Profit Sharing · DOL Form 5500 · 2022

Stewart Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$996,781
Avg per participant High balance/head
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Official DOL plan name: Stewart Investments, Inc. Retirement Plan · Sponsored by Stewart Investments, Inc. · Washington · Information & Media

$2M in assets, 2 participants

Stewart Investments, Inc.'s Stewart Investments, Inc. Retirement Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #557 in Information & Media (2,911 peers)

Stewart Investments, Inc. multi-year trail

Stewart Investments, Inc.'s plans moved +16.5% in assets from 2022 to 2024; this filing shows Stewart Investments, Inc. Retirement Plan at $2M / 2 participants.

#557
in Information & Media (2,911 peers)
+556.6%
assets growth YoY

Stewart Investments, Inc. Retirement Plan's mid-pack asset rank among Information & Media and all filers

Stewart Investments, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,993,562 34th percentile higher than 34% of 139,123 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 2022

Stewart Investments, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stewart Investments, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 842913181 · Stewart Investments, Inc. PY 2022 · Profit Sharing

Stewart Investments, Inc. Retirement Plan · $2M · 2 · 34th

  • RANK $2M
  • PHOTO 2
  • IND 34th
  • EOY Profit Sharing
  • 5500 near Binghamton Hardware & Hvac Supply Corp Profit Sharing Plan
  • ASSETS ind #557

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 Information & Media retirement plans → · Plans in Washington →

Stewart Investments, Inc. Retirement Plan in the asset neighbourhood

Stewart Investments, Inc. Retirement PlanStewart Investments, Inc. Re…$2MBinghamton Hardware & Hvac Supply Corp Profit Sharing PlanBinghamton Hardware & Hvac S…$2MSidney Schlusselberg Company Inc Profit Sharing PlanSidney Schlusselberg Company…$2MClinica Oftalmica De La Montana, Csp Retirement PlanClinica Oftalmica De La Mont…$2MC & H Development Company Profit Sharing PlanC & H Development Company Pr…$2M
End-of-year total assets ($M) among Stewart Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Stewart Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stewart Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.540443688232422% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.99M $2.32M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 4 $2M
2024 1 5 $2M

Stewart Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$304K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN842913181
Plan Effective Date2019-09-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stewart Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600 Total assets ($M) Participants Stewart Investments, Inc. Retirement Plan, Total assets ($M): 1.993562 · Participants: 2Stewart Investments, Inc. Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 493.753919 · Participants: 2596Itron, Inc. Incentive Savings PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 468.18651 · Participants: 1613Bill & Melinda Gates Foundation Sharing Retirement PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 284.097962 · Participants: 73362SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 245.51852 · Participants: 1639Western Washington Painters Defined Contribution Pension PlanPeacehealth Southwest Medical Center Employer Contribution Plan, Total assets ($M): 173.025444 · Participants: 3089Peacehealth Southwest Medical Center Employer Contribution Plan
Stewart Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Stewart Investments, Inc. Retirement Plan side-by-side with 3 peers →

Stewart Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Binghamton Hardware & Hvac Supply Corp Profit Sharing Plan in NY ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stewart Investments, Inc. Retirement Plan assets move in 2022? ▼
Stewart Investments, Inc. Retirement Plan surged - up 556.6% during 2022, from $304K to $2M. Reported net income was $2M.
How have Stewart Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart Investments, Inc.'s sponsor-wide assets grew 16.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Stewart Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Binghamton Hardware & Hvac Supply Corp Profit Sharing Plan in NY ($2M, 23 participants).
Which Profit Sharing plans cover a similar participant headcount to Stewart Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 842913181.

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.