401(k) · DOL Form 5500 · 2024

K.G. Stevens, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
149
Participants Small participant base
47th
Percentile by assets National rank
$45,032
Avg per participant Low balance/head
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Official DOL plan name: K.G. Stevens, Inc. Profit Sharing and Retirement Plan · Sponsored by K.G. Stevens, Inc. · Wisconsin · Manufacturing

$7M in assets, 149 participants

K.G. Stevens, Inc.'s K.G. Stevens, Inc. Profit Sharing and Retirement Plan reported $7M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,566 in Manufacturing (17,777 peers)

Coverage in Wisconsin

K.G. Stevens, Inc. Profit Sharing and Retirement Plan covers 149 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#5,566
in Manufacturing (17,777 peers)
+39.2%
assets growth YoY

K.G. Stevens, Inc. Profit Sharing and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

K.G. Stevens, Inc. Profit Sharing and Retirement Plan vs every filed plan by assets

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

$6,709,819 47th percentile higher than 47% 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

K.G. Stevens, Inc. Profit Sharing and Retirement 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. K.G. Stevens, Inc. Profit Sharing and Retirement Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • K.G. Stevens, Inc. Profit Sharing and Retirement Plan reported net income rose from $963K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • K.G. Stevens, Inc. Profit Sharing and Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • K.G. Stevens, Inc. Profit Sharing and Retirement Plan reported participants rose from 142 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 920289539 · K.G. Stevens, Inc. PY 2024 · 401(k)

K.G. Stevens, Inc. Profit Sharing and Retirement Plan · $7M · 149 · 47th

  • EBSA $7M
  • PART 149
  • TYPE 47th
  • NET 401(k)
  • BOOK near Sure Fire Protection Co., Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #5566

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 Manufacturing retirement plans → · Plans in Wisconsin →

K.G. Stevens, Inc. Profit Sharing and Retirement Plan in the asset neighbourhood

K.G. Stevens, Inc. Profit Sharing and Retirement PlanK.G. Stevens, Inc. Profit Sh…$7MSure Fire Protection Co., Inc. 401(k) Profit Sharing PlanSure Fire Protection Co., In…$7MJeffco Fibres Group 401(k) PlanJeffco Fibres Group 401(k) P…$7MTime Investment Corporation 401(k) P/S PlanTime Investment Corporation …$7MProtomet Corporation 401(k) PlanProtomet Corporation 401(k) …$7M
End-of-year total assets ($M) among K.G. Stevens, Inc. Profit Sharing and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN920289539
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K.G. Stevens, Inc.)

Sponsor-wide plan assets over time

All K.G. Stevens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 39.18389571920188% vs 2023
2024 filing year
$4M$5M$6M$7M 20232024 $4.82M $6.71M ▲ +39.2%
Year Plans Participants Total Assets
2023 1 142 $5M
2024 1 149 $7M

Nearby 401(k) Plans in Wisconsin

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

K.G. Stevens, Inc. Profit Sharing and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants K.G. Stevens, Inc. Profit Sharing and Retirement Plan, Total assets ($B): 0.006709819 · Participants: 149K.G. Stevens, Inc. Profit Sharing and Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
K.G. Stevens, Inc. Profit Sharing and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare K.G. Stevens, Inc. Profit Sharing and Retirement Plan side-by-side with 3 peers →

K.G. Stevens, Inc. Profit Sharing and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sure Fire Protection Co., Inc. 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 K.G. Stevens, Inc. Profit Sharing and Retirement Plan assets move in 2024? ▼
K.G. Stevens, Inc. Profit Sharing and Retirement Plan surged - up 39.2% during 2024, from $5M to $7M. Reported net income was $2M.
How have K.G. Stevens, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), K.G. Stevens, Inc.'s sponsor-wide assets grew 39.2%, from $5M to $7M.
Which 401(k) plans are similar in size to K.G. Stevens, Inc. Profit Sharing and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sure Fire Protection Co., Inc. 401(k) Profit Sharing Plan in CA ($7M, 26 participants).
Which 401(k) plans cover a similar participant headcount to K.G. Stevens, Inc. Profit Sharing and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants, $646K 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 920289539.

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.