401(k) · DOL Form 5500 · 2024

Stephen Lee Olson 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$385,456
Avg per participant High balance/head
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Official DOL plan name: Stephen Lee Olson 401(k) Profit Sharing Plan & Trust · Sponsored by Stephen Lee Olson · California · Professional & Technical Services

$2M in assets, 4 participants

Stephen Lee Olson's Stephen Lee Olson 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,477 in Professional & Technical Services (20,173 peers)

Stephen Lee Olson multi-year trail

Stephen Lee Olson's plans moved +170.5% in assets from 2022 to 2024; this filing shows Stephen Lee Olson 401(k) Profit Sharing Plan & Trust at $2M / 4 participants.

#4,477
in Professional & Technical Services (20,173 peers)
+72.1%
assets growth YoY

Stephen Lee Olson 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Stephen Lee Olson 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,541,825 27th percentile higher than 27% 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

Stephen Lee Olson 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen Lee Olson 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephen Lee Olson 401(k) Profit Sharing Plan & Trust reported participants rose from 2 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Stephen Lee Olson 401(k) Profit Sharing Plan & Trust reported net income rose from $326K in the plan year 2023 filing to $646K in the plan year 2024 filing.
  • Stephen Lee Olson 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $896K in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 263106157 · Stephen Lee Olson PY 2024 · 401(k)

Stephen Lee Olson 401(k) Profit Sharing Plan & Trust · $2M · 4 · 27th

  • EBSA $2M
  • PART 4
  • TYPE 27th
  • NET 401(k)
  • BOOK near Reeder Capital Partners, LLC. 401(k) Profit Sharing Plan
  • VS-ST ind #4477

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 Professional & Technical Services retirement plans → · Plans in California →

Stephen Lee Olson 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Stephen Lee Olson 401(k) Profit Sharing Plan & TrustStephen Lee Olson 401(k) Pro…$2MReeder Capital Partners, LLC. 401(k) Profit Sharing PlanReeder Capital Partners, LLC…$2MCustom Tool and Die Co. Retirement 401(k) PlanCustom Tool and Die Co. Reti…$2MCollins-Maury, Inc. 401(k) PlanCollins-Maury, Inc. 401(k) P…$2MExothermics Inc 401(k) Profit Sharing Plan & TrustExothermics Inc 401(k) Profi…$2M
End-of-year total assets ($M) among Stephen Lee Olson 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stephen Lee Olson multi-year asset trail

Sponsor-wide plan assets over time

All Stephen Lee Olson plans reported in each filing year

Latest sponsor-wide plan assets
$2M 170.5278875374606% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.57M $1.54M ▲ +170.2%
Year Plans Participants Total Assets
2022 1 2 $570K
2023 1 2 $896K
2024 1 4 $2M

Stephen Lee Olson filing trail (2024)

Total Assets (Beginning of Year)$896K
Net Assets (End of Year)$2M
Net Income$646K
Employer EIN263106157
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Stephen Lee Olson 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stephen Lee Olson 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001541825 · Participants: 4Stephen Lee Olson 401(k) Profit Sharing Plan & TrustGoogle 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
Stephen Lee Olson 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Stephen Lee Olson 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Stephen Lee Olson 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Reeder Capital Partners, LLC. 401(k) Profit Sharing Plan in TX ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Stephen Lee Olson 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Stephen Lee Olson 401(k) Profit Sharing Plan & Trust surged - up 72.1% during 2024, from $896K to $2M. Reported net income was $646K.
How have Stephen Lee Olson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen Lee Olson's sponsor-wide assets grew 170.5%, from $570K to $2M.
Which 401(k) plans are similar in size to Stephen Lee Olson 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Reeder Capital Partners, LLC. 401(k) Profit Sharing Plan in TX ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Stephen Lee Olson 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 263106157.

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.