401(k) · DOL Form 5500 · 2024
Steves & Sons Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 1,440
- Participants Near avg headcount
- 63rd
- Percentile by assets National rank
- $9,725
- Avg per participant Low balance/head
Official DOL plan name: Steves & Sons Employees 401(k) Profit Sharing Plan · Sponsored by Steves & Sons Inc. · Texas · Manufacturing
$14M in assets, 1,440 participants
Steves & Sons Inc.'s Steves & Sons Employees 401(k) Profit Sharing Plan reported $14M in total assets and 1,440 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #8,986 in Manufacturing (17,777 peers)
Coverage in Texas
Steves & Sons Employees 401(k) Profit Sharing Plan covers 1,440 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $14M.
- #8,986
- in Manufacturing (17,777 peers)
- +30.8%
- assets growth YoY
Steves & Sons Employees 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
Steves & Sons Employees 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,004,448 Top 37% higher than 63% 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
Steves & Sons Employees 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steves & Sons Employees 401(k) Profit Sharing Plan lands in the large band (1,440 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steves & Sons Employees 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Steves & Sons Employees 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Steves & Sons Employees 401(k) Profit Sharing Plan reported participants rose from 1,332 in the plan year 2023 filing to 1,440 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 741320441 · Steves & Sons Inc. PY 2024 · 401(k)
Steves & Sons Employees 401(k) Profit Sharing Plan · $14M · 1,440 · 63rd
- VS-ST $14M
- VS-ST 1,440
- VS-ST 63rd
- VS-ST 401(k)
- VS-ST near Sherpa 6, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #8986
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 Manufacturing retirement plans → · Plans in Texas →
Steves & Sons Employees 401(k) Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 741320441 |
| Plan Effective Date | 1998-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Steves & Sons Inc.)
Sponsor-wide plan assets over time
All Steves & Sons Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 76.28660939339407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,298 | $8M |
| 2023 | 1 | 1,332 | $11M |
| 2024 | 1 | 1,440 | $14M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Steves & Sons Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Sherpa 6, Inc. 401(k) Profit Sharing Plan in CO ($14M); by covered participants it is Unitedhealth Group Ventures 401(k) Retirement Plan in MN (1,440 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Sherpa 6, Inc. 401(k) Profit Sharing Plan (CO) $14M · 159
- Deque Systems Inc. 401(k) Profit Sharing Plan and Trust (VA) $14M · 184
- Onedigital Pooled Employer Plan (FL) $14M · 1,354
- Stanley Pearlman Enterprises 401(k) Plan (MD) $14M · 169
Similar participant headcount
Nearest other-state filings by covered participants (1,440 participants); asset peers above are excluded.
- Unitedhealth Group Ventures 401(k) Retirement Plan (MN) 1,440 · 0 off
- Pcb Piezotronics and Affiliated Companies Retirement Savings Plan (NY) 1,440 · 0 off
- Asahi Kasei 401(k) Retirement Plan (MI) 1,440 · 0 off
- Tuff Shed, Inc. Employee 401(k) Plan (CO) 1,440 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.