Other · DOL Form 5500 · 2024
Steinbergs Inc Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $5.6M
- Avg per participant High balance/head
Official DOL plan name: Steinberg's Inc Employees' Pension Plan · Sponsored by Steinbergs Inc · North Carolina · Retail Trade
$6M in assets, 1 participants
Steinbergs Inc's Steinberg's Inc Employees' Pension Plan reported $6M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #4,393 in Retail Trade (8,048 peers)
Steinbergs Inc multi-year trail
Steinbergs Inc's plans moved +30.7% in assets from 2022 to 2024; this filing shows Steinberg's Inc Employees' Pension Plan at $6M / 1 participant.
- #4,393
- in Retail Trade (8,048 peers)
- +19.4%
- assets growth YoY
Steinberg's Inc Employees' Pension Plan's mid-pack asset rank among Retail Trade and all filers
Steinberg's Inc Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,550,642 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Steinberg's Inc Employees' Pension 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. Steinberg's Inc Employees' Pension Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steinberg's Inc Employees' Pension Plan reported net income rose from $402K in the plan year 2023 filing to $901K in the plan year 2024 filing.
- Steinberg's Inc Employees' Pension Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 208846270 · Steinbergs Inc PY 2024 · Other
Steinberg's Inc Employees' Pension Plan · $6M · 1 · 44th
- RANK $6M
- PHOTO 1
- IND 44th
- EOY Other
- 5500 near Portland Community Health Center 403(b) Plan
- ASSETS ind #4393
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 Retail Trade retirement plans → · Plans in North Carolina →
Steinberg's Inc Employees' Pension Plan in the asset neighbourhood
Steinbergs Inc multi-year asset trail
Sponsor-wide plan assets over time
All Steinbergs Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 30.673843558418696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $4M |
| 2023 | 1 | 1 | $5M |
| 2024 | 1 | 1 | $6M |
Steinbergs Inc filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $901K |
| Employer EIN | 208846270 |
| Plan Effective Date | 2007-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Steinberg's Inc Employees' Pension Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Portland Community Health Center 403(b) Plan in ME ($6M); by covered participants it is Mishas Holdings 401(k) in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mishas Holdings 401(k) (FL) 1 · 0 off
- Gramly & Associates Inc Retirement Plan (WI) 1 · 0 off
- Shebesta Group Savings Plan (OH) 1 · 0 off
- Van Herweg Electric Money Purchase Plan (MI) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.