Profit Sharing · DOL Form 5500 · 2023

Stokes and Bean Unlimited, Inc. Profit Sharing Plan

Data updated 2026-08-25

$27K
Total assets Small plan by assets
5
Participants Small participant base
2nd
Percentile by assets National rank
$5,352
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stokes and Bean Unlimited Inc Retirement Plan · Sponsored by Stokes and Bean Unlimited, Inc. · North Carolina · Food Services & Accommodation

$27K in assets, 5 participants

Stokes and Bean Unlimited, Inc.'s Stokes and Bean Unlimited Inc Retirement Plan reported $27K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #209 in Food Services & Accommodation (3,828 peers)

What the 2023 filing shows

Stokes and Bean Unlimited Inc Retirement Plan holds $27K for 5 participants - about $5,352 per participant, among the smaller plans by assets on file.

#209
in Food Services & Accommodation (3,828 peers)
-1.8%
assets change YoY

The plan reported a net loss of $490 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stokes and Bean Unlimited Inc Retirement Plan among the smaller filed plans by assets

Stokes and Bean Unlimited Inc Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26,759 2nd percentile higher than 2% of 127,068 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 2023

Stokes and Bean Unlimited Inc Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stokes and Bean Unlimited Inc Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stokes and Bean Unlimited Inc Retirement Plan reported net income fell from $5K in the plan year 2022 filing to -$490 in the plan year 2023 filing.
  • Stokes and Bean Unlimited Inc Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Stokes and Bean Unlimited Inc Retirement Plan end-of-year assets fell from $27K in the plan year 2022 filing to $27K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 813912415 · Stokes and Bean Unlimited, Inc. PY 2023 · Profit Sharing

Stokes and Bean Unlimited Inc Retirement Plan · $27K · 5 · 2nd

  • 5500 $27K
  • ASSETS 5
  • PCT 2nd
  • EIN Profit Sharing
  • RANK near Professional Ophthalmology Group LLC Profit Sharing Retirement Plan
  • PHOTO ind #209

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Stokes and Bean Unlimited Inc Retirement Plan in the asset neighbourhood

Stokes and Bean Unlimited Inc Retirement PlanStokes and Bean Unlimited In…$27KProfessional Ophthalmology Group LLC Profit Sharing Retirement PlanProfessional Ophthalmology G…$27KScbl Partners, Inc. Retirement PlanScbl Partners, Inc. Retireme…$27KAll-in-One Inspection Services Inc. Retirement PlanAll-in-One Inspection Servic…$27KSomax Consulting Inc. Retirement PlanSomax Consulting Inc. Retire…$27K
End-of-year total assets ($M) among Stokes and Bean Unlimited Inc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$27K
Net Assets (End of Year)$27K
Net Income-$490
Employer EIN813912415
Plan Effective Date2016-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Stokes and Bean Unlimited, Inc.)

Sponsor-wide plan assets over time

All Stokes and Bean Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27K 1.7982311277478074% vs 2022
2023 filing year
$0.03M 20222023 $0.03M $0.03M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 3 $27K
2023 1 5 $27K

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stokes and Bean Unlimited Inc Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Stokes and Bean Unlimited Inc Retirement Plan, Total assets ($B): 0.000026759 · Participants: 5Stokes and Bean Unlimited Inc Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Stokes and Bean Unlimited Inc Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Stokes and Bean Unlimited Inc Retirement Plan side-by-side with 3 peers →

Stokes and Bean Unlimited Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Professional Ophthalmology Group LLC Profit Sharing Retirement Plan in PR ($27K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stokes and Bean Unlimited Inc Retirement Plan assets move in 2023? ▼
Stokes and Bean Unlimited Inc Retirement Plan edged down modestly - down 1.8% during 2023, from $27K to $27K. Reported net income was -$490.
How have Stokes and Bean Unlimited, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stokes and Bean Unlimited, Inc.'s sponsor-wide assets declined 1.8%, from $27K to $27K.
Where does Stokes and Bean Unlimited Inc Retirement Plan rank by assets among Form 5500 filers? ▼
Stokes and Bean Unlimited Inc Retirement Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Stokes and Bean Unlimited Inc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Professional Ophthalmology Group LLC Profit Sharing Retirement Plan in PR ($27K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Stokes and Bean Unlimited Inc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 813912415.

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.