401(k) · DOL Form 5500 · 2023

Stephens Shared Services LLC 401(k) Plan

Data updated 2026-08-11

$360M
Total assets
1,319
Participants
97th
Percentile by assets
$273,069
Avg per participant
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Official DOL plan name: Stephens Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by Stephens Shared Services LLC · Arkansas · Management of Enterprises

$360M in assets, 1,319 participants

Stephens Shared Services LLC's Stephens Employees' 401(k) Profit Sharing Plan and Trust reported $360M in total assets and 1,319 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #1,003 in Management of Enterprises (1,137 peers)

Coverage in Arkansas

Stephens Employees' 401(k) Profit Sharing Plan and Trust covers 1,319 participants in Arkansas, about 47% of the average Arkansas filer (state average ~2,784 per filing). Assets: $360M.

$360M
total plan assets (2023 EOY)
1,319
covered participants
97th
percentile by assets (of 127,072 plans)
$273,069
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephens Employees' 401(k) Profit Sharing Plan and Trust reported net income rose from -$65M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Stephens Employees' 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $309M in the plan year 2022 filing to $360M in the plan year 2023 filing.
  • Stephens Employees' 401(k) Profit Sharing Plan and Trust reported participants rose from 1,284 in the plan year 2022 filing to 1,319 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Arkansas
Industry
Management of Enterprises

Participants vs Arkansas filers

In Arkansas, the average filing covers about 2,784 participants across 760 plans. Stephens Employees' 401(k) Profit Sharing Plan and Trust reports 1,319 participants - about 47% of that state average ($360M EOY assets).

Arkansas filing particulars

Total Assets (Beginning of Year)$309M
Net Assets (End of Year)$360M
Net Income$51M
Employer EIN272059091
Plan Effective Date1983-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephens Shared Services LLC)

$250M$300M$350M$400M$450M 202220232024 $309M $409M ▲ +32.4%
Total plan assets by year, all Stephens Shared Services LLC plans on file
Year Plans Participants Total Assets
2022 1 1,284 $309M
2023 1 1,319 $360M
2024 1 1,384 $409M

Nearby 401(k) Plans in Arkansas

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

Stephens Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arkansas, assets vs. participants

Stephens Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Stephens Employees' …Walmart 401(k) PlanTyson Foods, Inc. Re…Dillard's, Inc. Inve…J.B. Hunt Transport …Windstream 401(k) Plan
Stephens Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Stephens Employees' 401(k) Profit Sharin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stephens Employees' 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Stephens Employees' 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Stephens Employees' 401(k) Profit Sharing Plan and Trust grew sharply - up 16.5% during 2023, from $309M to $360M. Reported net income was $51M.
How have Stephens Shared Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephens Shared Services LLC's sponsor-wide assets grew 32.4%, from $309M to $409M.
Where does Stephens Employees' 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Stephens Employees' 401(k) Profit Sharing Plan and Trust ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Stephens Employees' 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ipsos America , Inc 401(k) Plan in CT ($360M, 2,231 participants).

Next read for Stephens Employees' 401(k) Profit Sharin…

Filing takeaways

Ways to act on Stephens Employees' 401(k) Profit Sharing Plan and Trust's numbers.

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 272059091.

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.