Filings through .
Stephens Inc
Matched across 6 name variants in the filings
Stephens Inc summary
Stephens Inc appears on 32 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $5.3B in assets for 76,882 participants. The median client plan holds $21.8M. Most client plans are sponsored in AR, MD and NY. The largest clients by plan assets are Northwell Health, Inc., Arkansas Children's, Inc and Billerud Americas Corporation. Plans reported $1.9M in direct and indirect compensation paid to Stephens Inc. The median is $35K per plan.
- Participants
- 76,882
- Median plan assets
- $21.8M
- Median plan participants
- 389
- Median fees per plan
- $35K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Northwell Health, Inc. | NY | $2.9B | 46,906 |
| Arkansas Children's, Inc | AR | $506M | 7,003 |
| Billerud Americas Corporation, plan 001 | OH | $400M | 1,301 |
| Billerud Americas Corporation, plan 006 | OH | $332M | 1,504 |
| The Nabholz Group, Inc. | AR | $185M | 1,980 |
| Southwest Power Pool, Inc. | AR | $185M | 1,239 |
| Radiology Associates, P.A. | AR | $116M | 201 |
| Arkansas Children's | AR | $99.3M | 4,464 |
| Orthoarkansas, P.A. | AR | $71.7M | 632 |
| Maverick USA, Inc | AR | $58.6M | 2,239 |
| Arisa Health, Inc | AR | $54.6M | 1,222 |
| First Paragould Bankshares, Inc | AR | $34.0M | 326 |
| Cromwell Architects Engineers, Inc | AR | $33.1M | 193 |
| Arkansas Urology Associates, P.A. | AR | $29.9M | 399 |
| Z.V. Pate, Inc. | NC | $25.4M | 168 |
| Clark Contractors, LLC. | AR | $22.9M | 216 |
| Wehco Media, Inc. & Subsidiaries | AR | $20.7M | 1,148 |
| Bank of England | AR | $17.7M | 240 |
| Families, Inc. | AR | $13.9M | 147 |
| Legacy Equipment, LLC | AR | $13.7M | 150 |
| Easterseals Arkansas | AR | $13.4M | 1,557 |
| Inuvo, Inc. | AR | $13.2M | 140 |
| Johnson Regional Medical Center | AR | $11.7M | 629 |
| Wehco Video Inc. & Subsidiaries | AR | $9.8M | 293 |
| Access Group, Inc. | AR | $8.2M | 488 |
- NYParticipants 46,906
- ARParticipants 7,003
- OHParticipants 1,301
- OHParticipants 1,504
- ARParticipants 1,980
- ARParticipants 1,239
- ARParticipants 201
- Arkansas Children's$99.3MARParticipants 4,464
- Orthoarkansas, P.A.$71.7MARParticipants 632
- Maverick USA, Inc$58.6MARParticipants 2,239
- Arisa Health, Inc$54.6MARParticipants 1,222
- ARParticipants 326
- ARParticipants 193
- ARParticipants 399
- Z.V. Pate, Inc.$25.4MNCParticipants 168
- Clark Contractors, LLC.$22.9MARParticipants 216
- ARParticipants 1,148
- Bank of England$17.7MARParticipants 240
- Families, Inc.$13.9MARParticipants 147
- Legacy Equipment, LLC$13.7MARParticipants 150
- Easterseals Arkansas$13.4MARParticipants 1,557
- Inuvo, Inc.$13.2MARParticipants 140
- ARParticipants 629
- ARParticipants 293
- Access Group, Inc.$8.2MARParticipants 488
Top client states
- AR25 plans
- MD2 plans
- NY2 plans
- OH2 plans
- NC1 plan
Frequently asked questions
- Who uses Stephens Inc?
- 32 retirement plans list Stephens Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Northwell Health, Inc., Arkansas Children's, Inc, Billerud Americas Corporation and The Nabholz Group, Inc.. Most client plans are sponsored in AR, MD and NY.
- How many plans does Stephens Inc serve?
- Stephens Inc serves 32 retirement plans with $5.3B in plan assets and 76,882 participants, based on the latest Form 5500 filings through 2024.
- What does Stephens Inc charge?
- Plans reported $1.9M in total Schedule C compensation paid to Stephens Inc. The median plan paid $35K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Stephens as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 2 |
| JPMorgan | 1 |
| BlackRock | 1 |
| Dimensional | 1 |
| Capital Group | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
| American Funds Target Date | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.