401(k) · DOL Form 5500 · 2023

Stein & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
856
Participants Near avg headcount
82nd
Percentile by assets National rank
$42,904
Avg per participant Low balance/head
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Official DOL plan name: Stein & Associates, LLC 401(k) Profit Sharing Plan · Sponsored by Stein & Associates, LLC · Arkansas · Healthcare & Social Assistance

$37M in assets, 856 participants

Stein & Associates, LLC's Stein & Associates, LLC 401(k) Profit Sharing Plan reported $37M in total assets and 856 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,975 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arkansas

Stein & Associates, LLC 401(k) Profit Sharing Plan covers 856 participants in Arkansas, about 31% of the average Arkansas filer (state average ~2,784 per filing). Assets: $37M.

#14,975
in Healthcare & Social Assistance (17,684 peers)
+26.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Stein & Associates, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Stein & Associates, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$36,725,561 Top 18% higher than 82% 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

Stein & Associates, LLC 401(k) Profit Sharing 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. Stein & Associates, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (856 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stein & Associates, LLC 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Stein & Associates, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Stein & Associates, LLC 401(k) Profit Sharing Plan reported participants rose from 787 in the plan year 2022 filing to 856 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640913971 · Stein & Associates, LLC PY 2023 · 401(k)

Stein & Associates, LLC 401(k) Profit Sharing Plan · $37M · 856 · 82nd

  • EOY $37M
  • EOY 856
  • EOY 82nd
  • EOY 401(k)
  • EOY near Meridian Health Services Corp 401(k) Plan
  • EOY ind #14975

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 Healthcare & Social Assistance retirement plans → · Plans in Arkansas →

Stein & Associates, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Stein & Associates, LLC 401(k) Profit Sharing PlanStein & Associates, LLC 401(…$37MMeridian Health Services Corp 401(k) PlanMeridian Health Services Cor…$37MBg Staff Services Inc. Retirement Savings PlanBg Staff Services Inc. Retir…$37MPediatric Anesthesia Associates Medical Group, Inc. 401(k) Profit Sharing PlanPediatric Anesthesia Associa…$37MDisability Rights California 401(k) PlanDisability Rights California…$37M
End-of-year total assets ($M) among Stein & Associates, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$37M
Net Income$8M
Employer EIN640913971
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stein & Associates, LLC)

Sponsor-wide plan assets over time

All Stein & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 42.02136223243363% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.1M $41.3M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 787 $29M
2023 1 856 $37M
2024 1 918 $41M

Nearby 401(k) Plans in Arkansas

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

Stein & Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Stein & Associates, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.036725561 · Participants: 856Stein & Associates, LLC 401(k) Profit Sharing 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
Stein & Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Stein & Associates, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stein & Associates, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Meridian Health Services Corp 401(k) Plan in IN ($37M); by covered participants it is Salo, LLC 401(k) Plan in MN (856 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (856 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 Stein & Associates, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Stein & Associates, LLC 401(k) Profit Sharing Plan grew sharply - up 26.3% during 2023, from $29M to $37M. Reported net income was $8M.
How have Stein & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stein & Associates, LLC's sponsor-wide assets grew 42.0%, from $29M to $41M.
Where does Stein & Associates, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stein & Associates, LLC 401(k) Profit Sharing Plan ranks in the 82nd 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 Stein & Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meridian Health Services Corp 401(k) Plan in IN ($37M, 1,046 participants).
Which 401(k) plans cover a similar participant headcount to Stein & Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Salo, LLC 401(k) Plan in MN (856 participants, N/A 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 640913971.

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.