401(k) · DOL Form 5500 · 2023

Stevenson Smith, Cpa's LLC 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$916K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$229,063
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stevenson Smith, Cpa's LLC 401(k) Plan · Sponsored by Stevenson Smith, Cpa's LLC 401(k) Plan · Utah · Professional & Technical Services

$916K in assets, 4 participants

Stevenson Smith, Cpa's LLC 401(k) Plan's Stevenson Smith, Cpa's LLC 401(k) Plan reported $916K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,647 in Professional & Technical Services (20,321 peers)

Stevenson Smith, Cpa's LLC 401(k) Plan multi-year trail

Stevenson Smith, Cpa's LLC 401(k) Plan's plans moved +22.5% in assets from 2022 to 2023; this filing shows Stevenson Smith, Cpa's LLC 401(k) Plan at $916K / 4 participants.

#3,647
in Professional & Technical Services (20,321 peers)
+22.5%
assets growth YoY

Stevenson Smith, Cpa's LLC 401(k) Plan among the smaller filed plans by assets

Stevenson Smith, Cpa's LLC 401(k) Plan vs every filed plan by assets

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

$916,252 23rd percentile higher than 23% 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

Stevenson Smith, Cpa's LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stevenson Smith, Cpa's LLC 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevenson Smith, Cpa's LLC 401(k) Plan reported net income rose from -$445K in the plan year 2022 filing to $168K in the plan year 2023 filing.
  • Stevenson Smith, Cpa's LLC 401(k) Plan end-of-year assets rose from $748K in the plan year 2022 filing to $916K in the plan year 2023 filing.
  • Stevenson Smith, Cpa's LLC 401(k) Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 529860019 · Stevenson Smith, Cpa's LLC 401(k) Plan PY 2023 · 401(k)

Stevenson Smith, Cpa's LLC 401(k) Plan · $916K · 4 · 23rd

  • 5500 $916K
  • 5500 4
  • 5500 23rd
  • 5500 401(k)
  • 5500 near Paramount Fuel, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #3647

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 Utah →

Stevenson Smith, Cpa's LLC 401(k) Plan in the asset neighbourhood

Stevenson Smith, Cpa's LLC 401(k) PlanStevenson Smith, Cpa's LLC 4…$916KParamount Fuel, Inc. 401(k) Profit Sharing PlanParamount Fuel, Inc. 401(k) …$916KSlack Developments, Inc. 401(k) Profit Sharing PlanSlack Developments, Inc. 401…$916KAdmiral Glass & Mirror 401(k) PlanAdmiral Glass & Mirror 401(k…$916KVermillion, Inc. Retirement PlanVermillion, Inc. Retirement …$916K
End-of-year total assets ($M) among Stevenson Smith, Cpa's LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stevenson Smith, Cpa's LLC 401(k) Plan multi-year asset trail

Sponsor-wide plan assets over time

All Stevenson Smith, Cpa's LLC 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$916K 22.47115167409178% vs 2022
2023 filing year
$0.7M$0.8M$0.9M$1M 20222023 $0.75M $0.92M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 5 $748K
2023 1 4 $916K

Stevenson Smith, Cpa's LLC 401(k) Plan filing trail (2023)

Total Assets (Beginning of Year)$748K
Net Assets (End of Year)$916K
Net Income$168K
Employer EIN529860019
Plan Effective Date2003-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Stevenson Smith, Cpa's LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Stevenson Smith, Cpa's LLC 401(k) Plan, Total assets ($B): 0.000916252 · Participants: 4Stevenson Smith, Cpa's LLC 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Stevenson Smith, Cpa's LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Stevenson Smith, Cpa's LLC 401(k) Plan side-by-side with 3 peers →

Stevenson Smith, Cpa's LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Paramount Fuel, Inc. 401(k) Profit Sharing Plan in CA ($916K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Stevenson Smith, Cpa's LLC 401(k) Plan assets move in 2023? ▼
Stevenson Smith, Cpa's LLC 401(k) Plan grew sharply - up 22.5% during 2023, from $748K to $916K. Reported net income was $168K.
How have Stevenson Smith, Cpa's LLC 401(k) Plan plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stevenson Smith, Cpa's LLC 401(k) Plan's sponsor-wide assets grew 22.5%, from $748K to $916K.
Where does Stevenson Smith, Cpa's LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Stevenson Smith, Cpa's LLC 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Stevenson Smith, Cpa's LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paramount Fuel, Inc. 401(k) Profit Sharing Plan in CA ($916K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Stevenson Smith, Cpa's LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 529860019.

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.