401(k) · DOL Form 5500 · 2023

The Cold Heading Company 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
2,167
Participants Above avg headcount
89th
Percentile by assets National rank
$33,528
Avg per participant Low balance/head
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Official DOL plan name: The Stevens Family 401(k) Retirement Plan · Sponsored by The Cold Heading Company · Michigan · Manufacturing

$73M in assets, 2,167 participants

The Cold Heading Company's The Stevens Family 401(k) Retirement Plan reported $73M in total assets and 2,167 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,643 in Manufacturing (18,722 peers)

Coverage in Michigan

The Stevens Family 401(k) Retirement Plan covers 2,167 participants in Michigan, 3.4x the typical Michigan plan (state average ~638 per filing). Assets: $73M.

#15,643
in Manufacturing (18,722 peers)
+30.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Stevens Family 401(k) Retirement Plan's outsized position by total assets

The Stevens Family 401(k) Retirement Plan vs every filed plan by assets

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

$72,656,208 Top 11% higher than 89% 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

The Stevens Family 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Stevens Family 401(k) Retirement Plan lands in the large band (2,167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Stevens Family 401(k) Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • The Stevens Family 401(k) Retirement Plan end-of-year assets rose from $56M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • The Stevens Family 401(k) Retirement Plan reported participants rose from 2,157 in the plan year 2022 filing to 2,167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 381418830 · The Cold Heading Company PY 2023 · 401(k)

The Stevens Family 401(k) Retirement Plan · $73M · 2,167 · 89th

  • 5500 $73M
  • ASSETS 2,167
  • PCT 89th
  • EIN 401(k)
  • RANK near Geode Capital Management, LLC Retirement Plan
  • PHOTO ind #15643

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 →

The Stevens Family 401(k) Retirement Plan in the asset neighbourhood

Geode Capital Management, LLC Retirement PlanGeode Capital Management, LL…$73MRing Retirement Plan$73MThe Stevens Family 401(k) Retirement PlanThe Stevens Family 401(k) Re…$73MDonjon Marine Co., Inc. Retirement PlanDonjon Marine Co., Inc. Reti…$73MLtimindtree Limited 401(k) Profit Sharing Plan & TrustLtimindtree Limited 401(k) P…$73M
End-of-year total assets ($M) among The Stevens Family 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$73M
Net Income$17M
Employer EIN381418830
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cold Heading Company)

Sponsor-wide plan assets over time

All The Cold Heading Company plans reported in each filing year

Latest sponsor-wide plan assets
$52M 5.967000656920871% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.6M $52.3M ▼ -6.0%
Year Plans Participants Total Assets
2022 1 2,157 $56M
2023 1 2,167 $73M
2024 1 535 $52M

Nearby 401(k) Plans in Michigan

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

The Stevens Family 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants The Stevens Family 401(k) Retirement Plan, Total assets ($B): 0.072656208 · Participants: 2167The Stevens Family 401(k) Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
The Stevens Family 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare The Stevens Family 401(k) Retirement Plan side-by-side with 3 peers →

The Stevens Family 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Geode Capital Management, LLC Retirement Plan in MA ($73M); by covered participants it is Eastman Kodak Employees' Savings and Investment Plan in NY (2,167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,167 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 The Stevens Family 401(k) Retirement Plan assets move in 2023? ▼
The Stevens Family 401(k) Retirement Plan surged - up 30.7% during 2023, from $56M to $73M. Reported net income was $17M.
How have The Cold Heading Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cold Heading Company's sponsor-wide assets declined 6.0%, from $56M to $52M.
Where does The Stevens Family 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Stevens Family 401(k) Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Stevens Family 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Geode Capital Management, LLC Retirement Plan in MA ($73M, 178 participants).
Which 401(k) plans cover a similar participant headcount to The Stevens Family 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eastman Kodak Employees' Savings and Investment Plan in NY (2,167 participants, $2.2B 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 381418830.

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.