401(k) · DOL Form 5500 · 2023

Stefani & Stefani, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 4
Participants Small participant base: 37th
Percentile by assets National rank: $799,320
Avg per participant High balance/head

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Official DOL plan name: Stefani & Stefani, P.C. Retirement Plan · Sponsored by Stefani & Stefani, P.C. · Michigan · Professional & Technical Services

$3M in assets, 4 participants

Stefani & Stefani, P.C.'s Stefani & Stefani, P.C. Retirement Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#6,816 in Professional & Technical Services (20,321 peers)

2023 asset change

Stefani & Stefani, P.C. Retirement Plan grew sharply 16.3% in 2023 ($3M → $3M) for 4 participants.

#6,816
in Professional & Technical Services (20,321 peers): +16.3%
assets growth YoY

Stefani & Stefani, P.C. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stefani & Stefani, P.C. Retirement Plan vs every filed plan by assets

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

$3,197,279 37th percentile higher than 37% 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

Stefani & Stefani, P.C. Retirement 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. Stefani & Stefani, P.C. Retirement Plan is a micro filing (4 participants), 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%)

Stefani & Stefani, P.C. Retirement Plan reported net income rose from -$376K in the plan year 2022 filing to $449K in the plan year 2023 filing.
Stefani & Stefani, P.C. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200442417 · Stefani & Stefani, P.C. PY 2023 · 401(k)

Stefani & Stefani, P.C. Retirement Plan · $3M · 4 · 37th

BOY $3M
SCH 4
EBSA 37th
PART 401(k)
TYPE near Cascade Living Group, Inc. 401(k) Plan
NET ind #6816

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 Professional & Technical Services retirement plans → · Plans in Michigan →

End-of-year total assets ($M) among Stefani & Stefani, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stefani & Stefani, P.C. years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$3M
2023	1	4	$3M
2024	1	4	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$449K
Employer EIN	200442417
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Stefani & Stefani, P.C. Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195

Compare Stefani & Stefani, P.C. Retirement Plan side-by-side with 3 peers →

Stefani & Stefani, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Cascade Living Group, Inc. 401(k) Plan in WA ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Cascade Living Group, Inc. 401(k) Plan (WA) $3M · 1,122
Paragon Laboratories 401(k) Plan (CA) $3M · 92
Patrick Environmental, Inc. Dba Patrick Corporation 401 (K) (OR) $3M · 46
Argenx US Inc. 401(k) Profit Sharing Plan (MA) $3M · 41

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 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 Stefani & Stefani, P.C. Retirement Plan assets move in 2023? ▼

Stefani & Stefani, P.C. Retirement Plan grew sharply - up 16.3% during 2023, from $3M to $3M. Reported net income was $449K.

Which 401(k) plans are similar in size to Stefani & Stefani, P.C. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cascade Living Group, Inc. 401(k) Plan in WA ($3M, 1,122 participants).

Which 401(k) plans cover a similar participant headcount to Stefani & Stefani, P.C. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 200442417.