401(k) · DOL Form 5500 · 2022

Steuart Investment Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
12
Participants Small participant base
73rd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Steuart Investment Company 401(k) Plan · Sponsored by Steuart Investment Company · Maryland · Real Estate

$15M in assets, 12 participants

Steuart Investment Company's Steuart Investment Company 401(k) Plan reported $15M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,352 in Real Estate (5,057 peers)

Steuart Investment Company multi-year trail

Steuart Investment Company's plans moved +30.0% in assets from 2022 to 2024; this filing shows Steuart Investment Company 401(k) Plan at $15M / 12 participants.

#4,352
in Real Estate (5,057 peers)
-19.2%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steuart Investment Company 401(k) Plan's outsized position by total assets

Steuart Investment Company 401(k) Plan vs every filed plan by assets

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

$15,176,449 Top 27% higher than 73% 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

Steuart Investment Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steuart Investment Company 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 530257200 · Steuart Investment Company PY 2022 · 401(k)

Steuart Investment Company 401(k) Plan · $15M · 12 · 73rd

  • BOOK $15M
  • BOOK 12
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Crystal Finishing Systems, Inc. 401(k) Plan
  • BOOK ind #4352

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 Real Estate retirement plans → · Plans in Maryland →

Steuart Investment Company 401(k) Plan in the asset neighbourhood

Steuart Investment Company 401(k) PlanSteuart Investment Company 4…$15MCrystal Finishing Systems, Inc. 401(k) PlanCrystal Finishing Systems, I…$15MScott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & TrustScott P. Leary, M.D., Inc. 4…$15MNewell Coach Corporation Employee's Savings & Profit Sharing PlanNewell Coach Corporation Emp…$15MPatreon 401(k) Plan$15M
End-of-year total assets ($M) among Steuart Investment Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Steuart Investment Company multi-year asset trail

Sponsor-wide plan assets over time

All Steuart Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$20M 29.973335659744908% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.2M $19.7M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 12 $15M
2023 1 12 $18M
2024 1 12 $20M

Steuart Investment Company filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN530257200
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Steuart Investment Company 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Steuart Investment Company 401(k) Plan, Total assets ($B): 0.015176449 · Participants: 12Steuart Investment Company 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Steuart Investment Company 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Steuart Investment Company 401(k) Plan side-by-side with 3 peers →

Steuart Investment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Crystal Finishing Systems, Inc. 401(k) Plan in WI ($15M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

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 Steuart Investment Company 401(k) Plan assets move in 2022? ▼
Steuart Investment Company 401(k) Plan declined sharply - down 19.2% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Steuart Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steuart Investment Company's sponsor-wide assets grew 30.0%, from $15M to $20M.
Which 401(k) plans are similar in size to Steuart Investment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crystal Finishing Systems, Inc. 401(k) Plan in WI ($15M, 773 participants).
Which 401(k) plans cover a similar participant headcount to Steuart Investment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A 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 530257200.

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.