Other · DOL Form 5500 · 2023

Steinbergs Inc Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 1
Participants Small participant base: 43rd
Percentile by assets National rank: $4.6M
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Steinberg's Inc Employees' Pension Plan · Sponsored by Steinbergs Inc · North Carolina · Retail Trade

$5M in assets, 1 participants

Steinbergs Inc's Steinberg's Inc Employees' Pension Plan reported $5M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#4,509 in Retail Trade (8,414 peers)

Steinbergs Inc multi-year trail

Steinbergs Inc's plans moved +30.7% in assets from 2022 to 2024; this filing shows Steinberg's Inc Employees' Pension Plan at $5M / 1 participant.

#4,509
in Retail Trade (8,414 peers): +9.5%
assets growth YoY

Steinberg's Inc Employees' Pension Plan's mid-pack asset rank among Retail Trade and all filers

Steinberg's Inc Employees' Pension Plan vs every filed plan by assets

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

$4,649,442 43rd percentile higher than 43% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Steinberg's Inc Employees' Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steinberg's Inc Employees' Pension Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Steinberg's Inc Employees' Pension Plan reported net income rose from -$383K in the plan year 2022 filing to $402K in the plan year 2023 filing.
Steinberg's Inc Employees' Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208846270 · Steinbergs Inc PY 2023 · Other

Steinberg's Inc Employees' Pension Plan · $5M · 1 · 43rd

BOOK $5M
BOOK 1
BOOK 43rd
BOOK Other
BOOK near New England Village, Inc. 403(b) Plan
BOOK ind #4509

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 Retail Trade retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Steinberg's Inc Employees' Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Steinbergs Inc multi-year asset trail

Latest sponsor-wide plan assets: $6M 30.673843558418696% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$4M
2023	1	1	$5M
2024	1	1	$6M

Steinbergs Inc filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$402K
Employer EIN	208846270
Plan Effective Date	2007-06-01
Filing Status	FILING RECEIVED

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Steinberg's Inc Employees' Pension Plan vs. nearby Other plans in North Carolina, assets vs. participants

The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
Wake Forest University Retirement Plan $798M · 3,092
Caromont Health, Inc. Retirement Savings Plan $444M · 4,458

Compare Steinberg's Inc Employees' Pension Plan side-by-side with 3 peers →

Steinberg's Inc Employees' Pension Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is New England Village, Inc. 403(b) Plan in MA ($5M); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

New England Village, Inc. 403(b) Plan (MA) $5M · 247
403(b) Thrift Plan of Families Forward (CA) $5M · 61
Christian Retirement Homes, Inc. Dba Eastmont Towers Tax Deferred Annuity Plan (NE) $5M · 200
Aim Academy Teachers' Retirement Fund (PA) $5M · 75

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

James Nola Investment Trust (FL) 1 · 0 off
Ap/M 401(k) Plan (IA) 1 · 0 off
Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
Morrow Valley Ranch Investment Plan (MO) 1 · 0 off

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 Steinberg's Inc Employees' Pension Plan assets move in 2023? ▼

Steinberg's Inc Employees' Pension Plan grew at a solid clip - up 9.5% during 2023, from $4M to $5M. Reported net income was $402K.

How have Steinbergs Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Steinbergs Inc's sponsor-wide assets grew 30.7%, from $4M to $6M.

Which Other plans are similar in size to Steinberg's Inc Employees' Pension Plan? ▼

Among Other plans in other states, the closest by assets is New England Village, Inc. 403(b) Plan in MA ($5M, 247 participants).

Which Other plans cover a similar participant headcount to Steinberg's Inc Employees' Pension Plan? ▼

Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 208846270.