401(k) · DOL Form 5500 · 2024

Stateserv Medical LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
929
Participants Near avg headcount
68th
Percentile by assets National rank
$18,792
Avg per participant Low balance/head
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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.

  • #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.

#6,305
in Retail Trade (8,048 peers)
+84.9%
assets growth YoY

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust's outsized position 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 $2,050,000,000 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

Stateserv Medical LLC 401(k) Profit Sharing Plan & 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. Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (929 participants).

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 →

EBSA filing schedule strip

Filing strip 201563028 · Stateserv Medical LLC PY 2024 · 401(k)

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust · $17M · 929 · 68th

  • NET $17M
  • NET 929
  • NET 68th
  • NET 401(k)
  • NET near Globe Union Group Retirement & Savings Plan
  • NET ind #6305

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 Retail Trade retirement plans → · Plans in Arizona →

Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Stateserv Medical LLC 401(k) Profit Sharing Plan & TrustStateserv Medical LLC 401(k)…$17MGlobe Union Group Retirement & Savings PlanGlobe Union Group Retirement…$17MFortune Metal Inc. of Rhode Island 401(k) Profit Sharing PlaFortune Metal Inc. of Rhode …$17MCarolina Case Management and Rehabilitation Services, Inc. 401 (K) PlanCarolina Case Management and…$17MFlightstar Aircraft Services, LLC 401(k)Flightstar Aircraft Services…$17M
End-of-year total assets ($M) among Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stateserv Medical LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stateserv Medical LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 160.7798454649682% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.69M $17.5M ▲ +161.0%
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 Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.01745732 · Participants: 929Stateserv Medical LLC 401(k) Profit Sharing Plan & TrustBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
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's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Globe Union Group Retirement & Savings Plan in IL ($17M); by covered participants it is Global Lending Services LLC 401(k) Plan in SC (929 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (929 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 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).
Which 401(k) plans cover a similar participant headcount to Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Global Lending Services LLC 401(k) Plan in SC (929 participants, $27M in assets).