401(k) · DOL Form 5500 · 2023

Steer Davies and Gleave Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 117
Participants Small participant base: 55th
Percentile by assets National rank: $72,774
Avg per participant Below avg balance/head

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Official DOL plan name: Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Steer Davies and Gleave Inc · New York · Other Services

$9M in assets, 117 participants

Steer Davies and Gleave Inc's Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#5,815 in Other Services (7,857 peers)

Coverage in New York

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust covers 117 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $9M.

#5,815
in Other Services (7,857 peers): +61.1%
assets growth YoY

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,514,552 Top 45% higher than 55% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & 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. Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (117 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 450585269 · Steer Davies and Gleave Inc PY 2023 · 401(k)

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust · $9M · 117 · 55th

EBSA $9M
PART 117
TYPE 55th
NET 401(k)
BOOK near Calcium USA 401(k) Plan
VS-ST ind #5815

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 Other Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	450585269
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Steer Davies and Gleave Inc)

Latest sponsor-wide plan assets: $11M 26.803524131392937% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	117	$9M
2024	1	111	$11M

Nearby 401(k) Plans in New York

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

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Calcium USA 401(k) Plan in PA ($9M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Calcium USA 401(k) Plan (PA) $9M · 128
Sternberg, Inc. 401(k) Profit Sharing Plan (IN) $9M · 243
Retirement Income Security Plan-American Crafts, LLC (UT) $9M · 218
Tpi Corporation Defined Contribution 401(k) Plan (TN) $9M · 110

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

Carteret Management Corporation 401(k) Plan (FL) 117 · 0 off
Mid America Pipe 401(k) Plan (KS) 117 · 0 off
Cronin Auto, Inc. 401(k) Plan (OH) 117 · 0 off
The Chilcote Company 401(k) Profit Sharing Plan (OH) 117 · 0 off

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 Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust surged - up 61.1% during 2023, from $5M to $9M. Reported net income was $2M.

How have Steer Davies and Gleave Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Steer Davies and Gleave Inc's sponsor-wide assets grew 26.8%, from $9M to $11M.

Which 401(k) plans are similar in size to Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Calcium USA 401(k) Plan in PA ($9M, 128 participants).

Which 401(k) plans cover a similar participant headcount to Steer Davies and Gleave Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 450585269.