Profit Sharing · DOL Form 5500 · 2023

John E. Stephens, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
34th
Percentile by assets National rank
$379,375
Avg per participant High balance/head
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Official DOL plan name: John E. Stephens, Inc. Profit Sharing Plan · Sponsored by John E. Stephens, Inc. · Arkansas · Agriculture, Forestry & Fishing

$3M in assets, 7 participants

John E. Stephens, Inc.'s John E. Stephens, Inc. Profit Sharing Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #443 in Agriculture, Forestry & Fishing (1,288 peers)

John E. Stephens, Inc. multi-year trail

John E. Stephens, Inc.'s plans moved +30.5% in assets from 2022 to 2024; this filing shows John E. Stephens, Inc. Profit Sharing Plan at $3M / 7 participants.

#443
in Agriculture, Forestry & Fishing (1,288 peers)
+16.1%
assets growth YoY

John E. Stephens, Inc. Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

John E. Stephens, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,655,626 34th percentile higher than 34% 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

John E. Stephens, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John E. Stephens, Inc. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John E. Stephens, Inc. Profit Sharing Plan reported net income rose from -$413K in the plan year 2022 filing to $368K in the plan year 2023 filing.
  • John E. Stephens, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • John E. Stephens, Inc. Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 710463319 · John E. Stephens, Inc. PY 2023 · Profit Sharing

John E. Stephens, Inc. Profit Sharing Plan · $3M · 7 · 34th

  • 5500 $3M
  • ASSETS 7
  • PCT 34th
  • EIN Profit Sharing
  • RANK near Koko International USA, Inc. Profit Sharing Plan and Trust
  • PHOTO ind #443

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Arkansas →

John E. Stephens, Inc. Profit Sharing Plan in the asset neighbourhood

John E. Stephens, Inc. Profit Sharing PlanJohn E. Stephens, Inc. Profi…$3MKoko International USA, Inc. Profit Sharing Plan and TrustKoko International USA, Inc.…$3MCrouse Community Center Employee Retirement Plan and TrustCrouse Community Center Empl…$3MDufour Law Office, Profit Sharing PlanDufour Law Office, Profit Sh…$3MMetro Health Inc. Dba Hospital Metropolitano Retirement PlanMetro Health Inc. Dba Hospit…$3M
End-of-year total assets ($M) among John E. Stephens, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

John E. Stephens, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John E. Stephens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.45172994120604% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.29M $2.98M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 7 $3M
2024 1 9 $3M

John E. Stephens, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$368K
Employer EIN710463319
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arkansas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

John E. Stephens, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 01020304050 Total assets ($M) Participants John E. Stephens, Inc. Profit Sharing Plan, Total assets ($M): 2.655626 · Participants: 7John E. Stephens, Inc. Profit Sharing PlanHeifer International 403(b) Plan, Total assets ($M): 46.299637 · Participants: 249Heifer International 403(b) PlanArcare Retirement Plan, Total assets ($M): 40.943843 · Participants: 1251Arcare Retirement PlanBaxter Regional Medical Center 401(a) Plan, Total assets ($M): 40.610842 · Participants: 1616Baxter Regional Medical Center 401(a) PlanDyke Industries, Inc. Profit Sharing Plan & Trust, Total assets ($M): 33.593658 · Participants: 596Dyke Industries, Inc. Profit Sharing Plan & TrustWehco Profit Sharing Plan, Total assets ($M): 19.68061 · Participants: 654Wehco Profit Sharing Plan
John E. Stephens, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants
Compare John E. Stephens, Inc. Profit Sharing Plan side-by-side with 3 peers →

John E. Stephens, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arkansas, the nearest Profit Sharing by assets is Koko International USA, Inc. Profit Sharing Plan and Trust in FL ($3M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 John E. Stephens, Inc. Profit Sharing Plan assets move in 2023? ▼
John E. Stephens, Inc. Profit Sharing Plan grew sharply - up 16.1% during 2023, from $2M to $3M. Reported net income was $368K.
How have John E. Stephens, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John E. Stephens, Inc.'s sponsor-wide assets grew 30.5%, from $2M to $3M.
Which Profit Sharing plans are similar in size to John E. Stephens, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Koko International USA, Inc. Profit Sharing Plan and Trust in FL ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to John E. Stephens, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A 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 710463319.

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.