401(k) · DOL Form 5500 · 2022

Stew Leonard's 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
1,469
Participants Near avg headcount
92nd
Percentile by assets National rank
$63,621
Avg per participant Low balance/head
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Official DOL plan name: Stew Leonard's 401(k) Savings and Retirement Plan · Sponsored by Stew Leonard's · Connecticut · Retail Trade

$93M in assets, 1,469 participants

Stew Leonard's's Stew Leonard's 401(k) Savings and Retirement Plan reported $93M in total assets and 1,469 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #9,130 in Retail Trade (9,519 peers)

Coverage in Connecticut

Stew Leonard's 401(k) Savings and Retirement Plan covers 1,469 participants in Connecticut, 2.0x the typical Connecticut plan (state average ~718 per filing). Assets: $93M.

#9,130
in Retail Trade (9,519 peers)
-16.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stew Leonard's 401(k) Savings and Retirement Plan's outsized position by total assets

Stew Leonard's 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$93,458,701 Top 8% higher than 92% 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

Stew Leonard's 401(k) Savings and Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stew Leonard's 401(k) Savings and Retirement Plan lands in the large band (1,469 participants).

DOL schedule card

Filing strip 060691207 · Stew Leonard's PY 2022 · 401(k)

Stew Leonard's 401(k) Savings and Retirement Plan · $93M · 1,469 · 92nd

  • ASSETS $93M
  • PCT 1,469
  • EIN 92nd
  • RANK 401(k)
  • PHOTO near Island Employment Services, LLC 401(k) Profit Sharing Plan
  • IND ind #9130

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 Retail Trade retirement plans → · Plans in Connecticut →

Stew Leonard's 401(k) Savings and Retirement Plan in the asset neighbourhood

Beasley Mezzanine Holdings, LLC 401(k) PlanBeasley Mezzanine Holdings, …$93MIsland Employment Services, LLC 401(k) Profit Sharing PlanIsland Employment Services, …$93MStew Leonard's 401(k) Savings and Retirement PlanStew Leonard's 401(k) Saving…$93MBdp International, Inc. 401(k) and Profit Sharing PlanBdp International, Inc. 401(…$93MMainline Information Systems 401(k) PlanMainline Information Systems…$93M
End-of-year total assets ($M) among Stew Leonard's 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$93M
Net Income-$18M
Employer EIN060691207
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stew Leonard's)

Sponsor-wide plan assets over time

All Stew Leonard's plans reported in each filing year

Latest sponsor-wide plan assets
$142M 23.775645346648762% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $114M $142M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 1,609 $114M
2023 2 1,664 $133M
2024 2 1,749 $142M

Nearby 401(k) Plans in Connecticut

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

Stew Leonard's 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Stew Leonard's 401(k) Savings and Retirement Plan, Total assets ($B): 0.093458701 · Participants: 1469Stew Leonard's 401(k) Savings and Retirement PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Stew Leonard's 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Stew Leonard's 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Stew Leonard's 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Island Employment Services, LLC 401(k) Profit Sharing Plan in NY ($93M); by covered participants it is Spx Flow Retirement Savings Plan in NC (1,469 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,469 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 Stew Leonard's 401(k) Savings and Retirement Plan assets move in 2022? ▼
Stew Leonard's 401(k) Savings and Retirement Plan declined sharply - down 16.1% during 2022, from $111M to $93M. Reported net income was -$18M.
How have Stew Leonard's plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stew Leonard's's sponsor-wide assets grew 23.8%, from $114M to $142M.
Where does Stew Leonard's 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Stew Leonard's 401(k) Savings and Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stew Leonard's 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Island Employment Services, LLC 401(k) Profit Sharing Plan in NY ($93M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Stew Leonard's 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spx Flow Retirement Savings Plan in NC (1,469 participants, $244M 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 060691207.

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.