401(k) · DOL Form 5500 · 2023

Stevens Aerospace and Defense Systems, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
297
Participants Below avg headcount
71st
Percentile by assets National rank
$62,187
Avg per participant Low balance/head
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Official DOL plan name: Stevens Aerospace & Def 401(k) Savings and Retirement Plan · Sponsored by Stevens Aerospace and Defense Systems, LLC · South Carolina · Transportation & Warehousing

$18M in assets, 297 participants

Stevens Aerospace and Defense Systems, LLC's Stevens Aerospace & Def 401(k) Savings and Retirement Plan reported $18M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,391 in Transportation & Warehousing (3,362 peers)

Stevens Aerospace and Defense Systems, LLC multi-year trail

Stevens Aerospace and Defense Systems, LLC's plans moved +24.2% in assets from 2022 to 2024; this filing shows Stevens Aerospace & Def 401(k) Savings and Retirement Plan at $18M / 297 participants.

#2,391
in Transportation & Warehousing (3,362 peers)
+14.7%
assets growth YoY

Stevens Aerospace & Def 401(k) Savings and Retirement Plan's outsized position by total assets

Stevens Aerospace & Def 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$18,469,513 Top 29% higher than 71% 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

Stevens Aerospace & Def 401(k) Savings and 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. Stevens Aerospace & Def 401(k) Savings and Retirement Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevens Aerospace & Def 401(k) Savings and Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stevens Aerospace & Def 401(k) Savings and Retirement Plan reported participants rose from 251 in the plan year 2022 filing to 297 in the plan year 2023 filing.
  • Stevens Aerospace & Def 401(k) Savings and Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 823002064 · Stevens Aerospace and Defense Systems, LLC PY 2023 · 401(k)

Stevens Aerospace & Def 401(k) Savings and Retirement Plan · $18M · 297 · 71st

  • RANK $18M
  • PHOTO 297
  • IND 71st
  • EOY 401(k)
  • 5500 near Epl Employee Savings and Stock Ownership Plan (401(k) Portion)
  • ASSETS ind #2391

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 Transportation & Warehousing retirement plans → · Plans in South Carolina →

Stevens Aerospace & Def 401(k) Savings and Retirement Plan in the asset neighbourhood

Stevens Aerospace & Def 401(k) Savings and Retirement PlanStevens Aerospace & Def 401(…$18MEpl Employee Savings and Stock Ownership Plan (401(k) Portion)Epl Employee Savings and Sto…$18MManufacturing Technology Inc Deferred Compensation Plan and TrustManufacturing Technology Inc…$18MRegis Technologies, Inc. Retirement Savings PlanRegis Technologies, Inc. Ret…$18MDonley's 401(k) Retirement PlanDonley's 401(k) Retirement P…$18M
End-of-year total assets ($M) among Stevens Aerospace & Def 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stevens Aerospace and Defense Systems, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stevens Aerospace and Defense Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 24.20487660903805% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $20M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 251 $16M
2023 1 297 $18M
2024 1 311 $20M

Stevens Aerospace and Defense Systems, LLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN823002064
Plan Effective Date1989-03-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Stevens Aerospace & Def 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Stevens Aerospace & Def 401(k) Savings and Retirement Plan, Total assets ($B): 0.018469513 · Participants: 297Stevens Aerospace & Def 401(k) Savings and Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Stevens Aerospace & Def 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Stevens Aerospace & Def 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Stevens Aerospace & Def 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Epl Employee Savings and Stock Ownership Plan (401(k) Portion) in VA ($18M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Stevens Aerospace & Def 401(k) Savings and Retirement Plan assets move in 2023? ▼
Stevens Aerospace & Def 401(k) Savings and Retirement Plan grew at a solid clip - up 14.7% during 2023, from $16M to $18M. Reported net income was $2M.
How have Stevens Aerospace and Defense Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Aerospace and Defense Systems, LLC's sponsor-wide assets grew 24.2%, from $16M to $20M.
Which 401(k) plans are similar in size to Stevens Aerospace & Def 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epl Employee Savings and Stock Ownership Plan (401(k) Portion) in VA ($18M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Stevens Aerospace & Def 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 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 823002064.

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.