401(k) · DOL Form 5500 · 2024

Steven Enterprises, Inc 401(k) Plan

Data updated 2026-08-25

$832K
Total assets Small plan by assets
25
Participants Small participant base
22nd
Percentile by assets National rank
$33,276
Avg per participant Low balance/head
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Official DOL plan name: Steven Enterprises, Inc. 401(k) Plan · Sponsored by Steven Enterprises, Inc · California · Manufacturing

$832K in assets, 25 participants

Steven Enterprises, Inc's Steven Enterprises, Inc. 401(k) Plan reported $832K in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,557 in Manufacturing (17,777 peers)

Steven Enterprises, Inc multi-year trail

Steven Enterprises, Inc's plans moved +17.0% in assets from 2022 to 2024; this filing shows Steven Enterprises, Inc. 401(k) Plan at $832K / 25 participants.

#1,557
in Manufacturing (17,777 peers)
-7.7%
assets change YoY

The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$831,895 22nd percentile higher than 22% 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

Steven Enterprises, 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. Steven Enterprises, Inc. 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steven Enterprises, Inc. 401(k) Plan reported net income fell from $190K in the plan year 2023 filing to -$69K in the plan year 2024 filing.
  • Steven Enterprises, Inc. 401(k) Plan reported participants fell from 29 in the plan year 2023 filing to 25 in the plan year 2024 filing.
  • Steven Enterprises, Inc. 401(k) Plan end-of-year assets fell from $901K in the plan year 2023 filing to $832K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330690071 · Steven Enterprises, Inc PY 2024 · 401(k)

Steven Enterprises, Inc. 401(k) Plan · $832K · 25 · 22nd

  • 5500 $832K
  • ASSETS 25
  • PCT 22nd
  • EIN 401(k)
  • RANK near Final Clean, LLC 401(k) Profit Sharing Plan
  • PHOTO ind #1557

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 Manufacturing retirement plans → · Plans in California →

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

Steven Enterprises, Inc. 401(k) PlanSteven Enterprises, Inc. 401…$832KFinal Clean, LLC 401(k) Profit Sharing PlanFinal Clean, LLC 401(k) Prof…$832KMcadams Group LLC 401(k) Profit Sharing Plan & TrustMcadams Group LLC 401(k) Pro…$832KJaw Consulting 401(k)$832KPower Health Chiropractic Profit Sharing Plan andPower Health Chiropractic Pr…$832K
End-of-year total assets ($M) among Steven Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Steven Enterprises, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Steven Enterprises, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$832K 17.033803403412417% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.71M $0.83M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 29 $711K
2023 1 29 $901K
2024 1 25 $832K

Steven Enterprises, Inc filing trail (2024)

Total Assets (Beginning of Year)$901K
Net Assets (End of Year)$832K
Net Income-$69K
Employer EIN330690071
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Steven Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Steven Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.000831895 · Participants: 25Steven Enterprises, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Steven Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Steven Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Final Clean, LLC 401(k) Profit Sharing Plan in MO ($832K); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Steven Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
Steven Enterprises, Inc. 401(k) Plan pulled back noticeably - down 7.7% during 2024, from $901K to $832K. Reported net income was -$69K.
How have Steven Enterprises, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven Enterprises, Inc's sponsor-wide assets grew 17.0%, from $711K to $832K.
Where does Steven Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Steven Enterprises, Inc. 401(k) Plan ranks in the 22nd 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 Steven Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Final Clean, LLC 401(k) Profit Sharing Plan in MO ($832K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Steven Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 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 330690071.

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.