401(k) · DOL Form 5500 · 2023

Stevice Investments Inc. 401(k) Plan

Data updated 2026-08-25

$552K
Total assets Small plan by assets
15
Participants Small participant base
19th
Percentile by assets National rank
$36,817
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

$552K in assets, 15 participants

Stevice Investments Inc.'s Stevice Investments Inc. 401(k) Plan reported $552K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,902 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Stevice Investments Inc. 401(k) Plan ranks #1,902 of 3,828 2023 filers by assets (3543% of the sector average)-$552K for 15 participants.

#1,902
in Food Services & Accommodation (3,828 peers)
+155.0%
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

$552,249 19th percentile higher than 19% 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 (15 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 15 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 $552K 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 $336K 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 · $552K · 15 · 19th

  • EOY $552K
  • EOY 15
  • EOY 19th
  • EOY 401(k)
  • EOY near East Tennessee Senior Care Inc 401(k) Plan
  • EOY ind #1902

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…$552KEast Tennessee Senior Care Inc 401(k) PlanEast Tennessee Senior Care I…$552KFx(Wuvi) Inc 401(k) Plan$552KKbsquared, Inc. 401(k) Profit Sharing PlanKbsquared, Inc. 401(k) Profi…$552KSouthcoast Marine Products 401(k) Profit Sharing PlanSouthcoast Marine Products 4…$552K
End-of-year total assets ($M) among Stevice Investments Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$217K
Net Assets (End of Year)$552K
Net Income$336K
Employer EIN272768274
Plan Effective Date2010-06-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevice Investments Inc.)

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

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): 0.000552249 · Participants: 15Stevice 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 East Tennessee Senior Care Inc 401(k) Plan in TN ($552K); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($552K here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 155.0% during 2023, from $217K to $552K. Reported net income was $336K.
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 19th 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 East Tennessee Senior Care Inc 401(k) Plan in TN ($552K, 38 participants).
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 Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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.