Profit Sharing · DOL Form 5500 · 2022

Stokes and Bean Unlimited, Inc. Profit Sharing Plan

Data updated 2026-08-25

$27K
Total assets Small plan by assets
3
Participants Small participant base
2nd
Percentile by assets National rank
$9,083
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stokes and Bean Unlimited Inc Retirement Plan · Sponsored by Stokes and Bean Unlimited, Inc. · North Carolina · Food Services & Accommodation

$27K in assets, 3 participants

Stokes and Bean Unlimited, Inc.'s Stokes and Bean Unlimited Inc Retirement Plan reported $27K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #251 in Food Services & Accommodation (4,592 peers)

2022 asset change

Stokes and Bean Unlimited Inc Retirement Plan grew sharply 23.2% in 2022 ($22K → $27K) for 3 participants.

#251
in Food Services & Accommodation (4,592 peers)
+23.2%
assets growth YoY

Stokes and Bean Unlimited Inc Retirement Plan among the smaller filed plans by assets

Stokes and Bean Unlimited Inc Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,249 2nd percentile higher than 2% of 139,123 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 2022

Stokes and Bean Unlimited Inc Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stokes and Bean Unlimited Inc Retirement Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 813912415 · Stokes and Bean Unlimited, Inc. PY 2022 · Profit Sharing

Stokes and Bean Unlimited Inc Retirement Plan · $27K · 3 · 2nd

  • SCH $27K
  • SCH 3
  • SCH 2nd
  • SCH Profit Sharing
  • SCH near Houseman Enterprises, Inc. Retirement Plan
  • SCH ind #251

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Stokes and Bean Unlimited Inc Retirement Plan in the asset neighbourhood

Stokes and Bean Unlimited Inc Retirement PlanStokes and Bean Unlimited In…$27KHouseman Enterprises, Inc. Retirement PlanHouseman Enterprises, Inc. R…$27KWilliam B Plowman Attorney BasicWilliam B Plowman Attorney B…$27KS R Alapati Md PC Money Purchase PlanS R Alapati Md PC Money Purc…$27KBarry Gordon Md PC Retirement Trust Profit Sharing PlanBarry Gordon Md PC Retiremen…$27K
End-of-year total assets ($M) among Stokes and Bean Unlimited Inc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Stokes and Bean Unlimited, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Stokes and Bean Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27K 1.7982311277478074% vs 2022
2023 filing year
$0.03M 20222023 $0.03M $0.03M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 3 $27K
2023 1 5 $27K

2022 asset-move particulars

Total Assets (Beginning of Year)$22K
Net Assets (End of Year)$27K
Net Income$5K
Employer EIN813912415
Plan Effective Date2016-11-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Stokes and Bean Unlimited Inc Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Stokes and Bean Unlimited Inc Retirement Plan, Total assets ($B): 0.000027249 · Participants: 3Stokes and Bean Unlimited Inc Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Stokes and Bean Unlimited Inc Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Stokes and Bean Unlimited Inc Retirement Plan side-by-side with 3 peers →

Stokes and Bean Unlimited Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Houseman Enterprises, Inc. Retirement Plan in FL ($27K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stokes and Bean Unlimited Inc Retirement Plan assets move in 2022? ▼
Stokes and Bean Unlimited Inc Retirement Plan grew sharply - up 23.2% during 2022, from $22K to $27K. Reported net income was $5K.
How have Stokes and Bean Unlimited, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stokes and Bean Unlimited, Inc.'s sponsor-wide assets declined 1.8%, from $27K to $27K.
Where does Stokes and Bean Unlimited Inc Retirement Plan rank by assets among Form 5500 filers? ▼
Stokes and Bean Unlimited Inc Retirement Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Stokes and Bean Unlimited Inc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Houseman Enterprises, Inc. Retirement Plan in FL ($27K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Stokes and Bean Unlimited Inc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 813912415.

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.