401(k) · DOL Form 5500 · 2023

Stevens Global Logistics, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
66
Participants Small participant base
59th
Percentile by assets National rank
$155,174
Avg per participant Above avg balance/head
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Official DOL plan name: Stevens Global Logistics 401(k) Salary Savings Plan · Sponsored by Stevens Global Logistics, Inc. · California · Transportation & Warehousing

$10M in assets, 66 participants

Stevens Global Logistics, Inc.'s Stevens Global Logistics 401(k) Salary Savings Plan reported $10M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #2,015 in Transportation & Warehousing (3,362 peers)

Stevens Global Logistics, Inc. multi-year trail

Stevens Global Logistics, Inc.'s plans moved +16.2% in assets from 2022 to 2024; this filing shows Stevens Global Logistics 401(k) Salary Savings Plan at $10M / 66 participants.

#2,015
in Transportation & Warehousing (3,362 peers)
+11.1%
assets growth YoY

Stevens Global Logistics 401(k) Salary Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Stevens Global Logistics 401(k) Salary Savings Plan vs every filed plan by assets

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

$10,241,463 Top 41% higher than 59% 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 Global Logistics 401(k) Salary Savings 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 Global Logistics 401(k) Salary Savings Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevens Global Logistics 401(k) Salary Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stevens Global Logistics 401(k) Salary Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953967181 · Stevens Global Logistics, Inc. PY 2023 · 401(k)

Stevens Global Logistics 401(k) Salary Savings Plan · $10M · 66 · 59th

  • PHOTO $10M
  • IND 66
  • EOY 59th
  • 5500 401(k)
  • ASSETS near Phasetronics 401(k) Plan
  • PCT ind #2015

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 Transportation & Warehousing retirement plans → · Plans in California →

Stevens Global Logistics 401(k) Salary Savings Plan in the asset neighbourhood

Stevens Global Logistics 401(k) Salary Savings PlanStevens Global Logistics 401…$10MPhasetronics 401(k) Plan$10MTodaytix, Inc. Retirement TrustTodaytix, Inc. Retirement Tr…$10MKinplex 401(k) Plan$10MCentral Moloney, Inc. Retirement Savings Plan for Salaried EmployeesCentral Moloney, Inc. Retire…$10M
End-of-year total assets ($M) among Stevens Global Logistics 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stevens Global Logistics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stevens Global Logistics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 16.191477519158333% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $13.8M $16M ▲ +16.2%
Year Plans Participants Total Assets
2022 2 137 $14M
2023 2 127 $12M
2024 2 121 $16M

Stevens Global Logistics, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN953967181
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Stevens Global Logistics 401(k) Salary Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stevens Global Logistics 401(k) Salary Savings Plan, Total assets ($B): 0.010241463 · Participants: 66Stevens Global Logistics 401(k) Salary Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Stevens Global Logistics 401(k) Salary Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stevens Global Logistics 401(k) Salary Savings Plan side-by-side with 3 peers →

Stevens Global Logistics 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Phasetronics 401(k) Plan in FL ($10M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Global Logistics 401(k) Salary Savings Plan assets move in 2023? ▼
Stevens Global Logistics 401(k) Salary Savings Plan grew at a solid clip - up 11.1% during 2023, from $9M to $10M. Reported net income was $1M.
How have Stevens Global Logistics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Global Logistics, Inc.'s sponsor-wide assets grew 16.2%, from $14M to $16M.
Which 401(k) plans are similar in size to Stevens Global Logistics 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phasetronics 401(k) Plan in FL ($10M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Stevens Global Logistics 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 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 953967181.

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.