401(k) · DOL Form 5500 · 2023

Stateserv Medical LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
636
Participants Below avg headcount
57th
Percentile by assets National rank
$14,847
Avg per participant Low balance/head
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Official DOL plan name: Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Stateserv Medical LLC · Arizona · Retail Trade

$9M in assets, 636 participants

Stateserv Medical LLC's Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 636 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,722 in Retail Trade (8,414 peers)

Stateserv Medical LLC multi-year trail

Stateserv Medical LLC's plans moved +160.8% in assets from 2022 to 2024; this filing shows Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust at $9M / 636 participants.

#5,722
in Retail Trade (8,414 peers)
+41.1%
assets growth YoY

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,442,826 Top 43% higher than 57% 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

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (636 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$821K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 474 in the plan year 2022 filing to 636 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201563028 · Stateserv Medical LLC PY 2023 · 401(k)

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust · $9M · 636 · 57th

  • IND $9M
  • EOY 636
  • 5500 57th
  • ASSETS 401(k)
  • PCT near Fire-Dex, LLC 401(k) Plan
  • EIN ind #5722

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 Retail Trade retirement plans → · Plans in Arizona →

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Stateserv Medical LLC 401(k) Profit Sharing Plan & TrustStateserv Medical LLC 401(k)…$9MFire-Dex, LLC 401(k) Plan$9MDakota Consulting, Inc 401(k) PlanDakota Consulting, Inc 401(k…$9MPr Management, Corp. Retirement PlanPr Management, Corp. Retirem…$9MIntigral, Inc. Incentive Plan and TrustIntigral, Inc. Incentive Pla…$9M
End-of-year total assets ($M) among Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stateserv Medical LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stateserv Medical LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 160.7798454649682% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.69M $17.5M ▲ +161.0%
Year Plans Participants Total Assets
2022 1 474 $7M
2023 1 636 $9M
2024 1 929 $17M

Stateserv Medical LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN201563028
Plan Effective Date2009-02-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009442826 · Participants: 636Stateserv Medical LLC 401(k) Profit Sharing Plan & TrustBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Fire-Dex, LLC 401(k) Plan in OH ($9M); by covered participants it is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY (636 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (636 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 Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust surged - up 41.1% during 2023, from $7M to $9M. Reported net income was $3M.
How have Stateserv Medical LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stateserv Medical LLC's sponsor-wide assets grew 160.8%, from $7M to $17M.
Which 401(k) plans are similar in size to Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fire-Dex, LLC 401(k) Plan in OH ($9M, 412 participants).
Which 401(k) plans cover a similar participant headcount to Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY (636 participants, $94M 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 201563028.

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.