401(k) · DOL Form 5500 · 2024

Mike & Steph, Inc. 401(k) Plan

Data updated 2026-08-25

$890K
Total assets Small plan by assets
7
Participants Small participant base
22nd
Percentile by assets National rank
$127,143
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mike & Steph, Inc. 401(k) Plan · Sponsored by Mike & Steph, Inc. · Oregon · Manufacturing

$890K in assets, 7 participants

Mike & Steph, Inc.'s Mike & Steph, Inc. 401(k) Plan reported $890K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,613 in Manufacturing (17,777 peers)

Mike & Steph, Inc. multi-year trail

Mike & Steph, Inc.'s plans moved +46.8% in assets from 2022 to 2024; this filing shows Mike & Steph, Inc. 401(k) Plan at $890K / 7 participants.

#1,613
in Manufacturing (17,777 peers)
+14.6%
assets growth YoY

Mike & Steph, Inc. 401(k) Plan among the smaller filed plans by assets

Mike & Steph, Inc. 401(k) Plan vs every filed plan by assets

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

$890,000 22nd percentile higher than 22% 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

Mike & Steph, Inc. 401(k) 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. Mike & Steph, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mike & Steph, Inc. 401(k) Plan reported net income fell from $204K in the plan year 2023 filing to $113K in the plan year 2024 filing.
  • Mike & Steph, Inc. 401(k) Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Mike & Steph, Inc. 401(k) Plan end-of-year assets rose from $777K in the plan year 2023 filing to $890K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 811206709 · Mike & Steph, Inc. PY 2024 · 401(k)

Mike & Steph, Inc. 401(k) Plan · $890K · 7 · 22nd

  • 5500 $890K
  • 5500 7
  • 5500 22nd
  • 5500 401(k)
  • 5500 near Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan
  • 5500 ind #1613

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 Oregon →

Mike & Steph, Inc. 401(k) Plan in the asset neighbourhood

Mike & Steph, Inc. 401(k) PlanMike & Steph, Inc. 401(k) Pl…$890KAllen Searcy Builder-Contractor, Inc. 401(k) Retirement PlanAllen Searcy Builder-Contrac…$890KMedispec, Ltd. 401(k) Plan$890KElca Holdings, Inc. 401(k) Profit Sharing PlanElca Holdings, Inc. 401(k) P…$890KAdvanced Vision Care LLC 401(k) Profit Sharing Plan & TrustAdvanced Vision Care LLC 401…$890K
End-of-year total assets ($M) among Mike & Steph, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mike & Steph, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mike & Steph, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$890K 46.75716141968591% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.61M $0.89M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 4 $606K
2023 1 6 $777K
2024 1 7 $890K

Mike & Steph, Inc. filing trail (2024)

Total Assets (Beginning of Year)$777K
Net Assets (End of Year)$890K
Net Income$113K
Employer EIN811206709
Plan Effective Date2016-01-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Mike & Steph, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mike & Steph, Inc. 401(k) Plan, Total assets ($B): 0.00089 · Participants: 7Mike & Steph, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Mike & Steph, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mike & Steph, Inc. 401(k) Plan side-by-side with 3 peers →

Mike & Steph, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN ($890K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Mike & Steph, Inc. 401(k) Plan assets move in 2024? ▼
Mike & Steph, Inc. 401(k) Plan grew at a solid clip - up 14.6% during 2024, from $777K to $890K. Reported net income was $113K.
How have Mike & Steph, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mike & Steph, Inc.'s sponsor-wide assets grew 46.8%, from $606K to $890K.
Where does Mike & Steph, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mike & Steph, Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Mike & Steph, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN ($890K, 27 participants).
Which 401(k) plans cover a similar participant headcount to Mike & Steph, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 811206709.

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.