401(k) · DOL Form 5500 · 2023

Stephens Shared Services LLC 401(k) Plan

Data updated 2026-08-25

$360M
Total assets Above avg plan size
1,319
Participants Near avg headcount
97th
Percentile by assets National rank
$273,069
Avg per participant High balance/head
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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.

  • #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.

#1,003
in Management of Enterprises (1,137 peers)
+16.5%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Stephens Employees' 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Stephens Employees' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$360,177,688 Top 3% higher than 97% 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

Stephens Employees' 401(k) Profit Sharing Plan and 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. Stephens Employees' 401(k) Profit Sharing Plan and Trust lands in the large band (1,319 participants).

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 →

Published 5500 schedule card

Filing strip 272059091 · Stephens Shared Services LLC PY 2023 · 401(k)

Stephens Employees' 401(k) Profit Sharing Plan and Trust · $360M · 1,319 · 97th

  • TYPE $360M
  • TYPE 1,319
  • TYPE 97th
  • TYPE 401(k)
  • TYPE near Ipsos America , Inc 401(k) Plan
  • TYPE ind #1003

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 Management of Enterprises retirement plans → · Plans in Arkansas →

Stephens Employees' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Ipsos America , Inc 401(k) PlanIpsos America , Inc 401(k) P…$360MStephens Employees' 401(k) Profit Sharing Plan and TrustStephens Employees' 401(k) P…$360MIbg LLC 401(k) Plan$360MFareway Stores, Inc. 401(k) Profit Sharing PlanFareway Stores, Inc. 401(k) …$360MFriedkin Savings and Investment PlanFriedkin Savings and Investm…$360M
End-of-year total assets ($M) among Stephens Employees' 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Stephens Shared Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$409M 32.416965296715176% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $309M $409M ▲ +32.4%
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 Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Stephens Employees' 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.360177688 · Participants: 1319Stephens Employees' 401(k) Profit Sharing Plan and TrustWalmart 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
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 Sharing Plan and Trust side-by-side with 3 peers →

Stephens Employees' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Ipsos America , Inc 401(k) Plan in CT ($360M); by covered participants it is Mega International, LLC 401(k) Plan in CA (1,319 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($360M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,319 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 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).
Which 401(k) plans cover a similar participant headcount to Stephens Employees' 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mega International, LLC 401(k) Plan in CA (1,319 participants, $18M 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 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.