401(k) · DOL Form 5500 · 2024

Stevens Capital Management LP 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
61
Participants Small participant base
91st
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Stevens Capital Management LP 401(k) Plan · Sponsored by Stevens Capital Management LP · Pennsylvania · Finance & Insurance

$107M in assets, 61 participants

Stevens Capital Management LP's Stevens Capital Management LP 401(k) Plan reported $107M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,336 in Finance & Insurance (8,549 peers)

Where Stevens Capital Management LP 401(k) Plan sits by assets

Stevens Capital Management LP 401(k) Plan sits in the top 10% of all filed plans by assets, $107M for 61 participants (~$1.8M/participant), up 22.3% in 2024.

#7,336
in Finance & Insurance (8,549 peers)
+22.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Stevens Capital Management LP 401(k) Plan's outsized position by total assets

Stevens Capital Management LP 401(k) Plan vs every filed plan by assets

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

$107,491,889 Top 9% higher than 91% 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

Stevens Capital Management LP 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. Stevens Capital Management LP 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stevens Capital Management LP 401(k) Plan end-of-year assets rose from $88M in the plan year 2023 filing to $107M in the plan year 2024 filing.
  • Stevens Capital Management LP 401(k) Plan reported net income rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Stevens Capital Management LP 401(k) Plan reported participants rose from 58 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 980377305 · Stevens Capital Management LP PY 2024 · 401(k)

Stevens Capital Management LP 401(k) Plan · $107M · 61 · 91st

  • PHOTO $107M
  • IND 61
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Lakeland Bancorp, Inc. Salary Savings 401(k) Plan and Trust
  • PCT ind #7336

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 Pennsylvania →

Stevens Capital Management LP 401(k) Plan in the asset neighbourhood

Ziegler 401(k) Retirement PlanZiegler 401(k) Retirement Pl…$108MLakeland Bancorp, Inc. Salary Savings 401(k) Plan and TrustLakeland Bancorp, Inc. Salar…$108MStevens Capital Management LP 401(k) PlanStevens Capital Management L…$107MMetalsa-UAW Retirement and Savings PlanMetalsa-UAW Retirement and S…$107MBass Thrift / 401(k) Plan and TrustBass Thrift / 401(k) Plan an…$107M
End-of-year total assets ($M) among Stevens Capital Management LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$107M
Net Income$20M
Employer EIN980377305
Plan Effective Date2003-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens Capital Management LP)

Sponsor-wide plan assets over time

All Stevens Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$107M 54.37226738673814% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $69.6M $107M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 56 $70M
2023 1 58 $88M
2024 1 61 $107M

Nearby 401(k) Plans in Pennsylvania

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

Stevens Capital Management LP 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Stevens Capital Management LP 401(k) Plan, Total assets ($B): 0.107491889 · Participants: 61Stevens Capital Management LP 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Stevens Capital Management LP 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stevens Capital Management LP 401(k) Plan side-by-side with 3 peers →

Stevens Capital Management LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lakeland Bancorp, Inc. Salary Savings 401(k) Plan and Trust in NJ ($108M); by covered participants it is Rockset 401(k) Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Stevens Capital Management LP 401(k) Plan assets move in 2024? ▼
Stevens Capital Management LP 401(k) Plan grew sharply - up 22.3% during 2024, from $88M to $107M. Reported net income was $20M.
How have Stevens Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Capital Management LP's sponsor-wide assets grew 54.4%, from $70M to $107M.
Where does Stevens Capital Management LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Stevens Capital Management LP 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stevens Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lakeland Bancorp, Inc. Salary Savings 401(k) Plan and Trust in NJ ($108M, 842 participants).
Which 401(k) plans cover a similar participant headcount to Stevens Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockset 401(k) Plan in CA (61 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 980377305.

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.