401(k) · DOL Form 5500 · 2024
Michael Stevens Interests, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 241
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $35,356
- Avg per participant Low balance/head
Official DOL plan name: Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust · Sponsored by Michael Stevens Interests, Inc. · Texas · Real Estate
$9M in assets, 241 participants
Michael Stevens Interests, Inc.'s Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust reported $9M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,246 in Real Estate (4,605 peers)
Coverage in Texas
Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust covers 241 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $9M.
- #3,246
- in Real Estate (4,605 peers)
- +6.7%
- assets growth YoY
Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust's mid-pack asset rank among Real Estate and all filers
Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,520,694 Top 48% higher than 52% 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
Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust 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. Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust sits mid-pack in the medium band (241 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $536K in the plan year 2024 filing.
- Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust reported participants rose from 194 in the plan year 2023 filing to 241 in the plan year 2024 filing.
- Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 760080811 · Michael Stevens Interests, Inc. PY 2024 · 401(k)
Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust · $9M · 241 · 52nd
- RANK $9M
- PHOTO 241
- IND 52nd
- EOY 401(k)
- 5500 near Yandell and Company, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #3246
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 Real Estate retirement plans → · Plans in Texas →
Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $536K |
| Employer EIN | 760080811 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michael Stevens Interests, Inc.)
Sponsor-wide plan assets over time
All Michael Stevens Interests, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 37.16467016032471% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $6M |
| 2023 | 1 | 194 | $8M |
| 2024 | 1 | 241 | $9M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Michael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Yandell and Company, Inc. 401(k) Profit Sharing Plan in NY ($9M); by covered participants it is Bbp Retirement Savings Plan in MI (241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.
- Bbp Retirement Savings Plan (MI) 241 · 0 off
- Steel and Pipes 1081. 01(D) Retirement Plan (PR) 241 · 0 off
- Rios, Inc. Retirement Savings Plan (CA) 241 · 0 off
- 1st Financial Bank USA Profit Sharing Plan & Trust (SD) 241 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.