401(k)
2023 plan-year 401(k) DOL Form 5500

Stova Group, LLC 401(k) Profit Sharing & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Stova Group, LLC · Utah · Professional & Technical Services

What the 2023 filing shows

Stova Group, LLC 401(k) Profit Sharing & Trust holds $11M for 213 participants — about $53,856 per participant, up 58.3% over the 2023 plan year.

$11M
total plan assets (2023 EOY)
213
covered participants
$53,856
avg assets per participant
+58.3%
assets growth YoY
Total Assets (2023)
$11M
Participants
213
State
Industry
Professional & Technical Services

What the Filing Says About Stova Group, LLC 401(k) Profit Sharing & Trust

Stova Group, LLC 401(k) Profit Sharing & Trust is a 401(k) retirement plan sponsored by Stova Group, LLC, headquartered in Utah. As of the 2023 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 213 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 920440466, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $11M at year-end — a gain of 58.3%. Net assets (after liabilities) closed the year at $11M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$1M
Plan Type401(k)
Employer EIN920440466
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stova Group, LLC)

Year Plans Participants Total Assets
2023 1 213 $11M
2024 1 147 $13M

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Frequently Asked Questions

How much money is in the Stova Group, LLC 401(k) Profit Sharing & Trust?
As of the 2023 Form 5500 filing, Stova Group, LLC 401(k) Profit Sharing & Trust holds $11M in total assets with 213 participants. It is sponsored by Stova Group, LLC.
What type of plan is Stova Group, LLC 401(k) Profit Sharing & Trust?
Stova Group, LLC 401(k) Profit Sharing & Trust is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 920440466.
Who sponsors the Stova Group, LLC 401(k) Profit Sharing & Trust?
Stova Group, LLC 401(k) Profit Sharing & Trust is sponsored by Stova Group, LLC, located in Utah. The sponsor's EIN is 920440466 and the plan operates in the Professional & Technical Services industry.
How did Stova Group, LLC 401(k) Profit Sharing & Trust perform in 2023?
Stova Group, LLC 401(k) Profit Sharing & Trust grew by 58.3% during 2023, moving from $7M to $11M in total assets. Net income was $1M.
Where can I find official filings for Stova Group, LLC 401(k) Profit Sharing & Trust?
Official Form 5500 filings for Stova Group, LLC 401(k) Profit Sharing & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 920440466 or plan name at efast.dol.gov.
How does Stova Group, LLC 401(k) Profit Sharing & Trust compare to other plans?
You can compare Stova Group, LLC 401(k) Profit Sharing & Trust against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 920440466.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.