401(k) · DOL Form 5500 · 2024

Stein & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
918
Participants Near avg headcount
82nd
Percentile by assets National rank
$45,001
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stein & Associates, LLC 401(k) Profit Sharing Plan · Sponsored by Stein & Associates, LLC · Arkansas · Healthcare & Social Assistance

$41M in assets, 918 participants

Stein & Associates, LLC's Stein & Associates, LLC 401(k) Profit Sharing Plan reported $41M in total assets and 918 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,276 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arkansas

Stein & Associates, LLC 401(k) Profit Sharing Plan covers 918 participants in Arkansas, about 33% of the average Arkansas filer (state average ~2,784 per filing). Assets: $41M.

#14,276
in Healthcare & Social Assistance (16,916 peers)
+12.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Stein & Associates, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Stein & Associates, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$41,310,468 Top 18% higher than 82% 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

Stein & Associates, LLC 401(k) Profit Sharing 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. Stein & Associates, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (918 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stein & Associates, LLC 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Stein & Associates, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Stein & Associates, LLC 401(k) Profit Sharing Plan reported participants rose from 856 in the plan year 2023 filing to 918 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 640913971 · Stein & Associates, LLC PY 2024 · 401(k)

Stein & Associates, LLC 401(k) Profit Sharing Plan · $41M · 918 · 82nd

  • IND $41M
  • EOY 918
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Carver Companies Profit Sharing/401(k) Plan
  • EIN ind #14276

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 Healthcare & Social Assistance retirement plans → · Plans in Arkansas →

Stein & Associates, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Puma Biotechnology, Inc. 401(k) PlanPuma Biotechnology, Inc. 401…$41MStein & Associates, LLC 401(k) Profit Sharing PlanStein & Associates, LLC 401(…$41MCarver Companies Profit Sharing/401(k) PlanCarver Companies Profit Shar…$41MRichard a. Alaimo Associates Savings and Investment PlanRichard a. Alaimo Associates…$41MNational Keystone Products Co., Inc. 401(k) Profit Sharing PlanNational Keystone Products C…$41M
End-of-year total assets ($M) among Stein & Associates, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arkansas filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN640913971
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stein & Associates, LLC)

Sponsor-wide plan assets over time

All Stein & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 42.02136223243363% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.1M $41.3M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 787 $29M
2023 1 856 $37M
2024 1 918 $41M

Nearby 401(k) Plans in Arkansas

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

Stein & Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants Stein & Associates, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.041310468 · Participants: 918Stein & Associates, LLC 401(k) Profit Sharing PlanWalmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
Stein & Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Stein & Associates, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stein & Associates, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Carver Companies Profit Sharing/401(k) Plan in NY ($41M); by covered participants it is Premier Brands Group Holdings LLC Retirement Plan in PA (918 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (918 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 Stein & Associates, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Stein & Associates, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 12.5% during 2024, from $37M to $41M. Reported net income was $5M.
How have Stein & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stein & Associates, LLC's sponsor-wide assets grew 42.0%, from $29M to $41M.
Where does Stein & Associates, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stein & Associates, LLC 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stein & Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carver Companies Profit Sharing/401(k) Plan in NY ($41M, 518 participants).
Which 401(k) plans cover a similar participant headcount to Stein & Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Brands Group Holdings LLC Retirement Plan in PA (918 participants, $201M 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 640913971.

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.