401(k) · DOL Form 5500 · 2024

Stephens Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
4
Participants Small participant base
70th
Percentile by assets National rank
$4.9M
Avg per participant High balance/head
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Official DOL plan name: North Bay Drywall, Inc. Profit Sharing Plan and Trust · Sponsored by Stephens Properties, Inc. · California · Construction

$20M in assets, 4 participants

Stephens Properties, Inc.'s North Bay Drywall, Inc. Profit Sharing Plan and Trust reported $20M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,215 in Construction (9,039 peers)

What the 2024 filing shows

North Bay Drywall, Inc. Profit Sharing Plan and Trust holds $20M for 4 participants - about $4.9M per participant, above the median plan by assets.

#6,215
in Construction (9,039 peers)
-3.6%
assets change YoY

The plan reported a net loss of $734K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

North Bay Drywall, Inc. Profit Sharing Plan and Trust's outsized position by total assets

North Bay Drywall, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$19,601,046 Top 30% higher than 70% 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

North Bay Drywall, Inc. Profit Sharing Plan and 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. North Bay Drywall, Inc. Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Bay Drywall, Inc. Profit Sharing Plan and Trust reported net income fell from -$201K in the plan year 2023 filing to -$734K in the plan year 2024 filing.
  • North Bay Drywall, Inc. Profit Sharing Plan and Trust end-of-year assets fell from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680223725 · Stephens Properties, Inc. PY 2024 · 401(k)

North Bay Drywall, Inc. Profit Sharing Plan and Trust · $20M · 4 · 70th

  • IND $20M
  • EOY 4
  • 5500 70th
  • ASSETS 401(k)
  • PCT near Ingleside 401(k) Plan
  • EIN ind #6215

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 Construction retirement plans → · Plans in California →

North Bay Drywall, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

North Bay Drywall, Inc. Profit Sharing Plan and TrustNorth Bay Drywall, Inc. Prof…$20MIngleside 401(k) Plan$20MThe Buckeye Ranch 401(k) Plan$20MCapital Properties Services, LLC 401(k) PlanCapital Properties Services,…$20MCobalt Credit Union 401(k) PlanCobalt Credit Union 401(k) P…$20M
End-of-year total assets ($M) among North Bay Drywall, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income-$734K
Employer EIN680223725
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephens Properties, Inc.)

Sponsor-wide plan assets over time

All Stephens Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 4.553457948376013% vs 2022
2024 filing year
$19.5M$20M$20.5M$21M 202220232024 $20.5M $19.6M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 5 $21M
2023 1 4 $20M
2024 1 4 $20M

Nearby 401(k) Plans in California

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

North Bay Drywall, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants North Bay Drywall, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.019601046 · Participants: 4North Bay Drywall, Inc. Profit Sharing Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
North Bay Drywall, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare North Bay Drywall, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

North Bay Drywall, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ingleside 401(k) Plan in MD ($20M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 North Bay Drywall, Inc. Profit Sharing Plan and Trust assets move in 2024? ▼
North Bay Drywall, Inc. Profit Sharing Plan and Trust edged down modestly - down 3.6% during 2024, from $20M to $20M. Reported net income was -$734K.
How have Stephens Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephens Properties, Inc.'s sponsor-wide assets declined 4.6%, from $21M to $20M.
Which 401(k) plans are similar in size to North Bay Drywall, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ingleside 401(k) Plan in MD ($20M, 741 participants).
Which 401(k) plans cover a similar participant headcount to North Bay Drywall, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 680223725.

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.