Profit Sharing · DOL Form 5500 · 2024

John E Stephens Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
34th
Percentile by assets National rank
$331,587
Avg per participant High balance/head
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Official DOL plan name: John E Stephens, Inc. Profit Sharing Plan · Sponsored by John E Stephens Inc · Arkansas · Agriculture, Forestry & Fishing

$3M in assets, 9 participants

John E Stephens Inc's John E Stephens, Inc. Profit Sharing Plan reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #420 in Agriculture, Forestry & Fishing (1,217 peers)

John E Stephens Inc multi-year trail

John E Stephens Inc's plans moved +30.5% in assets from 2022 to 2024; this filing shows John E Stephens, Inc. Profit Sharing Plan at $3M / 9 participants.

#420
in Agriculture, Forestry & Fishing (1,217 peers)
+12.4%
assets growth YoY

John E Stephens, Inc. Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

John E Stephens, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,984,279 34th percentile higher than 34% 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

John E Stephens, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John E Stephens, Inc. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • John E Stephens, Inc. Profit Sharing Plan reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • John E Stephens, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • John E Stephens, Inc. Profit Sharing Plan reported net income fell from $368K in the plan year 2023 filing to $329K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 710463319 · John E Stephens Inc PY 2024 · Profit Sharing

John E Stephens, Inc. Profit Sharing Plan · $3M · 9 · 34th

  • EBSA $3M
  • EBSA 9
  • EBSA 34th
  • EBSA Profit Sharing
  • EBSA near Mt. San Rafael Hospital Matching Retirement Plan
  • EBSA ind #420

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Arkansas →

John E Stephens, Inc. Profit Sharing Plan in the asset neighbourhood

Jatinder N Kaushal Md PC Profit Sharing PlanJatinder N Kaushal Md PC Pro…$3MJuanita Lo Ngeo Profit Sharing Retirement PlanJuanita Lo Ngeo Profit Shari…$3MJohn E Stephens, Inc. Profit Sharing PlanJohn E Stephens, Inc. Profit…$3MMt. San Rafael Hospital Matching Retirement PlanMt. San Rafael Hospital Matc…$3MJuniper Ring Acquisitions, LLC 401(k) PlanJuniper Ring Acquisitions, L…$3M
End-of-year total assets ($M) among John E Stephens, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

John E Stephens Inc multi-year asset trail

Sponsor-wide plan assets over time

All John E Stephens Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.45172994120604% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.29M $2.98M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 7 $3M
2024 1 9 $3M

John E Stephens Inc filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$329K
Employer EIN710463319
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arkansas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

John E Stephens, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0204060 Total assets ($M) Participants John E Stephens, Inc. Profit Sharing Plan, Total assets ($M): 2.984279 · Participants: 9John E Stephens, Inc. Profit Sharing PlanHeifer International 403(b) Plan, Total assets ($M): 53.679933 · Participants: 237Heifer International 403(b) PlanArcare Retirement Plan, Total assets ($M): 49.004412 · Participants: 1309Arcare Retirement PlanBaxter Regional Medical Center 401(a) Plan, Total assets ($M): 45.847149 · Participants: 2083Baxter Regional Medical Center 401(a) PlanDyke Industries, Inc. Profit Sharing Plan & Trust, Total assets ($M): 36.038201 · Participants: 608Dyke Industries, Inc. Profit Sharing Plan & TrustWehco Profit Sharing Plan, Total assets ($M): 20.79675 · Participants: 653Wehco Profit Sharing Plan
John E Stephens, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants
Compare John E Stephens, Inc. Profit Sharing Plan side-by-side with 3 peers →

John E Stephens, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arkansas, the nearest Profit Sharing by assets is Mt. San Rafael Hospital Matching Retirement Plan in CO ($3M); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 John E Stephens, Inc. Profit Sharing Plan assets move in 2024? ▼
John E Stephens, Inc. Profit Sharing Plan grew at a solid clip - up 12.4% during 2024, from $3M to $3M. Reported net income was $329K.
How have John E Stephens Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John E Stephens Inc's sponsor-wide assets grew 30.5%, from $2M to $3M.
Which Profit Sharing plans are similar in size to John E Stephens, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mt. San Rafael Hospital Matching Retirement Plan in CO ($3M, 229 participants).
Which Profit Sharing plans cover a similar participant headcount to John E Stephens, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mab Financial Services, Inc. Retirement Plan in MD (9 participants, $3M 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 710463319.

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.