401(k) · DOL Form 5500 · 2024
Stephens Advertising LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $104,443
- Avg per participant Below avg balance/head
Official DOL plan name: Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Stephens Advertising LLC · Ohio · Professional & Technical Services
$4M in assets, 39 participants
Stephens Advertising LLC's Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #7,191 in Professional & Technical Services (20,173 peers)
2024 asset change
Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust declined sharply 22.5% in 2024 ($5M → $4M) for 39 participants.
- #7,191
- in Professional & Technical Services (20,173 peers)
- -22.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,073,283 38th percentile higher than 38% 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
Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 35 in the plan year 2023 filing to 39 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 472601924 · Stephens Advertising LLC PY 2024 · 401(k)
Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust · $4M · 39 · 38th
- EBSA $4M
- EBSA 39
- EBSA 38th
- EBSA 401(k)
- EBSA near Dr. Quinn Ear, Nose & Throat Profit Sharing Plan
- EBSA ind #7191
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 Ohio →
Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Stephens Advertising LLC years around the 2024 move
Sponsor-wide plan assets over time
All Stephens Advertising LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 3.5806984561623185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $4M |
| 2023 | 1 | 35 | $5M |
| 2024 | 1 | 39 | $4M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 472601924 |
| Plan Effective Date | 2007-12-18 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Stephens Advertising LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Dr. Quinn Ear, Nose & Throat Profit Sharing Plan in NC ($4M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan (WI) 39 · 0 off
- Kwiat, Inc. Retirement Plan (NY) 39 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.