401(k) · DOL Form 5500 · 2023

K.G. Stevens, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
142
Participants Small participant base
44th
Percentile by assets National rank
$33,950
Avg per participant Low balance/head
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Official DOL plan name: K.G. Stevens, Inc. Profit Sharing and Retirement Plan · Sponsored by K.G. Stevens, Inc. · Wisconsin · Manufacturing

$5M in assets, 142 participants

K.G. Stevens, Inc.'s K.G. Stevens, Inc. Profit Sharing and Retirement Plan reported $5M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,030 in Manufacturing (18,722 peers)

Coverage in Wisconsin

K.G. Stevens, Inc. Profit Sharing and Retirement Plan covers 142 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#5,030
in Manufacturing (18,722 peers)
+25.0%
assets growth YoY

K.G. Stevens, Inc. Profit Sharing and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

K.G. Stevens, Inc. Profit Sharing and Retirement Plan vs every filed plan by assets

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

$4,820,830 44th percentile higher than 44% 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

K.G. Stevens, Inc. Profit Sharing and Retirement 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. K.G. Stevens, Inc. Profit Sharing and Retirement Plan sits mid-pack in the medium band (142 participants).

Form 5500 schedule snapshot

Filing strip 920289539 · K.G. Stevens, Inc. PY 2023 · 401(k)

K.G. Stevens, Inc. Profit Sharing and Retirement Plan · $5M · 142 · 44th

  • 5500 $5M
  • 5500 142
  • 5500 44th
  • 5500 401(k)
  • 5500 near Guideit, LLC 401(k) Plan
  • 5500 ind #5030

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 Manufacturing retirement plans → · Plans in Wisconsin →

K.G. Stevens, Inc. Profit Sharing and Retirement Plan in the asset neighbourhood

K.G. Stevens, Inc. Profit Sharing and Retirement PlanK.G. Stevens, Inc. Profit Sh…$5MGuideit, LLC 401(k) Plan$5M401(k) Plan for Employees of Austin Glass & Mirror, Inc.401(k) Plan for Employees of…$5MOverture Partners, LLC 401(k) PlanOverture Partners, LLC 401(k…$5MAesop Intermediate, LLC 401(k) PlanAesop Intermediate, LLC 401(…$5M
End-of-year total assets ($M) among K.G. Stevens, Inc. Profit Sharing and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$963K
Employer EIN920289539
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K.G. Stevens, Inc.)

Sponsor-wide plan assets over time

All K.G. Stevens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 39.18389571920188% vs 2023
2024 filing year
$4M$5M$6M$7M 20232024 $4.82M $6.71M ▲ +39.2%
Year Plans Participants Total Assets
2023 1 142 $5M
2024 1 149 $7M

Nearby 401(k) Plans in Wisconsin

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

K.G. Stevens, Inc. Profit Sharing and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants K.G. Stevens, Inc. Profit Sharing and Retirement Plan, Total assets ($B): 0.00482083 · Participants: 142K.G. Stevens, Inc. Profit Sharing and Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
K.G. Stevens, Inc. Profit Sharing and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare K.G. Stevens, Inc. Profit Sharing and Retirement Plan side-by-side with 3 peers →

K.G. Stevens, Inc. Profit Sharing and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Guideit, LLC 401(k) Plan in TX ($5M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 K.G. Stevens, Inc. Profit Sharing and Retirement Plan assets move in 2023? ▼
K.G. Stevens, Inc. Profit Sharing and Retirement Plan grew sharply - up 25.0% during 2023, from $4M to $5M. Reported net income was $963K.
How have K.G. Stevens, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), K.G. Stevens, Inc.'s sponsor-wide assets grew 39.2%, from $5M to $7M.
Which 401(k) plans are similar in size to K.G. Stevens, Inc. Profit Sharing and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guideit, LLC 401(k) Plan in TX ($5M, 168 participants).
Which 401(k) plans cover a similar participant headcount to K.G. Stevens, Inc. Profit Sharing and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 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 920289539.

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.