401(k) · DOL Form 5500 · 2024

Stephenson Equipment, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
248
Participants Below avg headcount
74th
Percentile by assets National rank
$97,267
Avg per participant Below avg balance/head
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Official DOL plan name: Stephenson Equipment, Inc. 401(k) Plan · Sponsored by Stephenson Equipment, Inc. · Pennsylvania · Wholesale Trade

$24M in assets, 248 participants

Stephenson Equipment, Inc.'s Stephenson Equipment, Inc. 401(k) Plan reported $24M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,312 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

Stephenson Equipment, Inc. 401(k) Plan covers 248 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#4,312
in Wholesale Trade (6,080 peers)
+21.3%
assets growth YoY

Stephenson Equipment, Inc. 401(k) Plan's outsized position by total assets

Stephenson Equipment, Inc. 401(k) Plan vs every filed plan by assets

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

$24,122,225 Top 26% higher than 74% 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

Stephenson Equipment, Inc. 401(k) 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. Stephenson Equipment, Inc. 401(k) Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephenson Equipment, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Stephenson Equipment, Inc. 401(k) Plan reported participants rose from 232 in the plan year 2023 filing to 248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 251511922 · Stephenson Equipment, Inc. PY 2024 · 401(k)

Stephenson Equipment, Inc. 401(k) Plan · $24M · 248 · 74th

  • PCT $24M
  • EIN 248
  • RANK 74th
  • PHOTO 401(k)
  • IND near 2nd Adventure Payroll Services 401(k) Plan
  • EOY ind #4312

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Stephenson Equipment, Inc. 401(k) Plan in the asset neighbourhood

Stephenson Equipment, Inc. 401(k) PlanStephenson Equipment, Inc. 4…$24M2nd Adventure Payroll Services 401(k) Plan2nd Adventure Payroll Servic…$24MPeri & Sons Farms, Inc. 401(k) Ps Plan 002Peri & Sons Farms, Inc. 401(…$24MConsulting Solutions 401(k) PlanConsulting Solutions 401(k) …$24MDmjps PLLC 401(k) Profit Sharing PlanDmjps PLLC 401(k) Profit Sha…$24M
End-of-year total assets ($M) among Stephenson Equipment, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN251511922
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephenson Equipment, Inc.)

Sponsor-wide plan assets over time

All Stephenson Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 84.3403603756791% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.3M $35.5M ▲ +84.3%
Year Plans Participants Total Assets
2022 2 438 $19M
2023 2 449 $25M
2024 2 473 $36M

Nearby 401(k) Plans in Pennsylvania

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

Stephenson Equipment, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Stephenson Equipment, Inc. 401(k) Plan, Total assets ($B): 0.024122225 · Participants: 248Stephenson Equipment, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Stephenson Equipment, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stephenson Equipment, Inc. 401(k) Plan side-by-side with 3 peers →

Stephenson Equipment, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is 2nd Adventure Payroll Services 401(k) Plan in IA ($24M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Stephenson Equipment, Inc. 401(k) Plan assets move in 2024? ▼
Stephenson Equipment, Inc. 401(k) Plan grew sharply - up 21.3% during 2024, from $20M to $24M. Reported net income was $4M.
How have Stephenson Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephenson Equipment, Inc.'s sponsor-wide assets grew 84.3%, from $19M to $36M.
Which 401(k) plans are similar in size to Stephenson Equipment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 2nd Adventure Payroll Services 401(k) Plan in IA ($24M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Stephenson Equipment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K 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 251511922.

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.