401(k) · DOL Form 5500 · 2023

Stevens & Lee 401(k) Plan

Data updated 2026-08-25

$254M
Total assets Near avg plan size
345
Participants Below avg headcount
96th
Percentile by assets National rank
$737,049
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stevens & Lee Savings Plan · Sponsored by Stevens & Lee · Pennsylvania · Professional & Technical Services

$254M in assets, 345 participants

Stevens & Lee's Stevens & Lee Savings Plan reported $254M in total assets and 345 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,659 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Stevens & Lee Savings Plan covers 345 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $254M.

#19,659
in Professional & Technical Services (20,321 peers)
+13.3%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Stevens & Lee Savings Plan's outsized position by total assets

Stevens & Lee Savings Plan vs every filed plan by assets

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

$254,281,860 Top 4% higher than 96% 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

Stevens & Lee 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. Stevens & Lee Savings Plan sits mid-pack in the medium band (345 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevens & Lee Savings Plan reported net income rose from -$48M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Stevens & Lee Savings Plan end-of-year assets rose from $224M in the plan year 2022 filing to $254M in the plan year 2023 filing.
  • Stevens & Lee Savings Plan reported participants rose from 321 in the plan year 2022 filing to 345 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231886296 · Stevens & Lee PY 2023 · 401(k)

Stevens & Lee Savings Plan · $254M · 345 · 96th

  • 5500 $254M
  • ASSETS 345
  • PCT 96th
  • EIN 401(k)
  • RANK near Salt River Community Gaming Enterprises 401(k) Plan
  • PHOTO ind #19659

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 Pennsylvania →

Stevens & Lee Savings Plan in the asset neighbourhood

Stevens & Lee Savings Plan$254MSalt River Community Gaming Enterprises 401(k) PlanSalt River Community Gaming …$254MGood Samaritan Society 401(k) PlanGood Samaritan Society 401(k…$254MKelly Retirement Plus$254MValiant Integrated Services 401(k) PlanValiant Integrated Services …$254M
End-of-year total assets ($M) among Stevens & Lee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$224M
Net Assets (End of Year)$254M
Net Income$34M
Employer EIN231886296
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens & Lee)

Sponsor-wide plan assets over time

All Stevens & Lee plans reported in each filing year

Latest sponsor-wide plan assets
$281M 25.287375176558175% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $224M $281M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 321 $224M
2023 1 345 $254M
2024 1 377 $281M

Nearby 401(k) Plans in Pennsylvania

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

Stevens & Lee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Stevens & Lee Savings Plan, Total assets ($B): 0.25428186 · Participants: 345Stevens & Lee Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Stevens & Lee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stevens & Lee Savings Plan side-by-side with 3 peers →

Stevens & Lee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Salt River Community Gaming Enterprises 401(k) Plan in AZ ($254M); by covered participants it is Bcc Engineering, LLC. Retirement Plan and Trust in FL (345 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($254M here).

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Stevens & Lee Savings Plan assets move in 2023? ▼
Stevens & Lee Savings Plan grew at a solid clip - up 13.3% during 2023, from $224M to $254M. Reported net income was $34M.
How have Stevens & Lee plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens & Lee's sponsor-wide assets grew 25.3%, from $224M to $281M.
Where does Stevens & Lee Savings Plan rank by assets among Form 5500 filers? ▼
Stevens & Lee Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Stevens & Lee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Salt River Community Gaming Enterprises 401(k) Plan in AZ ($254M, 2,798 participants).
Which 401(k) plans cover a similar participant headcount to Stevens & Lee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcc Engineering, LLC. Retirement Plan and Trust in FL (345 participants, $37M 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 231886296.

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.