401(k) · DOL Form 5500 · 2024
Stevens Ford Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $22,038
- Avg per participant Low balance/head
Official DOL plan name: Stevens Ford Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Stevens Ford Inc. · Connecticut · Retail Trade
$2M in assets, 74 participants
Stevens Ford Inc.'s Stevens Ford Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 74 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.
- #3,229 in Retail Trade (8,048 peers)
Stevens Ford Inc. multi-year trail
Stevens Ford Inc.'s plans moved -11.8% in assets from 2022 to 2024; this filing shows Stevens Ford Inc 401(k) Profit Sharing Plan & Trust at $2M / 74 participants.
- #3,229
- in Retail Trade (8,048 peers)
- -16.4%
- assets change YoY
The plan reported a net loss of $319K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stevens Ford Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Stevens Ford Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,630,796 27th percentile higher than 27% 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
Stevens Ford Inc 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. Stevens Ford Inc 401(k) Profit Sharing Plan & Trust is a small filing (74 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stevens Ford Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $101K in the plan year 2023 filing to -$319K in the plan year 2024 filing.
- Stevens Ford Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 58 in the plan year 2023 filing to 74 in the plan year 2024 filing.
- Stevens Ford Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 060645766 · Stevens Ford Inc. PY 2024 · 401(k)
Stevens Ford Inc 401(k) Profit Sharing Plan & Trust · $2M · 74 · 27th
- 5500 $2M
- ASSETS 74
- PCT 27th
- EIN 401(k)
- RANK near 4cy Inc. 401(k) Plan
- PHOTO ind #3229
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 Connecticut →
Stevens Ford Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Stevens Ford Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Stevens Ford Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 11.805244215382203% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 60 | $2M |
| 2023 | 1 | 58 | $2M |
| 2024 | 1 | 74 | $2M |
Stevens Ford Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$319K |
| Employer EIN | 060645766 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Stevens Ford Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is 4cy Inc. 401(k) Plan in CO ($2M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (74 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.