401(k) · DOL Form 5500 · 2023

Steves & Sons Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,332
Participants Near avg headcount
60th
Percentile by assets National rank
$8,040
Avg per participant Low balance/head
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Official DOL plan name: Steves & Sons Employees 401(k) Profit Sharing Plan · Sponsored by Steves & Sons Inc. · Texas · Manufacturing

$11M in assets, 1,332 participants

Steves & Sons Inc.'s Steves & Sons Employees 401(k) Profit Sharing Plan reported $11M in total assets and 1,332 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,721 in Manufacturing (18,722 peers)

Steves & Sons Inc. multi-year trail

Steves & Sons Inc.'s plans moved +76.3% in assets from 2022 to 2024; this filing shows Steves & Sons Employees 401(k) Profit Sharing Plan at $11M / 1,332 participants.

#8,721
in Manufacturing (18,722 peers)
+34.8%
assets growth YoY

Steves & Sons Employees 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Steves & Sons Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,709,625 Top 40% higher than 60% 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

Steves & Sons Employees 401(k) Profit Sharing Plan'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. Steves & Sons Employees 401(k) Profit Sharing Plan lands in the large band (1,332 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steves & Sons Employees 401(k) Profit Sharing Plan reported net income rose from $87K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Steves & Sons Employees 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Steves & Sons Employees 401(k) Profit Sharing Plan reported participants rose from 1,298 in the plan year 2022 filing to 1,332 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741320441 · Steves & Sons Inc. PY 2023 · 401(k)

Steves & Sons Employees 401(k) Profit Sharing Plan · $11M · 1,332 · 60th

  • NET $11M
  • NET 1,332
  • NET 60th
  • NET 401(k)
  • NET near Cox, Graae & Spack Architects 401(k) Plan
  • NET ind #8721

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 Texas →

Steves & Sons Employees 401(k) Profit Sharing Plan in the asset neighbourhood

Steves & Sons Employees 401(k) Profit Sharing PlanSteves & Sons Employees 401(…$11MCox, Graae & Spack Architects 401(k) PlanCox, Graae & Spack Architect…$11MFormstack, LLC 401(k) Plan$11MKen Grody Ford 401(k) Profit Sharing PlanKen Grody Ford 401(k) Profit…$11MOrtale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & TrustOrtale, Kelley, Herbert & Cr…$11M
End-of-year total assets ($M) among Steves & Sons Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Steves & Sons Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Steves & Sons Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 76.28660939339407% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $7.94M $14M ▲ +76.3%
Year Plans Participants Total Assets
2022 1 1,298 $8M
2023 1 1,332 $11M
2024 1 1,440 $14M

Steves & Sons Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN741320441
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Steves & Sons Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Steves & Sons Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.010709625 · Participants: 1332Steves & Sons Employees 401(k) Profit Sharing PlanAT&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
Steves & Sons Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Steves & Sons Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

Steves & Sons Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cox, Graae & Spack Architects 401(k) Plan in DC ($11M); by covered participants it is Amway Hotel Corporation 401(k) Retirement and Savings Plan in MI (1,332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,332 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 Steves & Sons Employees 401(k) Profit Sharing Plan assets move in 2023? ▼
Steves & Sons Employees 401(k) Profit Sharing Plan surged - up 34.8% during 2023, from $8M to $11M. Reported net income was $3M.
How have Steves & Sons Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steves & Sons Inc.'s sponsor-wide assets grew 76.3%, from $8M to $14M.
Which 401(k) plans are similar in size to Steves & Sons Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cox, Graae & Spack Architects 401(k) Plan in DC ($11M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Steves & Sons Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amway Hotel Corporation 401(k) Retirement and Savings Plan in MI (1,332 participants, $45M 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 741320441.

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.