401(k) · DOL Form 5500 · 2023

Steven Douglas Associates LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
365
Participants Below avg headcount
72nd
Percentile by assets National rank
$53,956
Avg per participant Low balance/head
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Official DOL plan name: Steven Douglas Associates LLC 401(k) Profit Sharing Plan · Sponsored by Steven Douglas Associates LLC · Florida · Administrative & Support Services

$20M in assets, 365 participants

Steven Douglas Associates LLC's Steven Douglas Associates LLC 401(k) Profit Sharing Plan reported $20M in total assets and 365 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,753 in Administrative & Support Services (4,372 peers)

Steven Douglas Associates LLC multi-year trail

Steven Douglas Associates LLC's plans moved +55.4% in assets from 2022 to 2024; this filing shows Steven Douglas Associates LLC 401(k) Profit Sharing Plan at $20M / 365 participants.

#3,753
in Administrative & Support Services (4,372 peers)
+33.0%
assets growth YoY

Steven Douglas Associates LLC 401(k) Profit Sharing Plan's outsized position by total assets

Steven Douglas Associates LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,693,879 Top 28% higher than 72% 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

Steven Douglas Associates LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven Douglas Associates LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steven Douglas Associates LLC 401(k) Profit Sharing Plan reported net income rose from -$784K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Steven Douglas Associates LLC 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Steven Douglas Associates LLC 401(k) Profit Sharing Plan reported participants rose from 301 in the plan year 2022 filing to 365 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823141626 · Steven Douglas Associates LLC PY 2023 · 401(k)

Steven Douglas Associates LLC 401(k) Profit Sharing Plan · $20M · 365 · 72nd

  • NET $20M
  • NET 365
  • NET 72nd
  • NET 401(k)
  • NET near Card-Monroe Corp. 401(k) Plan
  • NET ind #3753

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 Administrative & Support Services retirement plans → · Plans in Florida →

Steven Douglas Associates LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Steven Douglas Associates LLC 401(k) Profit Sharing PlanSteven Douglas Associates LL…$20MCard-Monroe Corp. 401(k) Plan$20MAes Clean Technology, Inc. 401(k) PlanAes Clean Technology, Inc. 4…$20MThe Boyer Company Profit Sharing PlanThe Boyer Company Profit Sha…$20MAlpine Power Systems, Inc. Employee 401(k) Retirement PlanAlpine Power Systems, Inc. E…$20M
End-of-year total assets ($M) among Steven Douglas Associates LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Steven Douglas Associates LLC multi-year asset trail

Sponsor-wide plan assets over time

All Steven Douglas Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 55.41354634894455% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.8M $23M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 301 $15M
2023 1 365 $20M
2024 1 377 $23M

Steven Douglas Associates LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN823141626
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Steven Douglas Associates LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Steven Douglas Associates LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.019693879 · Participants: 365Steven Douglas Associates LLC 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Steven Douglas Associates LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Steven Douglas Associates LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Steven Douglas Associates LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Card-Monroe Corp. 401(k) Plan in TN ($20M); by covered participants it is Allfirst, LLC 401(k) Plan in OK (365 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Steven Douglas Associates LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Steven Douglas Associates LLC 401(k) Profit Sharing Plan surged - up 33.0% during 2023, from $15M to $20M. Reported net income was $5M.
How have Steven Douglas Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven Douglas Associates LLC's sponsor-wide assets grew 55.4%, from $15M to $23M.
Which 401(k) plans are similar in size to Steven Douglas Associates LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Card-Monroe Corp. 401(k) Plan in TN ($20M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Steven Douglas Associates LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allfirst, LLC 401(k) Plan in OK (365 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 823141626.

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.