401(k) · DOL Form 5500 · 2024
Stevens & Lee 401(k) Plan
Data updated 2026-08-25
- $281M
- Total assets Near avg plan size
- 377
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $745,951
- Avg per participant High balance/head
Official DOL plan name: Stevens & Lee Savings Plan · Sponsored by Stevens & Lee · Pennsylvania · Professional & Technical Services
$281M in assets, 377 participants
Stevens & Lee's Stevens & Lee Savings Plan reported $281M in total assets and 377 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #19,486 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Stevens & Lee Savings Plan covers 377 participants in Pennsylvania, about 46% of the average Pennsylvania filer (state average ~822 per filing). Assets: $281M.
- #19,486
- in Professional & Technical Services (20,173 peers)
- +10.6%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Stevens & Lee Savings Plan's outsized position by total assets
Stevens & Lee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$281,223,608 Top 4% higher than 96% 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
Stevens & Lee Savings 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. Stevens & Lee Savings Plan sits mid-pack in the medium band (377 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stevens & Lee Savings Plan reported net income fell from $34M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Stevens & Lee Savings Plan end-of-year assets rose from $254M in the plan year 2023 filing to $281M in the plan year 2024 filing.
- Stevens & Lee Savings Plan reported participants rose from 345 in the plan year 2023 filing to 377 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231886296 · Stevens & Lee PY 2024 · 401(k)
Stevens & Lee Savings Plan · $281M · 377 · 96th
- BOOK $281M
- BOOK 377
- BOOK 96th
- BOOK 401(k)
- BOOK near Lhoist North America 401(k) Plan
- BOOK ind #19486
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Stevens & Lee Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $254M |
|---|---|
| Net Assets (End of Year) | $278M |
| Net Income | $24M |
| Employer EIN | 231886296 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stevens & Lee)
Sponsor-wide plan assets over time
All Stevens & Lee plans reported in each filing year
- Latest sponsor-wide plan assets
- $281M 25.287375176558175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 321 | $224M |
| 2023 | 1 | 345 | $254M |
| 2024 | 1 | 377 | $281M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Stevens & Lee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Lhoist North America 401(k) Plan in TX ($281M); by covered participants it is Steven Douglas Associates LLC 401(k) Profit Sharing Plan in FL (377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($281M here).
- Lhoist North America 401(k) Plan (TX) $281M · 1,603
- Keolis America, Inc. 401(k) Savings Plan (MA) $281M · 4,664
- Pipefitters Local No 636 Defined Contribution Retirement Trust and Plan (MI) $282M · 1,533
- Valvoline Global Operations 401(k) Plan (KY) $282M · 1,301
Similar participant headcount
Nearest other-state filings by covered participants (377 participants); asset peers above are excluded.
- Steven Douglas Associates LLC 401(k) Profit Sharing Plan (FL) 377 · 0 off
- Winshape Foundation, Inc. 401(k) Plan (GA) 377 · 0 off
- Wilson Lumber Company, Inc. 401(k) Profit Sharing Plan (AL) 377 · 0 off
- Stone and Excel 401(k) Plan (MI) 377 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.