401(k) · DOL Form 5500 · 2023

Mel Stevenson and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
377
Participants Below avg headcount
83rd
Percentile by assets National rank
$110,109
Avg per participant Below avg balance/head
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Official DOL plan name: Mel Stevenson and Associates, Inc. 401(k) Plan · Sponsored by Mel Stevenson and Associates, Inc. · Kansas · Wholesale Trade

$42M in assets, 377 participants

Mel Stevenson and Associates, Inc.'s Mel Stevenson and Associates, Inc. 401(k) Plan reported $42M in total assets and 377 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,302 in Wholesale Trade (6,309 peers)

Where Mel Stevenson and Associates, Inc. 401(k) Plan sits by assets

Mel Stevenson and Associates, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 377 participants (~$110,109/participant), up 20.5% in 2023.

#5,302
in Wholesale Trade (6,309 peers)
+20.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mel Stevenson and Associates, Inc. 401(k) Plan's outsized position by total assets

Mel Stevenson and Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$41,511,249 Top 17% higher than 83% 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

Mel Stevenson and Associates, Inc. 401(k) 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. Mel Stevenson and Associates, Inc. 401(k) Plan sits mid-pack in the medium band (377 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mel Stevenson and Associates, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Mel Stevenson and Associates, Inc. 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Mel Stevenson and Associates, Inc. 401(k) Plan reported participants rose from 350 in the plan year 2022 filing to 377 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431369879 · Mel Stevenson and Associates, Inc. PY 2023 · 401(k)

Mel Stevenson and Associates, Inc. 401(k) Plan · $42M · 377 · 83rd

  • EOY $42M
  • EOY 377
  • EOY 83rd
  • EOY 401(k)
  • EOY near Enerplus Resources (USA) Corp. 401(k) Plan
  • EOY ind #5302

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 Kansas →

Mel Stevenson and Associates, Inc. 401(k) Plan in the asset neighbourhood

Consumers Credit Union 401(k) Savings PlanConsumers Credit Union 401(k…$42MMel Stevenson and Associates, Inc. 401(k) PlanMel Stevenson and Associates…$42MEnerplus Resources (USA) Corp. 401(k) PlanEnerplus Resources (USA) Cor…$42MTriton Management Services, LLC 401(k) PlanTriton Management Services, …$42MBms Intermediaries, Inc. 401(k) PlanBms Intermediaries, Inc. 401…$41M
End-of-year total assets ($M) among Mel Stevenson and Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN431369879
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mel Stevenson and Associates, Inc.)

Sponsor-wide plan assets over time

All Mel Stevenson and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 38.12640291668491% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.5M $47.6M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 350 $34M
2023 1 377 $42M
2024 1 415 $48M

Nearby 401(k) Plans in Kansas

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

Mel Stevenson and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mel Stevenson and Associates, Inc. 401(k) Plan, Total assets ($B): 0.041511249 · Participants: 377Mel Stevenson and Associates, Inc. 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Mel Stevenson and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Mel Stevenson and Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Mel Stevenson and Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Enerplus Resources (USA) Corp. 401(k) Plan in CO ($42M); by covered participants it is Mbi, Inc 401(k) Plan in CT (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Mel Stevenson and Associates, Inc. 401(k) Plan assets move in 2023? ▼
Mel Stevenson and Associates, Inc. 401(k) Plan grew sharply - up 20.5% during 2023, from $34M to $42M. Reported net income was $7M.
How have Mel Stevenson and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mel Stevenson and Associates, Inc.'s sponsor-wide assets grew 38.1%, from $34M to $48M.
Where does Mel Stevenson and Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mel Stevenson and Associates, Inc. 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mel Stevenson and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enerplus Resources (USA) Corp. 401(k) Plan in CO ($42M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Mel Stevenson and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mbi, Inc 401(k) Plan in CT (377 participants, $59M 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 431369879.

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.