401(k) · DOL Form 5500 · 2024

Stateserv Medical LLC 401(k) Plan

Data updated 2026-08-11

$17M
Total assets
929
Participants
68th
Percentile by assets
$18,792
Avg per participant
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Official DOL plan name: Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Stateserv Medical LLC · Arizona · Retail Trade

$17M in assets, 929 participants

Stateserv Medical LLC's Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust reported $17M in total assets and 929 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • 68th percentile by assets (of 123,622 plans)
  • #6,305 in Retail Trade (8,048 peers)

Stateserv Medical LLC multi-year trail

Stateserv Medical LLC's plans moved +160.8% in assets from 2022 to 2024; this filing shows Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust at $17M / 929 participants.

$17M
total plan assets (2024 EOY)
929
covered participants
68th
percentile by assets (of 123,622 plans)
$18,792
avg assets per participant

Where Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust sits by total assets

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$17,457,320 Top 32% higher than 68% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 636 in the plan year 2023 filing to 929 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Stateserv Medical LLC across 3 plan years on file

Across the 3 plan years Stateserv Medical LLC has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $17M, a gain of 160.8%, while reported participants moved from 474 to 929 (+96.0%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($7M).

Stateserv Medical LLC multi-year asset trail

$5M$10M$15M$20M 202220232024 $6.69M $17.5M ▲ +161.0%
Total plan assets by year, all Stateserv Medical LLC plans on file
Year Plans Participants Total Assets
2022 1 474 $7M
2023 1 636 $9M
2024 1 929 $17M

Stateserv Medical LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN201563028
Plan Effective Date2009-02-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Stateserv Medical LL…Bechtel Trust & Thri…Banner Health Employ…Freeport-Mcmoran Inc…Republic Services, I…Stantec 401(k) Plan
Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust assets move in 2024?
Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust surged - up 84.9% during 2024, from $9M to $17M. Reported net income was $4M.
How have Stateserv Medical LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Stateserv Medical LLC's sponsor-wide assets grew 160.8%, from $7M to $17M.
Which 401(k) plans are similar in size to Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Globe Union Group Retirement & Savings Plan in IL ($17M, 118 participants).

Next read for Stateserv Medical LLC 401(k) Profit Shar…

Multi-year trail

Ways to act on Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust's numbers.

  • By total assets, Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
  • Stateserv Medical LLC's sponsor-wide assets have grown 160.8% since 2022 across 3 plan years on file. More Retail Trade plans