401(k) · DOL Form 5500 · 2023

Stevens, Foster Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
36th
Percentile by assets National rank
$124,418
Avg per participant Near avg balance/head
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Official DOL plan name: Stevens, Foster 401(k) Plan · Sponsored by Stevens, Foster Financial Services, Inc. · Minnesota · Finance & Insurance

$3M in assets, 24 participants

Stevens, Foster Financial Services, Inc.'s Stevens, Foster 401(k) Plan reported $3M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,194 in Finance & Insurance (8,869 peers)

Stevens, Foster Financial Services, Inc. multi-year trail

Stevens, Foster Financial Services, Inc.'s plans moved +19.2% in assets from 2022 to 2024; this filing shows Stevens, Foster 401(k) Plan at $3M / 24 participants.

#2,194
in Finance & Insurance (8,869 peers)
+5.7%
assets growth YoY

Stevens, Foster 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Stevens, Foster 401(k) Plan vs every filed plan by assets

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

$2,986,025 36th percentile higher than 36% 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

Stevens, Foster 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. Stevens, Foster 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevens, Foster 401(k) Plan reported net income rose from -$492K in the plan year 2022 filing to $162K in the plan year 2023 filing.
  • Stevens, Foster 401(k) Plan reported participants rose from 22 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Stevens, Foster 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411614532 · Stevens, Foster Financial Services, Inc. PY 2023 · 401(k)

Stevens, Foster 401(k) Plan · $3M · 24 · 36th

  • NET $3M
  • NET 24
  • NET 36th
  • NET 401(k)
  • NET near Sierra Railroad Company 401(k) Profit Sharing Plan
  • NET ind #2194

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Stevens, Foster 401(k) Plan in the asset neighbourhood

Stevens, Foster 401(k) Plan$3MSierra Railroad Company 401(k) Profit Sharing PlanSierra Railroad Company 401(…$3MJmf Company 401(k) Retirement PlanJmf Company 401(k) Retiremen…$3MVintech Industries Inc 401(k) Profit Sharing Plan & TrustVintech Industries Inc 401(k…$3MWorkit Health 401(k) Plan$3M
End-of-year total assets ($M) among Stevens, Foster 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stevens, Foster Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stevens, Foster Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.211628703235863% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.82M $3.37M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 22 $3M
2023 1 24 $3M
2024 1 21 $3M

Stevens, Foster Financial Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$162K
Employer EIN411614532
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Stevens, Foster 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Stevens, Foster 401(k) Plan, Total assets ($B): 0.002986025 · Participants: 24Stevens, Foster 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Stevens, Foster 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Stevens, Foster 401(k) Plan side-by-side with 3 peers →

Stevens, Foster 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Sierra Railroad Company 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Stevens, Foster 401(k) Plan assets move in 2023? ▼
Stevens, Foster 401(k) Plan grew at a solid clip - up 5.7% during 2023, from $3M to $3M. Reported net income was $162K.
How have Stevens, Foster Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens, Foster Financial Services, Inc.'s sponsor-wide assets grew 19.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Stevens, Foster 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sierra Railroad Company 401(k) Profit Sharing Plan in CA ($3M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Stevens, Foster 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 411614532.

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.