401(k) · DOL Form 5500 · 2022

The Stephenson Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$113K
Total assets Small plan by assets
1
Participants Small participant base
7th
Percentile by assets National rank
$113,002
Avg per participant Below avg balance/head
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Official DOL plan name: The Stephenson Agency, Inc. 401(k) Plan · Sponsored by The Stephenson Agency, Inc. · Georgia · Finance & Insurance

$113K in assets, 1 participants

The Stephenson Agency, Inc.'s The Stephenson Agency, Inc. 401(k) Plan reported $113K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #382 in Finance & Insurance (9,261 peers)

The Stephenson Agency, Inc. multi-year trail

The Stephenson Agency, Inc.'s plans moved -40.7% in assets from 2022 to 2024; this filing shows The Stephenson Agency, Inc. 401(k) Plan at $113K / 1 participant.

#382
in Finance & Insurance (9,261 peers)
+112.1%
assets growth YoY

The Stephenson Agency, Inc. 401(k) Plan among the smaller filed plans by assets

The Stephenson Agency, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$113,002 7th percentile higher than 7% of 139,123 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 2022

The Stephenson Agency, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Stephenson Agency, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 871159326 · The Stephenson Agency, Inc. PY 2022 · 401(k)

The Stephenson Agency, Inc. 401(k) Plan · $113K · 1 · 7th

  • PCT $113K
  • PCT 1
  • PCT 7th
  • PCT 401(k)
  • PCT near Lowcountry Local Media, Inc. 401(k) Profit Sharing Plan Fbo Kevin Aylmer
  • PCT ind #382

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 Finance & Insurance retirement plans → · Plans in Georgia →

The Stephenson Agency, Inc. 401(k) Plan in the asset neighbourhood

The Stephenson Agency, Inc. 401(k) PlanThe Stephenson Agency, Inc. …$113KLowcountry Local Media, Inc. 401(k) Profit Sharing Plan Fbo Kevin AylmerLowcountry Local Media, Inc.…$113KMaslife Retirement Plan$113KBiscardi Vision P C 401(k) Profit Sharing Plan & TrustBiscardi Vision P C 401(k) P…$113KLdr Beach Corp. 401(k) Profit Sharing PlanLdr Beach Corp. 401(k) Profi…$113K
End-of-year total assets ($M) among The Stephenson Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Stephenson Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Stephenson Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67K 40.66830675563264% vs 2022
2024 filing year
$0.06M$0.08M$0.1M$0.12M 202220232024 $0.11M $0.07M ▼ -36.4%
Year Plans Participants Total Assets
2022 1 1 $113K
2023 1 2 $68K
2024 1 5 $67K

The Stephenson Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$53K
Net Assets (End of Year)$113K
Net Income$60K
Employer EIN871159326
Plan Effective Date2021-06-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

The Stephenson Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants The Stephenson Agency, Inc. 401(k) Plan, Total assets ($B): 0.000113002 · Participants: 1The Stephenson Agency, Inc. 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
The Stephenson Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare The Stephenson Agency, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Lowcountry Local Media, Inc. 401(k) Profit Sharing Plan Fbo Kevin Aylmer in SC ($113K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Stephenson Agency, Inc. 401(k) Plan assets move in 2022? ▼
The Stephenson Agency, Inc. 401(k) Plan surged - up 112.1% during 2022, from $53K to $113K. Reported net income was $60K.
How have The Stephenson Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Stephenson Agency, Inc.'s sponsor-wide assets declined 40.7%, from $113K to $67K.
Where does The Stephenson Agency, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Stephenson Agency, Inc. 401(k) Plan ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Stephenson Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lowcountry Local Media, Inc. 401(k) Profit Sharing Plan Fbo Kevin Aylmer in SC ($113K, 1 participant).
Which 401(k) plans cover a similar participant headcount to The Stephenson Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 871159326.

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.