401(k) · DOL Form 5500 · 2023

Steamboat Is, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
437
Participants Below avg headcount
77th
Percentile by assets National rank
$58,640
Avg per participant Low balance/head
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Official DOL plan name: Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Steamboat Is, Inc. · Georgia · Finance & Insurance

$26M in assets, 437 participants

Steamboat Is, Inc.'s Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust reported $26M in total assets and 437 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,747 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust covers 437 participants in Georgia, about 40% of the average Georgia filer (state average ~1,096 per filing). Assets: $26M.

#5,747
in Finance & Insurance (8,869 peers)
+12.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$25,625,657 Top 23% higher than 77% 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

Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust 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. Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (437 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 408 in the plan year 2022 filing to 437 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271251861 · Steamboat Is, Inc. PY 2023 · 401(k)

Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust · $26M · 437 · 77th

  • BOY $26M
  • SCH 437
  • EBSA 77th
  • PART 401(k)
  • TYPE near Cromwell Architects Engineers, Inc. 401(k) Profit Sharing Plan
  • NET ind #5747

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 Finance & Insurance retirement plans → · Plans in Georgia →

Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Steamboat Is, Inc. 401(k) Profit Sharing Plan and TrustSteamboat Is, Inc. 401(k) Pr…$26MSterling Bank & Trust 401(k) PlanSterling Bank & Trust 401(k)…$26MCromwell Architects Engineers, Inc. 401(k) Profit Sharing PlanCromwell Architects Engineer…$26MU.S. Facilities, Inc. 401(k) Retirement PlanU.S. Facilities, Inc. 401(k)…$26MCentral Irrigation Supply, Inc. Retirement PlanCentral Irrigation Supply, I…$26M
End-of-year total assets ($M) among Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN271251861
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Steamboat Is, Inc.)

Sponsor-wide plan assets over time

All Steamboat Is, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 15.223591756990684% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $22.8M $26.3M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 408 $23M
2023 1 437 $26M
2024 1 311 $26M

Nearby 401(k) Plans in Georgia

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

Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.025625657 · Participants: 437Steamboat Is, Inc. 401(k) Profit Sharing Plan and TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Cromwell Architects Engineers, Inc. 401(k) Profit Sharing Plan in AR ($26M); by covered participants it is Integrated Practice Solutions, Inc. 401(k) Plan in CA (437 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (437 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 Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 12.3% during 2023, from $23M to $26M. Reported net income was $3M.
How have Steamboat Is, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steamboat Is, Inc.'s sponsor-wide assets grew 15.2%, from $23M to $26M.
Where does Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 77th 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 Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cromwell Architects Engineers, Inc. 401(k) Profit Sharing Plan in AR ($26M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Steamboat Is, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Practice Solutions, Inc. 401(k) Plan in CA (437 participants, $15M 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 271251861.

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.