Profit Sharing · DOL Form 5500 · 2024

Stephens & Company Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
24th
Percentile by assets National rank
$118,257
Avg per participant Near avg balance/head
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Official DOL plan name: Stephens & Company Profit Sharing Plan · Sponsored by Stephens & Company · California · Real Estate

$1M in assets, 10 participants

Stephens & Company's Stephens & Company Profit Sharing Plan reported $1M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,922 in Real Estate (4,605 peers)

Stephens & Company multi-year trail

Stephens & Company's plans moved +57.5% in assets from 2022 to 2024; this filing shows Stephens & Company Profit Sharing Plan at $1M / 10 participants.

#1,922
in Real Estate (4,605 peers)
+30.3%
assets growth YoY

Stephens & Company Profit Sharing Plan among the smaller filed plans by assets

Stephens & Company Profit Sharing Plan vs every filed plan by assets

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

$1,182,571 24th percentile higher than 24% 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 & Company Profit Sharing 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 & Company Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephens & Company Profit Sharing Plan reported net income rose from $157K in the plan year 2023 filing to $275K in the plan year 2024 filing.
  • Stephens & Company Profit Sharing Plan end-of-year assets rose from $908K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Stephens & Company Profit Sharing Plan reported participants rose from 9 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942409711 · Stephens & Company PY 2024 · Profit Sharing

Stephens & Company Profit Sharing Plan · $1M · 10 · 24th

  • IND $1M
  • IND 10
  • IND 24th
  • IND Profit Sharing
  • IND near Club Conley Inc. Retirement Plan
  • IND ind #1922

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 Real Estate retirement plans → · Plans in California →

Stephens & Company Profit Sharing Plan in the asset neighbourhood

Stephens & Company Profit Sharing PlanStephens & Company Profit Sh…$1MClub Conley Inc. Retirement PlanClub Conley Inc. Retirement …$1MNextgen Technology Services Inc. Retirement PlanNextgen Technology Services …$1MLikvideco, Inc. Retirement PlanLikvideco, Inc. Retirement P…$1MChoo Y Rhee Md Inc Profit Sharing Plan and TrustChoo Y Rhee Md Inc Profit Sh…$1M
End-of-year total assets ($M) among Stephens & Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Stephens & Company multi-year asset trail

Sponsor-wide plan assets over time

All Stephens & Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 57.51819508972337% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.75M $1.18M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 10 $751K
2023 1 9 $908K
2024 1 10 $1M

Stephens & Company filing trail (2024)

Total Assets (Beginning of Year)$908K
Net Assets (End of Year)$1M
Net Income$275K
Employer EIN942409711
Plan Effective Date1977-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Stephens & Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Stephens & Company Profit Sharing Plan, Total assets ($B): 0.001182571 · Participants: 10Stephens & Company Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Stephens & Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stephens & Company Profit Sharing Plan side-by-side with 3 peers →

Stephens & Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Club Conley Inc. Retirement Plan in GA ($1M); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 & Company Profit Sharing Plan assets move in 2024? ▼
Stephens & Company Profit Sharing Plan surged - up 30.3% during 2024, from $908K to $1M. Reported net income was $275K.
How have Stephens & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephens & Company's sponsor-wide assets grew 57.5%, from $751K to $1M.
Where does Stephens & Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stephens & Company Profit Sharing Plan ranks in the 24th 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 Profit Sharing plans are similar in size to Stephens & Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Club Conley Inc. Retirement Plan in GA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Stephens & Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ts Cafe Incorporated Retirement Plan in PA (10 participants, $2M 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 942409711.

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.