401(k) · DOL Form 5500 · 2023

The Cold Heading Company 401(k) Plan

Data updated 2026-08-11

$73M
Total assets
2,167
Participants
89th
Percentile by assets
$33,528
Avg per participant
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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.

  • 89th percentile by assets (of 127,072 plans)
  • #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.

$73M
total plan assets (2023 EOY)
2,167
covered participants
89th
percentile by assets (of 127,072 plans)
$33,528
avg assets per participant

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 →

State
Industry

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. The Stevens Family 401(k) Retirement Plan reports 2,167 participants - 3.4x that state average ($73M EOY assets).

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)

$50M$60M$70M$80M 202220232024 $55.6M $52.3M ▼ -6.0%
Total plan assets by year, all The Cold Heading Company plans on file
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

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 4…General Motors Retir…Ford Motor Co. Savin…The Dow Chemical Com…The General Motors P…Ford Motor Co. Tax-E…
The Stevens Family 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Stevens Family 401(k) Retirement Plan by total assets, not by location.

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).

Next read for The Stevens Family 401(k) Retirement Pla…

Filing takeaways

Ways to act on The Stevens Family 401(k) Retirement Plan's numbers.

  • By total assets, The Stevens Family 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
  • The Cold Heading Company's sponsor-wide assets have declined 6.0% since 2022 across 3 plan years on file. More Manufacturing plans