401(k) · DOL Form 5500 · 2024

Stein Brothers Inc 401(k) Plan

Data updated 2026-08-25

$258K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$129,107
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stein Brothers 401(k) Trust · Sponsored by Stein Brothers Inc · Michigan · Real Estate

$258K in assets, 2 participants

Stein Brothers Inc's Stein Brothers 401(k) Trust reported $258K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #904 in Real Estate (4,605 peers)

What the 2024 filing shows

Stein Brothers 401(k) Trust holds $258K for 2 participants - about $129,107 per participant, among the smaller plans by assets on file.

#904
in Real Estate (4,605 peers)
-5.8%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stein Brothers 401(k) Trust among the smaller filed plans by assets

Stein Brothers 401(k) Trust vs every filed plan by assets

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

$258,214 12th percentile higher than 12% 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

Stein Brothers 401(k) 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. Stein Brothers 401(k) Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stein Brothers 401(k) Trust reported net income fell from -$363 in the plan year 2023 filing to -$16K in the plan year 2024 filing.
  • Stein Brothers 401(k) Trust end-of-year assets fell from $274K in the plan year 2023 filing to $258K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 473464647 · Stein Brothers Inc PY 2024 · 401(k)

Stein Brothers 401(k) Trust · $258K · 2 · 12th

  • SCH $258K
  • SCH 2
  • SCH 12th
  • SCH 401(k)
  • SCH near Portals Entertainment Group 401(k) Plan
  • SCH ind #904

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 Real Estate retirement plans → · Plans in Michigan →

Stein Brothers 401(k) Trust in the asset neighbourhood

Stein Brothers 401(k) Trust$258KPortals Entertainment Group 401(k) PlanPortals Entertainment Group …$258KCdkt Enterprises Retirement PlanCdkt Enterprises Retirement …$258KA.R.W.a.L.S, Inc. 401(k) Profit Sharing PlanA.R.W.a.L.S, Inc. 401(k) Pro…$258KEnkin Family Dental, PLLC 401(k) Profit Sharing PlanEnkin Family Dental, PLLC 40…$258K
End-of-year total assets ($M) among Stein Brothers 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$274K
Net Assets (End of Year)$258K
Net Income-$16K
Employer EIN473464647
Plan Effective Date2015-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Stein Brothers Inc)

Sponsor-wide plan assets over time

All Stein Brothers Inc plans reported in each filing year

Latest sponsor-wide plan assets
$258K 5.887369836751504% vs 2022
2024 filing year
$0.26M$0.26M$0.27M$0.27M$0.28M 202220232024 $0.27M $0.26M ▼ -3.7%
Year Plans Participants Total Assets
2022 1 2 $274K
2023 1 2 $274K
2024 1 2 $258K

Nearby 401(k) Plans in Michigan

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

Stein Brothers 401(k) Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Stein Brothers 401(k) Trust, Total assets ($B): 0.000258214 · Participants: 2Stein Brothers 401(k) TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Stein Brothers 401(k) Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Stein Brothers 401(k) Trust side-by-side with 3 peers →

Stein Brothers 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Portals Entertainment Group 401(k) Plan in CA ($258K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Stein Brothers 401(k) Trust assets move in 2024? ▼
Stein Brothers 401(k) Trust pulled back noticeably - down 5.8% during 2024, from $274K to $258K. Reported net income was -$16K.
How have Stein Brothers Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stein Brothers Inc's sponsor-wide assets declined 5.9%, from $274K to $258K.
Where does Stein Brothers 401(k) Trust rank by assets among Form 5500 filers? ▼
Stein Brothers 401(k) Trust ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Stein Brothers 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Portals Entertainment Group 401(k) Plan in CA ($258K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Stein Brothers 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 473464647.

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.