participants Small participant base
12th
Percentile by assets National rank
$12,626
Avg per participant Low balance/head
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Official DOL plan name: Stevice Investments Inc. 401(k) Plan · Sponsored by Stevice Investments Inc. · Arizona · Food Services & Accommodation

$227K in assets, 18 participants

Stevice Investments Inc.'s Stevice Investments Inc. 401(k) Plan reported $227K in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,172 in Food Services & Accommodation (3,828 peers)

Stevice Investments Inc. multi-year trail

Stevice Investments Inc.'s plans moved -53.9% in assets from 2022 to 2024; this filing shows Stevice Investments Inc. 401(k) Plan at $227K / 18 participants.

#1,172
in Food Services & Accommodation (3,828 peers)
+122.0%
assets growth YoY

Stevice Investments Inc. 401(k) Plan among the smaller filed plans by assets

Stevice Investments Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$227,270 12th percentile higher than 12% of 127,068 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 2023

Stevice Investments Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stevice Investments Inc. 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevice Investments Inc. 401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Stevice Investments Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $227K in the plan year 2023 filing.
  • Stevice Investments Inc. 401(k) Plan reported net income fell from $394K in the plan year 2022 filing to $125K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 272768274 · Stevice Investments Inc. PY 2023 · 401(k)

Stevice Investments Inc. 401(k) Plan · $227K · 18 · 12th

  • 5500 $227K
  • 5500 18
  • 5500 12th
  • 5500 401(k)
  • 5500 near Jge Elite 401(k)
  • 5500 ind #1172

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 Food Services & Accommodation retirement plans → · Plans in Arizona →

Stevice Investments Inc. 401(k) Plan in the asset neighbourhood

Stevice Investments Inc. 401(k) PlanStevice Investments Inc. 401…$227KJge Elite 401(k)$227KParaclete Technologies Inc. Retirement PlanParaclete Technologies Inc. …$227KThe Broken Leash, Inc. 401(k) PlanThe Broken Leash, Inc. 401(k…$227KBoyll Enterprise Corp. 401(k) Profit Sharing PlanBoyll Enterprise Corp. 401(k…$227K
End-of-year total assets ($M) among Stevice Investments Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stevice Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stevice Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$772K 53.86598784791801% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.67M $0.77M ▼ -53.9%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 4 45 $2M
2024 1 2 $772K

Stevice Investments Inc. filing trail (2023)

Total Assets (Beginning of Year)$102K
Net Assets (End of Year)$227K
Net Income$125K
Employer EIN272768274
Plan Effective Date2010-06-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Stevice Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Stevice Investments Inc. 401(k) Plan, Total assets ($B): 0.00022727 · Participants: 18Stevice Investments Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Stevice Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Stevice Investments Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Jge Elite 401(k) in IL ($227K); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($227K here).

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stevice Investments Inc. 401(k) Plan assets move in 2023? ▼
Stevice Investments Inc. 401(k) Plan surged - up 122.0% during 2023, from $102K to $227K. Reported net income was $125K.
How have Stevice Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevice Investments Inc.'s sponsor-wide assets declined 53.9%, from $2M to $772K.
Where does Stevice Investments Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Stevice Investments Inc. 401(k) Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Stevice Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jge Elite 401(k) in IL ($227K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Stevice Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272768274.

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.