401(k) · DOL Form 5500 · 2022
Brian W. Stewart & Associates 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 208
- Participants Below avg headcount
- 30th
- Percentile by assets National rank
- $7,443
- Avg per participant Low balance/head
Official DOL plan name: Stewart & Associates Inc. 401(k) Plan · Sponsored by Brian W. Stewart & Associates · Illinois · Professional & Technical Services
$2M in assets, 208 participants
Brian W. Stewart & Associates's Stewart & Associates Inc. 401(k) Plan reported $2M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,721 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Stewart & Associates Inc. 401(k) Plan covers 208 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $2M.
- #5,721
- in Professional & Technical Services (21,562 peers)
- -21.4%
- assets change YoY
The plan reported a net loss of $422K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stewart & Associates Inc. 401(k) Plan among the smaller filed plans by assets
Stewart & Associates Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,548,079 30th percentile higher than 30% 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
Stewart & Associates Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stewart & Associates Inc. 401(k) Plan sits mid-pack in the medium band (208 participants).
Published 5500 schedule card
Filing strip 363672447 · Brian W. Stewart & Associates PY 2022 · 401(k)
Stewart & Associates Inc. 401(k) Plan · $2M · 208 · 30th
- VS-ST $2M
- VS-ST 208
- VS-ST 30th
- VS-ST 401(k)
- VS-ST near Highland-Clarksburg Hospital Retirement Plan
- VS-ST ind #5721
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 Illinois →
Stewart & Associates Inc. 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$422K |
| Employer EIN | 363672447 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Stewart & Associates Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Highland-Clarksburg Hospital Retirement Plan in WV ($2M); by covered participants it is Markforged, Inc Retirement Plan in MA (208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.
- Markforged, Inc Retirement Plan (MA) 208 · 0 off
- 3-G Construction Co., Inc. 401(k) Plan (AZ) 208 · 0 off
- Accutec Blades, Inc. 401(k) Plan (VA) 208 · 0 off
- Narvar 401(k) Plan (CA) 208 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.