401(k) · DOL Form 5500 · 2023

Stevens Companies 401(k) Plan & Tru 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
2,230
Participants Above avg headcount
73rd
Percentile by assets National rank
$9,379
Avg per participant Low balance/head
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Official DOL plan name: Stevens Companies 401(k) Plan & Trust · Sponsored by Stevens Companies 401(k) Plan & Tru · Texas · Transportation & Warehousing

$21M in assets, 2,230 participants

Stevens Companies 401(k) Plan & Tru's Stevens Companies 401(k) Plan & Trust reported $21M in total assets and 2,230 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,459 in Transportation & Warehousing (3,362 peers)

Coverage in Texas

Stevens Companies 401(k) Plan & Trust covers 2,230 participants in Texas, 3.2x the typical Texas plan (state average ~688 per filing). Assets: $21M.

#2,459
in Transportation & Warehousing (3,362 peers)
+23.3%
assets growth YoY

Stevens Companies 401(k) Plan & Trust's outsized position by total assets

Stevens Companies 401(k) Plan & Trust vs every filed plan by assets

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

$20,914,934 Top 27% higher than 73% 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 Companies 401(k) Plan & Trust'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. Stevens Companies 401(k) Plan & Trust lands in the large band (2,230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevens Companies 401(k) Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Stevens Companies 401(k) Plan & Trust end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 751302273 · Stevens Companies 401(k) Plan & Tru PY 2023 · 401(k)

Stevens Companies 401(k) Plan & Trust · $21M · 2,230 · 73rd

  • IND $21M
  • EOY 2,230
  • 5500 73rd
  • ASSETS 401(k)
  • PCT near Wisconsin Reinsurance Corporation Profit Sharing Plan
  • EIN ind #2459

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Stevens Companies 401(k) Plan & Trust in the asset neighbourhood

Wisconsin Reinsurance Corporation Profit Sharing PlanWisconsin Reinsurance Corpor…$21MOakmont Management Group LLC 401(k) PlanOakmont Management Group LLC…$21MStevens Companies 401(k) Plan & TrustStevens Companies 401(k) Pla…$21MHci Group, Inc. 401(k) Profit Sharing PlanHci Group, Inc. 401(k) Profi…$21MAmerican Textile Company, Inc. 401(k) PlanAmerican Textile Company, In…$21M
End-of-year total assets ($M) among Stevens Companies 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN751302273
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens Companies 401(k) Plan & Tru)

Sponsor-wide plan assets over time

All Stevens Companies 401(k) Plan & Tru plans reported in each filing year

Latest sponsor-wide plan assets
$23M 37.13856629558581% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $23.3M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 2,235 $17M
2023 1 2,230 $21M
2024 1 2,050 $23M

Nearby 401(k) Plans in Texas

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

Stevens Companies 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Stevens Companies 401(k) Plan & Trust, Total assets ($B): 0.020914934 · Participants: 2230Stevens Companies 401(k) Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Stevens Companies 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stevens Companies 401(k) Plan & Trust side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Wisconsin Reinsurance Corporation Profit Sharing Plan in WI ($21M); by covered participants it is Dsi 401(k) Plan in AL (2,230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,230 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 Companies 401(k) Plan & Trust assets move in 2023? ▼
Stevens Companies 401(k) Plan & Trust grew sharply - up 23.3% during 2023, from $17M to $21M. Reported net income was $4M.
How have Stevens Companies 401(k) Plan & Tru plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Companies 401(k) Plan & Tru's sponsor-wide assets grew 37.1%, from $17M to $23M.
Which 401(k) plans are similar in size to Stevens Companies 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wisconsin Reinsurance Corporation Profit Sharing Plan in WI ($21M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Stevens Companies 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dsi 401(k) Plan in AL (2,230 participants, $2M 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 751302273.

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.