401(k) · DOL Form 5500 · 2023

STEFANINI 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
1,221
Participants Near avg headcount
87th
Percentile by assets National rank
$50,037
Avg per participant Low balance/head
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Official DOL plan name: Stefanini Retirement Savings Plan · Sponsored by STEFANINI · Michigan · Professional & Technical Services

$61M in assets, 1,221 participants

STEFANINI's Stefanini Retirement Savings Plan reported $61M in total assets and 1,221 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,019 in Professional & Technical Services (20,321 peers)

Where Stefanini Retirement Savings Plan sits by assets

Stefanini Retirement Savings Plan sits in the top quartile of all filed plans by assets, $61M for 1,221 participants (~$50,037/participant), up 18.7% in 2023.

#18,019
in Professional & Technical Services (20,321 peers)
+18.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Stefanini Retirement Savings Plan's outsized position by total assets

Stefanini Retirement Savings Plan vs every filed plan by assets

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

$61,095,462 Top 13% higher than 87% 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

Stefanini Retirement Savings Plan'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. Stefanini Retirement Savings Plan lands in the large band (1,221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stefanini Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Stefanini Retirement Savings Plan end-of-year assets rose from $51M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382774613 · STEFANINI PY 2023 · 401(k)

Stefanini Retirement Savings Plan · $61M · 1,221 · 87th

  • TYPE $61M
  • TYPE 1,221
  • TYPE 87th
  • TYPE 401(k)
  • TYPE near National Life Insurance Company Agents Retirement Plan
  • TYPE ind #18019

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Stefanini Retirement Savings Plan in the asset neighbourhood

Old World 401(k) Plan$61MStefanini Retirement Savings PlanStefanini Retirement Savings…$61MNational Life Insurance Company Agents Retirement PlanNational Life Insurance Comp…$61MCritchfield Mechanical, Inc. 401(k) PlanCritchfield Mechanical, Inc.…$61MTower Hill Insurance Group, LLC 401(k) PlanTower Hill Insurance Group, …$61M
End-of-year total assets ($M) among Stefanini Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$61M
Net Income$10M
Employer EIN382774613
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (STEFANINI)

Sponsor-wide plan assets over time

All STEFANINI plans reported in each filing year

Latest sponsor-wide plan assets
$70M 35.3383857906562% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.5M $69.7M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 1,215 $51M
2023 1 1,221 $61M
2024 1 1,188 $70M

Nearby 401(k) Plans in Michigan

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

Stefanini Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Stefanini Retirement Savings Plan, Total assets ($B): 0.061095462 · Participants: 1221Stefanini Retirement Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Stefanini Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Stefanini Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is National Life Insurance Company Agents Retirement Plan in VT ($61M); by covered participants it is Zep Inc. 401(k) Plan in GA (1,221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,221 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 Stefanini Retirement Savings Plan assets move in 2023?
Stefanini Retirement Savings Plan grew sharply - up 18.7% during 2023, from $51M to $61M. Reported net income was $10M.
How have STEFANINI plan assets changed over time?
Across 3 plan years on file (2022-2024), STEFANINI's sponsor-wide assets grew 35.3%, from $51M to $70M.
Where does Stefanini Retirement Savings Plan rank by assets among Form 5500 filers?
Stefanini Retirement Savings Plan ranks in the 87th 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 Stefanini Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is National Life Insurance Company Agents Retirement Plan in VT ($61M, 706 participants).
Which 401(k) plans cover a similar participant headcount to Stefanini Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Zep Inc. 401(k) Plan in GA (1,221 participants, $154M in assets).