401(k) · DOL Form 5500 · 2024

Stevedonna, Inc. 401(k) Plan

Data updated 2026-08-25

$189K
Total assets Small plan by assets
42
Participants Small participant base
10th
Percentile by assets National rank
$4,491
Avg per participant Low balance/head
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Official DOL plan name: Stevedonna, Inc. 401(k) Plan · Sponsored by Stevedonna, Inc. · Tennessee · Healthcare & Social Assistance

$189K in assets, 42 participants

Stevedonna, Inc.'s Stevedonna, Inc. 401(k) Plan reported $189K in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,177 in Healthcare & Social Assistance (16,916 peers)

Stevedonna, Inc. multi-year trail

Stevedonna, Inc.'s plans moved +50.6% in assets from 2022 to 2024; this filing shows Stevedonna, Inc. 401(k) Plan at $189K / 42 participants.

#1,177
in Healthcare & Social Assistance (16,916 peers)
+26.6%
assets growth YoY

Stevedonna, Inc. 401(k) Plan among the smaller filed plans by assets

Stevedonna, Inc. 401(k) Plan vs every filed plan by assets

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

$188,609 10th percentile higher than 10% 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

Stevedonna, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stevedonna, Inc. 401(k) Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stevedonna, Inc. 401(k) Plan reported participants rose from 13 in the plan year 2023 filing to 42 in the plan year 2024 filing.
  • Stevedonna, Inc. 401(k) Plan reported net income rose from $24K in the plan year 2023 filing to $40K in the plan year 2024 filing.
  • Stevedonna, Inc. 401(k) Plan end-of-year assets rose from $149K in the plan year 2023 filing to $189K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 453727826 · Stevedonna, Inc. PY 2024 · 401(k)

Stevedonna, Inc. 401(k) Plan · $189K · 42 · 10th

  • RANK $189K
  • PHOTO 42
  • IND 10th
  • EOY 401(k)
  • 5500 near Montgomery Self Storage 401(k) Profit Sharing Plan
  • ASSETS ind #1177

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Stevedonna, Inc. 401(k) Plan in the asset neighbourhood

Stevedonna, Inc. 401(k) Plan$189KMontgomery Self Storage 401(k) Profit Sharing PlanMontgomery Self Storage 401(…$189KKck9s, Inc. 401(k) Profit Sharing PlanKck9s, Inc. 401(k) Profit Sh…$189KWide Open Ventures 401(k) TrustWide Open Ventures 401(k) Tr…$189KStorage Pro, Inc. 401(k) Plan$189K
End-of-year total assets ($M) among Stevedonna, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stevedonna, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stevedonna, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$189K 50.6461661341853% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.13M $0.19M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 13 $125K
2023 1 13 $149K
2024 1 42 $189K

Stevedonna, Inc. filing trail (2024)

Total Assets (Beginning of Year)$149K
Net Assets (End of Year)$189K
Net Income$40K
Employer EIN453727826
Plan Effective Date2011-10-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Stevedonna, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Stevedonna, Inc. 401(k) Plan, Total assets ($B): 0.000188609 · Participants: 42Stevedonna, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Stevedonna, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Stevedonna, Inc. 401(k) Plan side-by-side with 3 peers →

Stevedonna, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Montgomery Self Storage 401(k) Profit Sharing Plan in NY ($189K); by covered participants it is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($189K here).

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Stevedonna, Inc. 401(k) Plan assets move in 2024? ▼
Stevedonna, Inc. 401(k) Plan grew sharply - up 26.6% during 2024, from $149K to $189K. Reported net income was $40K.
How have Stevedonna, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevedonna, Inc.'s sponsor-wide assets grew 50.6%, from $125K to $189K.
Where does Stevedonna, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Stevedonna, Inc. 401(k) Plan ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Stevedonna, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Montgomery Self Storage 401(k) Profit Sharing Plan in NY ($189K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Stevedonna, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 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 453727826.

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.