401(k) · DOL Form 5500 · 2023

Stephenson Equipment, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
232
Participants Below avg headcount
73rd
Percentile by assets National rank
$85,726
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stephenson Equipment, Inc. 401(k) Plan · Sponsored by Stephenson Equipment, Inc. · Pennsylvania · Wholesale Trade

$20M in assets, 232 participants

Stephenson Equipment, Inc.'s Stephenson Equipment, Inc. 401(k) Plan reported $20M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,379 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Stephenson Equipment, Inc. 401(k) Plan covers 232 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#4,379
in Wholesale Trade (6,309 peers)
+27.7%
assets growth YoY

Stephenson Equipment, Inc. 401(k) Plan's outsized position by total assets

Stephenson Equipment, Inc. 401(k) Plan vs every filed plan by assets

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

$19,888,461 Top 27% higher than 73% 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

Stephenson Equipment, Inc. 401(k) 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. Stephenson Equipment, Inc. 401(k) Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephenson Equipment, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Stephenson Equipment, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Stephenson Equipment, Inc. 401(k) Plan reported participants rose from 214 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251511922 · Stephenson Equipment, Inc. PY 2023 · 401(k)

Stephenson Equipment, Inc. 401(k) Plan · $20M · 232 · 73rd

  • RANK $20M
  • PHOTO 232
  • IND 73rd
  • EOY 401(k)
  • 5500 near Zuern Building Products, Inc 401(k) Profit Sharing Plan
  • ASSETS ind #4379

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Stephenson Equipment, Inc. 401(k) Plan in the asset neighbourhood

Stephenson Equipment, Inc. 401(k) PlanStephenson Equipment, Inc. 4…$20MZuern Building Products, Inc 401(k) Profit Sharing PlanZuern Building Products, Inc…$20MStonegate Senior Living, LP 401(k) PlanStonegate Senior Living, LP …$20MEnviroissues 401(k) P/S Plan$20MShur-Co, LLC 401(k) Plan$20M
End-of-year total assets ($M) among Stephenson Equipment, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN251511922
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephenson Equipment, Inc.)

Sponsor-wide plan assets over time

All Stephenson Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 84.3403603756791% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.3M $35.5M ▲ +84.3%
Year Plans Participants Total Assets
2022 2 438 $19M
2023 2 449 $25M
2024 2 473 $36M

Nearby 401(k) Plans in Pennsylvania

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

Stephenson Equipment, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Stephenson Equipment, Inc. 401(k) Plan, Total assets ($B): 0.019888461 · Participants: 232Stephenson Equipment, Inc. 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
Stephenson Equipment, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stephenson Equipment, Inc. 401(k) Plan side-by-side with 3 peers →

Stephenson Equipment, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Zuern Building Products, Inc 401(k) Profit Sharing Plan in WI ($20M); by covered participants it is Avion Solutions, Inc. 401(k) Plan in AL (232 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 (232 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 Stephenson Equipment, Inc. 401(k) Plan assets move in 2023? ▼
Stephenson Equipment, Inc. 401(k) Plan grew sharply - up 27.7% during 2023, from $16M to $20M. Reported net income was $4M.
How have Stephenson Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephenson Equipment, Inc.'s sponsor-wide assets grew 84.3%, from $19M to $36M.
Which 401(k) plans are similar in size to Stephenson Equipment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zuern Building Products, Inc 401(k) Profit Sharing Plan in WI ($20M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Stephenson Equipment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avion Solutions, Inc. 401(k) Plan in AL (232 participants, $34M 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 251511922.

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.