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  2. Stevens Industries, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Stevens Industries, Inc.

EIN 37-0899991-furniture-Latest filing 2025
Plans
3
Retirement
2
$57.0M assets
Health & Benefits
1
$243K premiums
Participants
1,602
704 W. MAIN - TEUTOPOLIS, IL 62467217-540-3100stevensind.comLinkedIn501-1000 employeesfurniture
Plans on this EIN
3 filings
#001401(k)-$33.6M - 558 part#002ESOP-$23.4M - 491 part#501Mixed-$243K - 553 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $57.0M assets / 1,049 participants

Assets by plan

Share of aggregate retirement assets

  • INDUSTRIES, INC. 401(K) (#001)$33.6M
  • EMPLOYEE STOCK OWNERSHIP (#002)$23.4M
Total $57.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CPI QUALIFIED PLAN CONSULTANTS, INC$33.6M
  • (Not disclosed)$23.4M
Total $57.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INDUSTRIES, INC. 401(K) (#001)558
  • EMPLOYEE STOCK OWNERSHIP (#002)491
Total 1,049Select a row to open it

Benefits portfolio analytics

1 plan / $243K premiums / 553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$200K
  • Long-term disability$200K
  • Other$200K
  • Vision$43K
Total $243K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

STEVENS INDUSTRIES, INC. 401(K) PLAN

401(k)

Assets$33.6M
Participants558
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

STEVENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.4M
Participants491
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

STEVENS INDUSTRIES GROUP HEALTH AND LIFE INSURANCE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$243K
Covered lives553
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STEVENS INDUSTRIES, INC. 401(K) PLAN401(k)$33.6M5582024
#002STEVENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$23.4M4912025
  • STEVENS INDUSTRIES, INC. 401(K) PLAN$33.6M
    #001 · 401(k) · 2024558
  • STEVENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$23.4M
    #002 · ESOP · 2025491

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501STEVENS INDUSTRIES GROUP HEALTH AND LIFE INSURANCE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$243K5532025
  • STEVENS INDUSTRIES GROUP HEALTH AND LIFE INSURANCE PLAN$243K
    #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025553
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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