401(k) · DOL Form 5500 · 2023
Steven Scott Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 470
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $34,490
- Avg per participant Low balance/head
Official DOL plan name: Steven Scott Retirement Savings Plan · Sponsored by Steven Scott Management, Inc. · Minnesota · Real Estate
$16M in assets, 470 participants
Steven Scott Management, Inc.'s Steven Scott Retirement Savings Plan reported $16M in total assets and 470 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #3,969 in Real Estate (4,727 peers)
Coverage in Minnesota
Steven Scott Retirement Savings Plan covers 470 participants in Minnesota, about 42% of the average Minnesota filer (state average ~1,126 per filing). Assets: $16M.
- #3,969
- in Real Estate (4,727 peers)
- +16.0%
- assets growth YoY
Steven Scott Retirement Savings Plan's outsized position by total assets
Steven Scott Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,210,484 Top 31% higher than 69% 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
Steven Scott Retirement Savings 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. Steven Scott Retirement Savings Plan sits mid-pack in the medium band (470 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Steven Scott Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Steven Scott Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Steven Scott Retirement Savings Plan reported participants rose from 451 in the plan year 2022 filing to 470 in the plan year 2023 filing.
DOL schedule card
Filing strip 411719493 · Steven Scott Management, Inc. PY 2023 · 401(k)
Steven Scott Retirement Savings Plan · $16M · 470 · 69th
- 5500 $16M
- ASSETS 470
- PCT 69th
- EIN 401(k)
- RANK near Sixaxis, LLC Retirement Plan
- PHOTO ind #3969
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 Real Estate retirement plans → · Plans in Minnesota →
Steven Scott Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 411719493 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Steven Scott Management, Inc.)
Sponsor-wide plan assets over time
All Steven Scott Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 29.34820786731463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 451 | $14M |
| 2023 | 1 | 470 | $16M |
| 2024 | 1 | 472 | $18M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Steven Scott Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Sixaxis, LLC Retirement Plan in SC ($16M); by covered participants it is Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan in IA (470 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Sixaxis, LLC Retirement Plan (SC) $16M · 419
- Texas Trust Credit Union Employees' 401(k) Plan (TX) $16M · 312
- Contentful 401(k) Plan (CO) $16M · 338
- Coastal Eye Group, PC 401(k) Profit Sharing Plan (SC) $16M · 77
Similar participant headcount
Nearest other-state filings by covered participants (470 participants); asset peers above are excluded.
- Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan (IA) 470 · 0 off
- Rallye Motor Company 401(k) Plan (NY) 470 · 0 off
- Tapani, Inc. Retirement Savings Plan (WA) 470 · 0 off
- Continental Express, Inc. 401 (K) Plan (OH) 470 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.