401(k) · DOL Form 5500 · 2023

The Stephens Group, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
113
Participants Small participant base
79th
Percentile by assets National rank
$253,128
Avg per participant Above avg balance/head
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Official DOL plan name: The Stephens Group, LLC 401(k) Plan · Sponsored by The Stephens Group, LLC · Arkansas · Finance & Insurance

$29M in assets, 113 participants

The Stephens Group, LLC's The Stephens Group, LLC 401(k) Plan reported $29M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,956 in Finance & Insurance (8,869 peers)

Coverage in Arkansas

The Stephens Group, LLC 401(k) Plan covers 113 participants in Arkansas, about 4% of the average Arkansas filer (state average ~2,784 per filing). Assets: $29M.

#5,956
in Finance & Insurance (8,869 peers)
+17.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Stephens Group, LLC 401(k) Plan's outsized position by total assets

The Stephens Group, LLC 401(k) Plan vs every filed plan by assets

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

$28,603,447 Top 21% higher than 79% 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

The Stephens Group, LLC 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. The Stephens Group, LLC 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Stephens Group, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Stephens Group, LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 204948475 · The Stephens Group, LLC PY 2023 · 401(k)

The Stephens Group, LLC 401(k) Plan · $29M · 113 · 79th

  • PCT $29M
  • PCT 113
  • PCT 79th
  • PCT 401(k)
  • PCT near Tmi 401(k) Profit Sharing Trust
  • PCT ind #5956

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 Finance & Insurance retirement plans → · Plans in Arkansas →

The Stephens Group, LLC 401(k) Plan in the asset neighbourhood

The Stephens Group, LLC 401(k) PlanThe Stephens Group, LLC 401(…$29MTmi 401(k) Profit Sharing TrustTmi 401(k) Profit Sharing Tr…$29MHol-Mac Corporation Retirement Savings PlanHol-Mac Corporation Retireme…$29MFullstory, Inc. 401(k) Plan$29MMarshalltown Company 401(k) Savings PlanMarshalltown Company 401(k) …$29M
End-of-year total assets ($M) among The Stephens Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN204948475
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Stephens Group, LLC)

Sponsor-wide plan assets over time

All The Stephens Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 35.54492498032882% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $33M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 112 $24M
2023 1 113 $29M
2024 1 121 $33M

Nearby 401(k) Plans in Arkansas

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

The Stephens Group, LLC 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants The Stephens Group, LLC 401(k) Plan, Total assets ($B): 0.028603447 · Participants: 113The Stephens Group, LLC 401(k) PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
The Stephens Group, LLC 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare The Stephens Group, LLC 401(k) Plan side-by-side with 3 peers →

The Stephens Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Tmi 401(k) Profit Sharing Trust in ND ($29M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 The Stephens Group, LLC 401(k) Plan assets move in 2023? ▼
The Stephens Group, LLC 401(k) Plan grew sharply - up 17.6% during 2023, from $24M to $29M. Reported net income was $4M.
How have The Stephens Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Stephens Group, LLC's sponsor-wide assets grew 35.5%, from $24M to $33M.
Where does The Stephens Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Stephens Group, LLC 401(k) Plan ranks in the 79th 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 The Stephens Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tmi 401(k) Profit Sharing Trust in ND ($29M, 246 participants).
Which 401(k) plans cover a similar participant headcount to The Stephens Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 204948475.

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.