401(k) · DOL Form 5500 · 2023

Stephens Distributing Company 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
122
Participants Small participant base
57th
Percentile by assets National rank
$75,811
Avg per participant Below avg balance/head
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Official DOL plan name: Stephens Distributing 401(k) Profit Sharing Plan · Sponsored by Stephens Distributing Company · Florida · Wholesale Trade

$9M in assets, 122 participants

Stephens Distributing Company's Stephens Distributing 401(k) Profit Sharing Plan reported $9M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,052 in Wholesale Trade (6,309 peers)

Coverage in Florida

Stephens Distributing 401(k) Profit Sharing Plan covers 122 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#3,052
in Wholesale Trade (6,309 peers)
+14.4%
assets growth YoY

Stephens Distributing 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Stephens Distributing 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,249,001 Top 43% higher than 57% 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

Stephens Distributing 401(k) Profit Sharing 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. Stephens Distributing 401(k) Profit Sharing Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephens Distributing 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stephens Distributing 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Stephens Distributing 401(k) Profit Sharing Plan reported participants rose from 109 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592359783 · Stephens Distributing Company PY 2023 · 401(k)

Stephens Distributing 401(k) Profit Sharing Plan · $9M · 122 · 57th

  • TYPE $9M
  • NET 122
  • BOOK 57th
  • VS-ST 401(k)
  • BOY near Epes Logistics Services 401(k) Retirement Plan
  • SCH ind #3052

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 Florida →

Stephens Distributing 401(k) Profit Sharing Plan in the asset neighbourhood

Stephens Distributing 401(k) Profit Sharing PlanStephens Distributing 401(k)…$9MEpes Logistics Services 401(k) Retirement PlanEpes Logistics Services 401(…$9MPmc 401(k) Retirement Plan$9MTgg Limited Partnership 401(k) Retirement Plan and TrustTgg Limited Partnership 401(…$9MCoosa Valley Credit Union Retirement Savings PlanCoosa Valley Credit Union Re…$9M
End-of-year total assets ($M) among Stephens Distributing 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN592359783
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephens Distributing Company)

Sponsor-wide plan assets over time

All Stephens Distributing Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 26.008103739541493% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.09M $10.2M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 109 $8M
2023 1 122 $9M
2024 1 118 $10M

Nearby 401(k) Plans in Florida

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

Stephens Distributing 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Stephens Distributing 401(k) Profit Sharing Plan, Total assets ($B): 0.009249001 · Participants: 122Stephens Distributing 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Stephens Distributing 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Stephens Distributing 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stephens Distributing 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Epes Logistics Services 401(k) Retirement Plan in NC ($9M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Stephens Distributing 401(k) Profit Sharing Plan assets move in 2023? ▼
Stephens Distributing 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $8M to $9M. Reported net income was $1M.
How have Stephens Distributing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephens Distributing Company's sponsor-wide assets grew 26.0%, from $8M to $10M.
Which 401(k) plans are similar in size to Stephens Distributing 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epes Logistics Services 401(k) Retirement Plan in NC ($9M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Stephens Distributing 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 592359783.

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.