401(k) · DOL Form 5500 · 2024

Stephens and Smith Construction 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
245
Participants Below avg headcount
62nd
Percentile by assets National rank
$53,523
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stephens and Smith Construction 401(k) Plan · Sponsored by Stephens and Smith Construction · Nebraska · Construction

$13M in assets, 245 participants

Stephens and Smith Construction's Stephens and Smith Construction 401(k) Plan reported $13M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,428 in Construction (9,039 peers)

Coverage in Nebraska

Stephens and Smith Construction 401(k) Plan covers 245 participants in Nebraska, about 44% of the average Nebraska filer (state average ~552 per filing). Assets: $13M.

#5,428
in Construction (9,039 peers)
+16.1%
assets growth YoY

Stephens and Smith Construction 401(k) Plan's mid-pack asset rank among Construction and all filers

Stephens and Smith Construction 401(k) Plan vs every filed plan by assets

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

$13,113,087 Top 38% higher than 62% 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

Stephens and Smith Construction 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephens and Smith Construction 401(k) Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephens and Smith Construction 401(k) Plan reported participants rose from 202 in the plan year 2023 filing to 245 in the plan year 2024 filing.
  • Stephens and Smith Construction 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Stephens and Smith Construction 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 470558429 · Stephens and Smith Construction PY 2024 · 401(k)

Stephens and Smith Construction 401(k) Plan · $13M · 245 · 62nd

  • SCH $13M
  • SCH 245
  • SCH 62nd
  • SCH 401(k)
  • SCH near Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan
  • SCH ind #5428

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 Nebraska →

Stephens and Smith Construction 401(k) Plan in the asset neighbourhood

Stephens and Smith Construction 401(k) PlanStephens and Smith Construct…$13MStern, Kory, Sreden & Morgan 401(k) Profit Sharing PlanStern, Kory, Sreden & Morgan…$13MCanva US, Inc. 401(k) Plan$13MMccandless Truck Center, Inc Thrift 401(k) PlanMccandless Truck Center, Inc…$13MCenterstate Corporation for Economic Opportunity 401(k) Profit Sharing PlanCenterstate Corporation for …$13M
End-of-year total assets ($M) among Stephens and Smith Construction 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN470558429
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephens and Smith Construction)

Sponsor-wide plan assets over time

All Stephens and Smith Construction plans reported in each filing year

Latest sponsor-wide plan assets
$38M 27.16274997712836% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30.2M $38.4M ▲ +27.2%
Year Plans Participants Total Assets
2022 2 375 $30M
2023 2 400 $33M
2024 2 444 $38M

Nearby 401(k) Plans in Nebraska

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

Stephens and Smith Construction 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Stephens and Smith Construction 401(k) Plan, Total assets ($B): 0.013113087 · Participants: 245Stephens and Smith Construction 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Stephens and Smith Construction 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Stephens and Smith Construction 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan in CA ($13M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Stephens and Smith Construction 401(k) Plan assets move in 2024?
Stephens and Smith Construction 401(k) Plan grew sharply - up 16.1% during 2024, from $11M to $13M. Reported net income was $2M.
How have Stephens and Smith Construction plan assets changed over time?
Across 3 plan years on file (2022-2024), Stephens and Smith Construction's sponsor-wide assets grew 27.2%, from $30M to $38M.
Which 401(k) plans are similar in size to Stephens and Smith Construction 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Stern, Kory, Sreden & Morgan 401(k) Profit Sharing Plan in CA ($13M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Stephens and Smith Construction 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants, $6M in assets).