401(k) · DOL Form 5500 · 2023

Stevens Capital Management LP 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
58
Participants Small participant base
90th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Stevens Capital Management LP 401(k) Plan · Sponsored by Stevens Capital Management LP · Pennsylvania · Finance & Insurance

$88M in assets, 58 participants

Stevens Capital Management LP's Stevens Capital Management LP 401(k) Plan reported $88M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,556 in Finance & Insurance (8,869 peers)

Where Stevens Capital Management LP 401(k) Plan sits by assets

Stevens Capital Management LP 401(k) Plan sits in the top 10% of all filed plans by assets, $88M for 58 participants (~$1.5M/participant), up 26.2% in 2023.

#7,556
in Finance & Insurance (8,869 peers)
+26.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Stevens Capital Management LP 401(k) Plan's outsized position by total assets

Stevens Capital Management LP 401(k) Plan vs every filed plan by assets

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

$87,882,626 Top 10% higher than 90% 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 Capital Management LP 401(k) 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 Capital Management LP 401(k) Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevens Capital Management LP 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Stevens Capital Management LP 401(k) Plan end-of-year assets rose from $70M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Stevens Capital Management LP 401(k) Plan reported participants rose from 56 in the plan year 2022 filing to 58 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 980377305 · Stevens Capital Management LP PY 2023 · 401(k)

Stevens Capital Management LP 401(k) Plan · $88M · 58 · 90th

  • PHOTO $88M
  • IND 58
  • EOY 90th
  • 5500 401(k)
  • ASSETS near Dimeo Profit Sharing Savings Plan
  • PCT ind #7556

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Stevens Capital Management LP 401(k) Plan in the asset neighbourhood

The National Football League Capital Accumulation PlanThe National Football League…$88MStevens Capital Management LP 401(k) PlanStevens Capital Management L…$88MDimeo Profit Sharing Savings PlanDimeo Profit Sharing Savings…$88MBoys & Girls Clubs of America National 401(k) PlanBoys & Girls Clubs of Americ…$88MMission Federal Credit Union Employees' 401(k) PlanMission Federal Credit Union…$88M
End-of-year total assets ($M) among Stevens Capital Management LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$88M
Net Income$18M
Employer EIN980377305
Plan Effective Date2003-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens Capital Management LP)

Sponsor-wide plan assets over time

All Stevens Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$107M 54.37226738673814% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $69.6M $107M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 56 $70M
2023 1 58 $88M
2024 1 61 $107M

Nearby 401(k) Plans in Pennsylvania

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

Stevens Capital Management LP 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Stevens Capital Management LP 401(k) Plan, Total assets ($B): 0.087882626 · Participants: 58Stevens Capital Management LP 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Stevens Capital Management LP 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stevens Capital Management LP 401(k) Plan side-by-side with 3 peers →

Stevens Capital Management LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Dimeo Profit Sharing Savings Plan in RI ($88M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Capital Management LP 401(k) Plan assets move in 2023? ▼
Stevens Capital Management LP 401(k) Plan grew sharply - up 26.2% during 2023, from $70M to $88M. Reported net income was $18M.
How have Stevens Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Capital Management LP's sponsor-wide assets grew 54.4%, from $70M to $107M.
Where does Stevens Capital Management LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Stevens Capital Management LP 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stevens Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dimeo Profit Sharing Savings Plan in RI ($88M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Stevens Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K 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 980377305.

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.