401(k) · DOL Form 5500 · 2024

Kay Stephens Md 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$778,342
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kay Stephens Md 401(k) Profit Sharing Plan · Sponsored by Kay Stephens Md · California · Healthcare & Social Assistance

$2M in assets, 3 participants

Kay Stephens Md's Kay Stephens Md 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,062 in Healthcare & Social Assistance (16,916 peers)

Kay Stephens Md multi-year trail

Kay Stephens Md's plans moved +40.1% in assets from 2022 to 2024; this filing shows Kay Stephens Md 401(k) Profit Sharing Plan at $2M / 3 participants.

#5,062
in Healthcare & Social Assistance (16,916 peers)
+21.3%
assets growth YoY

Kay Stephens Md 401(k) Profit Sharing Plan among the smaller filed plans by assets

Kay Stephens Md 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,335,026 31st percentile higher than 31% 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

Kay Stephens Md 401(k) 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. Kay Stephens Md 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kay Stephens Md 401(k) Profit Sharing Plan reported net income rose from $258K in the plan year 2023 filing to $410K in the plan year 2024 filing.
  • Kay Stephens Md 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680364792 · Kay Stephens Md PY 2024 · 401(k)

Kay Stephens Md 401(k) Profit Sharing Plan · $2M · 3 · 31st

  • SCH $2M
  • EBSA 3
  • PART 31st
  • TYPE 401(k)
  • NET near Foundation for Free Enterprise Education Pension Plan
  • BOOK ind #5062

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Kay Stephens Md 401(k) Profit Sharing Plan in the asset neighbourhood

Kay Stephens Md 401(k) Profit Sharing PlanKay Stephens Md 401(k) Profi…$2MFoundation for Free Enterprise Education Pension PlanFoundation for Free Enterpri…$2MHumane Society of Tampa Bay 401(k) PlanHumane Society of Tampa Bay …$2MStl Office Solutions, Inc. 401(k) PlanStl Office Solutions, Inc. 4…$2MAma Lighting LLC 401(k) Plan$2M
End-of-year total assets ($M) among Kay Stephens Md 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kay Stephens Md multi-year asset trail

Sponsor-wide plan assets over time

All Kay Stephens Md plans reported in each filing year

Latest sponsor-wide plan assets
$2M 40.12019598606615% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.67M $2.34M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Kay Stephens Md filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$410K
Employer EIN680364792
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kay Stephens Md 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kay Stephens Md 401(k) Profit Sharing Plan, Total assets ($B): 0.002335026 · Participants: 3Kay Stephens Md 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Kay Stephens Md 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kay Stephens Md 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kay Stephens Md 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Foundation for Free Enterprise Education Pension Plan in PA ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Kay Stephens Md 401(k) Profit Sharing Plan assets move in 2024? ▼
Kay Stephens Md 401(k) Profit Sharing Plan grew sharply - up 21.3% during 2024, from $2M to $2M. Reported net income was $410K.
How have Kay Stephens Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kay Stephens Md's sponsor-wide assets grew 40.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Kay Stephens Md 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foundation for Free Enterprise Education Pension Plan in PA ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Kay Stephens Md 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 680364792.

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.