401(k) · DOL Form 5500 · 2024
Stephens Shared Services LLC 401(k) Plan
Data updated 2026-08-25
- $409M
- Total assets Above avg plan size
- 1,384
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $295,772
- Avg per participant High balance/head
Official DOL plan name: Stephens Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by Stephens Shared Services LLC · Arkansas · Management of Enterprises
$409M in assets, 1,384 participants
Stephens Shared Services LLC's Stephens Employees' 401(k) Profit Sharing Plan and Trust reported $409M in total assets and 1,384 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #1,017 in Management of Enterprises (1,133 peers)
Coverage in Arkansas
Stephens Employees' 401(k) Profit Sharing Plan and Trust covers 1,384 participants in Arkansas, about 50% of the average Arkansas filer (state average ~2,784 per filing). Assets: $409M.
- #1,017
- in Management of Enterprises (1,133 peers)
- +13.7%
- assets growth YoY
- 4.1×
- vs typical plan assets (national mean)
Stephens Employees' 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Stephens Employees' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$409,348,294 Top 3% higher than 97% 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
Stephens Employees' 401(k) Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephens Employees' 401(k) Profit Sharing Plan and Trust lands in the large band (1,384 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stephens Employees' 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $360M in the plan year 2023 filing to $409M in the plan year 2024 filing.
- Stephens Employees' 401(k) Profit Sharing Plan and Trust reported participants rose from 1,319 in the plan year 2023 filing to 1,384 in the plan year 2024 filing.
- Stephens Employees' 401(k) Profit Sharing Plan and Trust reported net income fell from $51M in the plan year 2023 filing to $49M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 272059091 · Stephens Shared Services LLC PY 2024 · 401(k)
Stephens Employees' 401(k) Profit Sharing Plan and Trust · $409M · 1,384 · 97th
- EOY $409M
- 5500 1,384
- ASSETS 97th
- PCT 401(k)
- EIN near Choice Hotels International, Inc. Retirement Savings and Investment Plan
- RANK ind #1017
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 Management of Enterprises retirement plans → · Plans in Arkansas →
Stephens Employees' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $360M |
|---|---|
| Net Assets (End of Year) | $409M |
| Net Income | $49M |
| Employer EIN | 272059091 |
| Plan Effective Date | 1983-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stephens Shared Services LLC)
Sponsor-wide plan assets over time
All Stephens Shared Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $409M 32.416965296715176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,284 | $309M |
| 2023 | 1 | 1,319 | $360M |
| 2024 | 1 | 1,384 | $409M |
Nearby 401(k) Plans in Arkansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Walmart 401(k) Plan $50.8B · 1,635,899
- Tyson Foods, Inc. Retirement Savings Plan $3.7B · 118,403
- Dillard's, Inc. Investment & Employee Stock Ownership Plan $3.0B · 30,070
- J.B. Hunt Transport Services, Inc. Employee Retirement Plan $1.4B · 35,023
- Windstream 401(k) Plan $1.3B · 9,409
Stephens Employees' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Arkansas, the nearest 401(k) by assets is Choice Hotels International, Inc. Retirement Savings and Investment Plan in MD ($409M); by covered participants it is Quality Restaurant Concepts, LLC 401(k) Retirement Plan in AL (1,384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($409M here).
- Choice Hotels International, Inc. Retirement Savings and Investment Plan (MD) $409M · 2,648
- Vontier Retirement Savings Plan (NC) $409M · 3,022
- Ag US Group Services Inc. Employee Retirement Plan (NY) $410M · 311
- Maynard Nexsen, PC 401(k) Plan & Trust (AL) $410M · 896
Similar participant headcount
Nearest other-state filings by covered participants (1,384 participants); asset peers above are excluded.
- Quality Restaurant Concepts, LLC 401(k) Retirement Plan (AL) 1,384 · 0 off
- Brg 401(k) Plan (DC) 1,384 · 0 off
- Wright-Patt Credit Union, Inc. 401(k) Plan and Trust (OH) 1,384 · 0 off
- Fortra, LLC 401(k) Savings Plan (MN) 1,384 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.