Profit Sharing · DOL Form 5500 · 2023

Stephan Wood Products, Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
32nd
Percentile by assets National rank
$285,307
Avg per participant High balance/head
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Official DOL plan name: Stephan Wood Products Profit Sharing Plan · Sponsored by Stephan Wood Products, Inc · Michigan · Manufacturing

$2M in assets, 8 participants

Stephan Wood Products, Inc's Stephan Wood Products Profit Sharing Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,017 in Manufacturing (18,722 peers)

What the 2023 filing shows

Stephan Wood Products Profit Sharing Plan holds $2M for 8 participants - about $285,307 per participant, in the lower half of filed plans by assets.

#3,017
in Manufacturing (18,722 peers)
-7.1%
assets change YoY

The plan reported a net loss of $173K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stephan Wood Products Profit Sharing Plan among the smaller filed plans by assets

Stephan Wood Products Profit Sharing Plan vs every filed plan by assets

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

$2,282,455 32nd percentile higher than 32% 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

Stephan Wood Products 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. Stephan Wood Products Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephan Wood Products Profit Sharing Plan reported net income rose from -$370K in the plan year 2022 filing to -$173K in the plan year 2023 filing.
  • Stephan Wood Products Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Stephan Wood Products Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 383073602 · Stephan Wood Products, Inc PY 2023 · Profit Sharing

Stephan Wood Products Profit Sharing Plan · $2M · 8 · 32nd

  • EOY $2M
  • 5500 8
  • ASSETS 32nd
  • PCT Profit Sharing
  • EIN near Bella Pharma Services Inc. Profit Sharing Plan
  • RANK ind #3017

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 Manufacturing retirement plans → · Plans in Michigan →

Stephan Wood Products Profit Sharing Plan in the asset neighbourhood

Struve and Laporte Funeral Home Profit Sharing PlanStruve and Laporte Funeral H…$2MStephan Wood Products Profit Sharing PlanStephan Wood Products Profit…$2MBella Pharma Services Inc. Profit Sharing PlanBella Pharma Services Inc. P…$2MRiver City Sales & Marketing, Inc Psp & TrustRiver City Sales & Marketing…$2MThe Nikols Company Profit Sharing PlanThe Nikols Company Profit Sh…$2M
End-of-year total assets ($M) among Stephan Wood Products Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$173K
Employer EIN383073602
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephan Wood Products, Inc)

Sponsor-wide plan assets over time

All Stephan Wood Products, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.047497502735487% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.46M $2.53M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 8 $2M
2024 1 7 $3M

Nearby Profit Sharing Plans in Michigan

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

Stephan Wood Products Profit Sharing Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Stephan Wood Products Profit Sharing Plan, Total assets ($B): 0.002282455 · Participants: 8Stephan Wood Products Profit Sharing PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
Stephan Wood Products Profit Sharing Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Stephan Wood Products Profit Sharing Plan side-by-side with 3 peers →

Stephan Wood Products Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Bella Pharma Services Inc. Profit Sharing Plan in NJ ($2M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Stephan Wood Products Profit Sharing Plan assets move in 2023? ▼
Stephan Wood Products Profit Sharing Plan pulled back noticeably - down 7.1% during 2023, from $2M to $2M. Reported net income was -$173K.
How have Stephan Wood Products, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephan Wood Products, Inc's sponsor-wide assets grew 3.0%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Stephan Wood Products Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bella Pharma Services Inc. Profit Sharing Plan in NJ ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Stephan Wood Products Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 383073602.

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.