401(k) · DOL Form 5500 · 2023

Stevens & Stevens Investment Group Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
28th
Percentile by assets National rank
$121,951
Avg per participant Near avg balance/head
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Official DOL plan name: Stevens & Stevens Investment Group Inc. Retirement Plan · Sponsored by Stevens & Stevens Investment Group Inc. · Florida · Retail Trade

$2M in assets, 13 participants

Stevens & Stevens Investment Group Inc.'s Stevens & Stevens Investment Group Inc. Retirement Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #3,391 in Retail Trade (8,414 peers)

Stevens & Stevens Investment Group Inc. multi-year trail

Stevens & Stevens Investment Group Inc.'s plans moved +20.7% in assets from 2022 to 2024; this filing shows Stevens & Stevens Investment Group Inc. Retirement Plan at $2M / 13 participants.

#3,391
in Retail Trade (8,414 peers)
+10.5%
assets growth YoY

Stevens & Stevens Investment Group Inc. Retirement Plan among the smaller filed plans by assets

Stevens & Stevens Investment Group Inc. Retirement Plan vs every filed plan by assets

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

$1,585,360 28th percentile higher than 28% 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 & Stevens Investment Group Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stevens & Stevens Investment Group Inc. Retirement Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevens & Stevens Investment Group Inc. Retirement Plan reported participants rose from 9 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Stevens & Stevens Investment Group Inc. Retirement Plan reported net income fell from $195K in the plan year 2022 filing to $150K in the plan year 2023 filing.
  • Stevens & Stevens Investment Group Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 834607305 · Stevens & Stevens Investment Group Inc. PY 2023 · 401(k)

Stevens & Stevens Investment Group Inc. Retirement Plan · $2M · 13 · 28th

  • RANK $2M
  • PHOTO 13
  • IND 28th
  • EOY 401(k)
  • 5500 near Mccarty Architects, P.a. 401(k) Profit Sharing Plan
  • ASSETS ind #3391

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 Retail Trade retirement plans → · Plans in Florida →

Stevens & Stevens Investment Group Inc. Retirement Plan in the asset neighbourhood

Stevens & Stevens Investment Group Inc. Retirement PlanStevens & Stevens Investment…$2MMccarty Architects, P.a. 401(k) Profit Sharing PlanMccarty Architects, P.a. 401…$2MDemocratic Party of Wisconsin 401(k) PlanDemocratic Party of Wisconsi…$2MGersh Autism 401(k) Plan$2MFlex Technologies, Inc. Employees Savings Retirement PlanFlex Technologies, Inc. Empl…$2M
End-of-year total assets ($M) among Stevens & Stevens Investment Group Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stevens & Stevens Investment Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stevens & Stevens Investment Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.65818050319154% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.44M $1.73M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 13 $2M
2024 1 17 $2M

Stevens & Stevens Investment Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$150K
Employer EIN834607305
Plan Effective Date2019-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Stevens & Stevens Investment Group Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Stevens & Stevens Investment Group Inc. Retirement Plan, Total assets ($B): 0.00158536 · Participants: 13Stevens & Stevens Investment Group Inc. Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Stevens & Stevens Investment Group Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Stevens & Stevens Investment Group Inc. Retirement Plan side-by-side with 3 peers →

Stevens & Stevens Investment Group Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mccarty Architects, P.a. 401(k) Profit Sharing Plan in MS ($2M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 & Stevens Investment Group Inc. Retirement Plan assets move in 2023? ▼
Stevens & Stevens Investment Group Inc. Retirement Plan grew at a solid clip - up 10.5% during 2023, from $1M to $2M. Reported net income was $150K.
How have Stevens & Stevens Investment Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens & Stevens Investment Group Inc.'s sponsor-wide assets grew 20.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Stevens & Stevens Investment Group Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccarty Architects, P.a. 401(k) Profit Sharing Plan in MS ($2M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Stevens & Stevens Investment Group Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 834607305.

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.