Profit Sharing · DOL Form 5500 · 2024

Stephens Independence Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
27th
Percentile by assets National rank
$188,077
Avg per participant Above avg balance/head
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Official DOL plan name: Stephens Independence Ventures, Inc. Retirement Plan · Sponsored by Stephens Independence Ventures, Inc. · Texas · Management of Enterprises

$2M in assets, 8 participants

Stephens Independence Ventures, Inc.'s Stephens Independence Ventures, Inc. Retirement Plan reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #206 in Management of Enterprises (1,133 peers)

Stephens Independence Ventures, Inc. multi-year trail

Stephens Independence Ventures, Inc.'s plans moved +20.5% in assets from 2022 to 2024; this filing shows Stephens Independence Ventures, Inc. Retirement Plan at $2M / 8 participants.

#206
in Management of Enterprises (1,133 peers)
+7.8%
assets growth YoY

Stephens Independence Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Stephens Independence Ventures, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,504,615 27th percentile higher than 27% of 123,620 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 2024

Stephens Independence Ventures, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephens Independence Ventures, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephens Independence Ventures, Inc. Retirement Plan reported net income fell from $148K in the plan year 2023 filing to $109K in the plan year 2024 filing.
  • Stephens Independence Ventures, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 844952742 · Stephens Independence Ventures, Inc. PY 2024 · Profit Sharing

Stephens Independence Ventures, Inc. Retirement Plan · $2M · 8 · 27th

  • PART $2M
  • TYPE 8
  • NET 27th
  • BOOK Profit Sharing
  • VS-ST near Delta Technology Corporation Profit Sharing Plan
  • BOY ind #206

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 Management of Enterprises retirement plans → · Plans in Texas →

Stephens Independence Ventures, Inc. Retirement Plan in the asset neighbourhood

Technest Ventures Inc. Retirement PlanTechnest Ventures Inc. Retir…$2MStephens Independence Ventures, Inc. Retirement PlanStephens Independence Ventur…$2MDelta Technology Corporation Profit Sharing PlanDelta Technology Corporation…$2MDriven Ventures, Inc. Retirement PlanDriven Ventures, Inc. Retire…$2MDarryl W Tinges Profit Sharing PlanDarryl W Tinges Profit Shari…$2M
End-of-year total assets ($M) among Stephens Independence Ventures, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Stephens Independence Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stephens Independence Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.530131832022118% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.25M $1.5M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 8 $1M
2024 1 8 $2M

Stephens Independence Ventures, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$109K
Employer EIN844952742
Plan Effective Date2018-03-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stephens Independence Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Stephens Independence Ventures, Inc. Retirement Plan, Total assets ($B): 0.001504615 · Participants: 8Stephens Independence Ventures, Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Stephens Independence Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Stephens Independence Ventures, Inc. Retirement Plan side-by-side with 3 peers →

Stephens Independence Ventures, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Delta Technology Corporation Profit Sharing Plan in WA ($2M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stephens Independence Ventures, Inc. Retirement Plan assets move in 2024? ▼
Stephens Independence Ventures, Inc. Retirement Plan grew at a solid clip - up 7.8% during 2024, from $1M to $2M. Reported net income was $109K.
How have Stephens Independence Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephens Independence Ventures, Inc.'s sponsor-wide assets grew 20.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Stephens Independence Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Delta Technology Corporation Profit Sharing Plan in WA ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Stephens Independence Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844952742.

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.