401(k) · DOL Form 5500 · 2023

C. Stein, Inc. Dba Csb 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
352
Participants Below avg headcount
59th
Percentile by assets National rank
$29,060
Avg per participant Low balance/head
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Official DOL plan name: C. Stein, Inc. Retirement Plan · Sponsored by C. Stein, Inc. Dba Csb · Washington · Wholesale Trade

$10M in assets, 352 participants

C. Stein, Inc. Dba Csb's C. Stein, Inc. Retirement Plan reported $10M in total assets and 352 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,218 in Wholesale Trade (6,309 peers)

Coverage in Washington

C. Stein, Inc. Retirement Plan covers 352 participants in Washington, about 24% of the average Washington filer (state average ~1,476 per filing). Assets: $10M.

#3,218
in Wholesale Trade (6,309 peers)
+12.3%
assets growth YoY

C. Stein, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

C. Stein, Inc. Retirement Plan vs every filed plan by assets

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

$10,229,223 Top 41% higher than 59% 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

C. Stein, Inc. Retirement 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. C. Stein, Inc. Retirement Plan sits mid-pack in the medium band (352 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C. Stein, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • C. Stein, Inc. Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • C. Stein, Inc. Retirement Plan reported participants fell from 388 in the plan year 2022 filing to 352 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820499973 · C. Stein, Inc. Dba Csb PY 2023 · 401(k)

C. Stein, Inc. Retirement Plan · $10M · 352 · 59th

  • PCT $10M
  • PCT 352
  • PCT 59th
  • PCT 401(k)
  • PCT near Minot Builders Supply Association 401(k) Profit Sharing Plan
  • PCT ind #3218

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 Wholesale Trade retirement plans → · Plans in Washington →

C. Stein, Inc. Retirement Plan in the asset neighbourhood

C. Stein, Inc. Retirement PlanC. Stein, Inc. Retirement Pl…$10MMinot Builders Supply Association 401(k) Profit Sharing PlanMinot Builders Supply Associ…$10M403(b) Thrift Plan for Employees of Southwestern Community Services403(b) Thrift Plan for Emplo…$10MWestech Systems, LLC Retirement PlanWestech Systems, LLC Retirem…$10MJ.R. Cole Industries, Inc. 401(k) PlanJ.R. Cole Industries, Inc. 4…$10M
End-of-year total assets ($M) among C. Stein, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN820499973
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C. Stein, Inc. Dba Csb)

Sponsor-wide plan assets over time

All C. Stein, Inc. Dba Csb plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $9.11M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 388 $9M
2023 1 352 $10M
2024 1 342 N/A

Nearby 401(k) Plans in Washington

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

C. Stein, Inc. Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants C. Stein, Inc. Retirement Plan, Total assets ($B): 0.010229223 · Participants: 352C. Stein, Inc. Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
C. Stein, Inc. Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare C. Stein, Inc. Retirement Plan side-by-side with 3 peers →

C. Stein, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Minot Builders Supply Association 401(k) Profit Sharing Plan in ND ($10M); by covered participants it is Xeris Pharmaceuticals, Inc. 401(k) Plan in IL (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 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 C. Stein, Inc. Retirement Plan assets move in 2023? ▼
C. Stein, Inc. Retirement Plan grew at a solid clip - up 12.3% during 2023, from $9M to $10M. Reported net income was $1M.
Which 401(k) plans are similar in size to C. Stein, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Minot Builders Supply Association 401(k) Profit Sharing Plan in ND ($10M, 131 participants).
Which 401(k) plans cover a similar participant headcount to C. Stein, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Xeris Pharmaceuticals, Inc. 401(k) Plan in IL (352 participants, $25M 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 820499973.

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.