401(k) · DOL Form 5500 · 2023
Stakeholder Payroll Services, LLC 401(k) Plan
Data updated 2026-08-25
- $114M
- Total assets Near avg plan size
- 7,627
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $14,884
- Avg per participant Low balance/head
Official DOL plan name: Stakeholder Payroll Services, LLC. 401(k) Plan · Sponsored by Stakeholder Payroll Services, LLC · Kentucky · Healthcare & Social Assistance
$114M in assets, 7,627 participants
Stakeholder Payroll Services, LLC's Stakeholder Payroll Services, LLC. 401(k) Plan reported $114M in total assets and 7,627 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,462 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Stakeholder Payroll Services, LLC. 401(k) Plan covers 7,627 participants in Kentucky, 12x the typical Kentucky plan (state average ~647 per filing). Assets: $114M.
- #16,462
- in Healthcare & Social Assistance (17,684 peers)
- +10.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Stakeholder Payroll Services, LLC. 401(k) Plan's outsized position by total assets
Stakeholder Payroll Services, LLC. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$113,518,296 Top 8% higher than 92% 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
Stakeholder Payroll Services, LLC. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stakeholder Payroll Services, LLC. 401(k) Plan lands in the large band (7,627 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stakeholder Payroll Services, LLC. 401(k) Plan reported net income rose from -$29M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Stakeholder Payroll Services, LLC. 401(k) Plan reported participants fell from 9,111 in the plan year 2022 filing to 7,627 in the plan year 2023 filing.
- Stakeholder Payroll Services, LLC. 401(k) Plan end-of-year assets rose from $103M in the plan year 2022 filing to $114M in the plan year 2023 filing.
DOL schedule card
Filing strip 260588250 · Stakeholder Payroll Services, LLC PY 2023 · 401(k)
Stakeholder Payroll Services, LLC. 401(k) Plan · $114M · 7,627 · 92nd
- SCH $114M
- EBSA 7,627
- PART 92nd
- TYPE 401(k)
- NET near United Distributors, Inc. Employee Savings Plan
- BOOK ind #16462
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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
Stakeholder Payroll Services, LLC. 401(k) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $10M |
| Employer EIN | 260588250 |
| Plan Effective Date | 2007-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stakeholder Payroll Services, LLC)
Sponsor-wide plan assets over time
All Stakeholder Payroll Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $120M 16.551872283865965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,111 | $103M |
| 2023 | 1 | 7,627 | $114M |
| 2024 | 1 | 7,286 | $120M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Scale composition for Stakeholder Payroll Services, LLC. 401(k) Plan
Stakeholder Payroll Services, LLC. 401(k) Plan reports $114M in end-of-year assets across 7,627 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $14,884 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $10M.
This plan identity (EIN 260588250, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $103M to $120M (+16.6%) while covered participants moved from 9,111 to 7,286 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,111 | $103M | Open filing |
| 2023 | 7,627 | $114M | This page |
| 2024 · index core | 7,286 | $120M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Stakeholder Payroll Services, LLC. 401(k) Plan (401(k), $120M, 7,286 participants)
Stakeholder Payroll Services, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is United Distributors, Inc. Employee Savings Plan in GA ($114M); by covered participants it is Comerica Incorporated Preferred Savings Plan in TX (7,629 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($114M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,627 participants); asset peers above are excluded.
- Comerica Incorporated Preferred Savings Plan (TX) 7,629 · 2 off
- American Woodmark Corporation Retirement Savings Plan (VA) 7,622 · 5 off
- Resource Management, Inc. 401(k) Plan (UT) 7,640 · 13 off
- Mountaire Corporation & Subsidiaries Retirement Plan (AR) 7,642 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.