Profit Sharing · DOL Form 5500 · 2023
Stevens Strategic Analytics Inc. Profit Sharing Plan
Data updated 2026-08-25
- $128K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $128,039
- Avg per participant Near avg balance/head
Official DOL plan name: Stevens Strategic Analytics Inc. Retirement Plan · Sponsored by Stevens Strategic Analytics Inc. · North Carolina · Professional & Technical Services
$128K in assets, 1 participants
Stevens Strategic Analytics Inc.'s Stevens Strategic Analytics Inc. Retirement Plan reported $128K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #1,295 in Professional & Technical Services (20,321 peers)
Stevens Strategic Analytics Inc. multi-year trail
Stevens Strategic Analytics Inc.'s plans moved -61.5% in assets from 2023 to 2024; this filing shows Stevens Strategic Analytics Inc. Retirement Plan at $128K / 1 participant.
- #1,295
- in Professional & Technical Services (20,321 peers)
- $128K
- reported net income
Stevens Strategic Analytics Inc. Retirement Plan among the smaller filed plans by assets
Stevens Strategic Analytics Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$128,039 8th percentile higher than 8% 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
Stevens Strategic Analytics Inc. 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. Stevens Strategic Analytics Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 932236185 · Stevens Strategic Analytics Inc. PY 2023 · Profit Sharing
Stevens Strategic Analytics Inc. Retirement Plan · $128K · 1 · 8th
- PCT $128K
- EIN 1
- RANK 8th
- PHOTO Profit Sharing
- IND near Fide LLC, Retirement Plan (Formerly Also Known as L. Pizarro Otero Retirement Plan)
- EOY ind #1295
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 North Carolina →
Stevens Strategic Analytics Inc. Retirement Plan in the asset neighbourhood
Stevens Strategic Analytics Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Stevens Strategic Analytics Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $49K 61.48282945040183% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $128K |
| 2024 | 1 | 1 | $49K |
Stevens Strategic Analytics Inc. filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $128K |
| Net Income | $128K |
| Employer EIN | 932236185 |
| Plan Effective Date | 2023-07-12 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
- Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
- Baker & Taylor Retirement Savings Plan $67M · 1,361
- Intermec Fssp Spinoff Plan $51M · 74
Stevens Strategic Analytics Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Fide LLC, Retirement Plan (Formerly Also Known as L. Pizarro Otero Retirement Plan) in PR ($128K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128K here).
- Fide LLC, Retirement Plan (Formerly Also Known as L. Pizarro Otero Retirement Plan) (PR) $128K · 1
- Fidelity Defined Contribution Profit Sharing Plan for David H Thierman,Md (NJ) $128K · 1
- Mvg Home Health, Inc. Profit Sharing Plan (TX) $128K · 3
- Turner Endeavors Incorporated Retirement Plan (CO) $128K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.