401(k) · DOL Form 5500 · 2023

S.H. Tevis & Son Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
284
Participants Below avg headcount
66th
Percentile by assets National rank
$50,166
Avg per participant Low balance/head
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Official DOL plan name: S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan · Sponsored by S.H. Tevis & Son Inc. · Maryland · Wholesale Trade

$14M in assets, 284 participants

S.H. Tevis & Son Inc.'s S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan reported $14M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,784 in Wholesale Trade (6,309 peers)

Coverage in Maryland

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan covers 284 participants in Maryland, about 31% of the average Maryland filer (state average ~929 per filing). Assets: $14M.

#3,784
in Wholesale Trade (6,309 peers)
+10.1%
assets growth YoY

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,247,124 Top 34% higher than 66% of 127,068 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 2023

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan reported participants rose from 281 in the plan year 2022 filing to 284 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521484304 · S.H. Tevis & Son Inc. PY 2023 · 401(k)

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan · $14M · 284 · 66th

  • ASSETS $14M
  • PCT 284
  • EIN 66th
  • RANK 401(k)
  • PHOTO near Concierge Home Care 401(k) Plan
  • IND ind #3784

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 Maryland →

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing PlanS.H. Tevis & Son, Inc. Emplo…$14MConcierge Home Care 401(k) PlanConcierge Home Care 401(k) P…$14MT.a. Solberg Co., Inc. 401(k) PlanT.a. Solberg Co., Inc. 401(k…$14MVecna Robotics, Inc. 401(k) PlanVecna Robotics, Inc. 401(k) …$14MKaspar Wire Works, Inc. 401(k) Profit Sharing PlanKaspar Wire Works, Inc. 401(…$14M
End-of-year total assets ($M) among S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN521484304
Plan Effective Date1966-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (S.H. Tevis & Son Inc.)

Sponsor-wide plan assets over time

All S.H. Tevis & Son Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 31.539784390561575% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.9M $17M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 281 $13M
2023 1 284 $14M
2024 1 244 $17M

Nearby 401(k) Plans in Maryland

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

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.014247124 · Participants: 284S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Concierge Home Care 401(k) Plan in FL ($14M); by covered participants it is W D Partners Profit Sharing Plan in OH (284 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan assets move in 2023? ▼
S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $13M to $14M. Reported net income was $1M.
How have S.H. Tevis & Son Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.H. Tevis & Son Inc.'s sponsor-wide assets grew 31.5%, from $13M to $17M.
Which 401(k) plans are similar in size to S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Concierge Home Care 401(k) Plan in FL ($14M, 1,009 participants).
Which 401(k) plans cover a similar participant headcount to S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is W D Partners Profit Sharing Plan in OH (284 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521484304.

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.