401(k) · DOL Form 5500 · 2022
Inverso & Stewart, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $200,531
- Avg per participant Above avg balance/head
Official DOL plan name: Inverso & Stewart Savings & Investment Plan · Sponsored by Inverso & Stewart, LLC · New Jersey · Professional & Technical Services
$1M in assets, 6 participants
Inverso & Stewart, LLC's Inverso & Stewart Savings & Investment Plan reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #5,000 in Professional & Technical Services (21,562 peers)
Inverso & Stewart, LLC multi-year trail
Inverso & Stewart, LLC's plans moved +55.2% in assets from 2022 to 2024; this filing shows Inverso & Stewart Savings & Investment Plan at $1M / 6 participants.
- #5,000
- in Professional & Technical Services (21,562 peers)
- -28.8%
- assets change YoY
The plan reported a net loss of $488K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Inverso & Stewart Savings & Investment Plan among the smaller filed plans by assets
Inverso & Stewart Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,203,184 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Inverso & Stewart Savings & Investment 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. Inverso & Stewart Savings & Investment Plan is a micro filing (6 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 222927045 · Inverso & Stewart, LLC PY 2022 · 401(k)
Inverso & Stewart Savings & Investment Plan · $1M · 6 · 27th
- BOOK $1M
- BOOK 6
- BOOK 27th
- BOOK 401(k)
- BOOK near Recap 401(k) Retirement Plan
- BOOK ind #5000
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
Inverso & Stewart Savings & Investment Plan in the asset neighbourhood
Inverso & Stewart, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Inverso & Stewart, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 55.17626564183035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 4 | $2M |
Inverso & Stewart, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$488K |
| Employer EIN | 222927045 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Inverso & Stewart Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Recap 401(k) Retirement Plan in NY ($1M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.