401(k) · DOL Form 5500 · 2024

Stevens Companies 401(k) Plan & Tru 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
2,050
Participants Near avg headcount
73rd
Percentile by assets National rank
$11,350
Avg per participant Low balance/head
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Official DOL plan name: Stevens Companies 401(k) Plan & Trust · Sponsored by Stevens Companies 401(k) Plan & Tru · Texas · Transportation & Warehousing

$23M in assets, 2,050 participants

Stevens Companies 401(k) Plan & Tru's Stevens Companies 401(k) Plan & Trust reported $23M in total assets and 2,050 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,408 in Transportation & Warehousing (3,299 peers)

Coverage in Texas

Stevens Companies 401(k) Plan & Trust covers 2,050 participants in Texas, 3.0x the typical Texas plan (state average ~688 per filing). Assets: $23M.

#2,408
in Transportation & Warehousing (3,299 peers)
+11.3%
assets growth YoY

Stevens Companies 401(k) Plan & Trust's outsized position by total assets

Stevens Companies 401(k) Plan & Trust vs every filed plan by assets

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

$23,268,317 Top 27% higher than 73% 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

Stevens Companies 401(k) Plan & Trust'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. Stevens Companies 401(k) Plan & Trust lands in the large band (2,050 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stevens Companies 401(k) Plan & Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Stevens Companies 401(k) Plan & Trust end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Stevens Companies 401(k) Plan & Trust reported participants fell from 2,230 in the plan year 2023 filing to 2,050 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 751302273 · Stevens Companies 401(k) Plan & Tru PY 2024 · 401(k)

Stevens Companies 401(k) Plan & Trust · $23M · 2,050 · 73rd

  • TYPE $23M
  • NET 2,050
  • BOOK 73rd
  • VS-ST 401(k)
  • BOY near Valluzzo Companies, LLC 401(k) Retirement Plan
  • SCH ind #2408

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Stevens Companies 401(k) Plan & Trust in the asset neighbourhood

Stevens Companies 401(k) Plan & TrustStevens Companies 401(k) Pla…$23MValluzzo Companies, LLC 401(k) Retirement PlanValluzzo Companies, LLC 401(…$23MColorado Structures 401(k) PlanColorado Structures 401(k) P…$23MNeuman Pools, Inc. 401(k) Retirement PlanNeuman Pools, Inc. 401(k) Re…$23MThe Anderson-Dubose Company 401(k) PlanThe Anderson-Dubose Company …$23M
End-of-year total assets ($M) among Stevens Companies 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN751302273
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens Companies 401(k) Plan & Tru)

Sponsor-wide plan assets over time

All Stevens Companies 401(k) Plan & Tru plans reported in each filing year

Latest sponsor-wide plan assets
$23M 37.13856629558581% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $23.3M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 2,235 $17M
2023 1 2,230 $21M
2024 1 2,050 $23M

Nearby 401(k) Plans in Texas

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

Stevens Companies 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Stevens Companies 401(k) Plan & Trust, Total assets ($B): 0.023268317 · Participants: 2050Stevens Companies 401(k) Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Stevens Companies 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stevens Companies 401(k) Plan & Trust side-by-side with 3 peers →

Stevens Companies 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Valluzzo Companies, LLC 401(k) Retirement Plan in LA ($23M); by covered participants it is Daiichi Sankyo, Inc. Savings and Retirement Plan in NJ (2,049 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,050 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 Stevens Companies 401(k) Plan & Trust assets move in 2024? ▼
Stevens Companies 401(k) Plan & Trust grew at a solid clip - up 11.3% during 2024, from $21M to $23M. Reported net income was $2M.
How have Stevens Companies 401(k) Plan & Tru plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Companies 401(k) Plan & Tru's sponsor-wide assets grew 37.1%, from $17M to $23M.
Which 401(k) plans are similar in size to Stevens Companies 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Valluzzo Companies, LLC 401(k) Retirement Plan in LA ($23M, 988 participants).
Which 401(k) plans cover a similar participant headcount to Stevens Companies 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daiichi Sankyo, Inc. Savings and Retirement Plan in NJ (2,049 participants, $964M 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 751302273.

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.