401(k) · DOL Form 5500 · 2022
STUARTCO 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 297
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $27,274
- Avg per participant Low balance/head
Official DOL plan name: Stuartco 401(k) Profit Sharing Plan · Sponsored by STUARTCO · Minnesota · Real Estate
$8M in assets, 297 participants
STUARTCO's Stuartco 401(k) Profit Sharing Plan reported $8M in total assets and 297 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #3,875 in Real Estate (5,057 peers)
Coverage in Minnesota
Stuartco 401(k) Profit Sharing Plan covers 297 participants in Minnesota, about 26% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.
- #3,875
- in Real Estate (5,057 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stuartco 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Stuartco 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,100,452 Top 39% higher than 61% 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
Stuartco 401(k) Profit Sharing 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. Stuartco 401(k) Profit Sharing Plan sits mid-pack in the medium band (297 participants).
EBSA filing schedule strip
Filing strip 411766226 · STUARTCO PY 2022 · 401(k)
Stuartco 401(k) Profit Sharing Plan · $8M · 297 · 61st
- ASSETS $8M
- PCT 297
- EIN 61st
- RANK 401(k)
- PHOTO near Chc Technology, LLC 401(k) Profit Sharing Plan
- IND ind #3875
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 Minnesota →
Stuartco 401(k) Profit Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 411766226 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (STUARTCO)
Sponsor-wide plan assets over time
All STUARTCO plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 38.58153841291819% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 297 | $8M |
| 2023 | 1 | 275 | $10M |
| 2024 | 1 | 209 | $11M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Stuartco 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Chc Technology, LLC 401(k) Profit Sharing Plan in GA ($8M); by covered participants it is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (297 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.