401(k) · DOL Form 5500 · 2022

Stewart Home & School, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
128
Participants Small participant base
64th
Percentile by assets National rank
$74,164
Avg per participant Below avg balance/head
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Official DOL plan name: Stewart Home & School, LLC Retirement Plan · Sponsored by Stewart Home & School, LLC · Kentucky · Healthcare & Social Assistance

$9M in assets, 128 participants

Stewart Home & School, LLC's Stewart Home & School, LLC Retirement Plan reported $9M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,906 in Healthcare & Social Assistance (20,060 peers)

Coverage in Kentucky

Stewart Home & School, LLC Retirement Plan covers 128 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $9M.

#13,906
in Healthcare & Social Assistance (20,060 peers)
-20.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stewart Home & School, LLC Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stewart Home & School, LLC Retirement Plan vs every filed plan by assets

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

$9,492,949 Top 36% higher than 64% 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

Stewart Home & School, LLC Retirement 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 Home & School, LLC Retirement Plan sits mid-pack in the medium band (128 participants).

Form 5500 schedule snapshot

Filing strip 610715171 · Stewart Home & School, LLC PY 2022 · 401(k)

Stewart Home & School, LLC Retirement Plan · $9M · 128 · 64th

  • SCH $9M
  • SCH 128
  • SCH 64th
  • SCH 401(k)
  • SCH near Healthcrest Surgical 401(k) Plan
  • SCH ind #13906

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Stewart Home & School, LLC Retirement Plan in the asset neighbourhood

Stewart Home & School, LLC Retirement PlanStewart Home & School, LLC R…$9MHealthcrest Surgical 401(k) PlanHealthcrest Surgical 401(k) …$9MJeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing PlanJeffrey E. Donfeld, a Profes…$9MRivervest Venture Management, LLC Profit Sharing PlanRivervest Venture Management…$9MIradimed Corporation 401(k) Profit Sharing Plan TrustIradimed Corporation 401(k) …$9M
End-of-year total assets ($M) among Stewart Home & School, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN610715171
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart Home & School, LLC)

Sponsor-wide plan assets over time

All Stewart Home & School, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 33.3797958885063% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.49M $12.7M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 128 $9M
2023 1 149 $11M
2024 1 154 $13M

Nearby 401(k) Plans in Kentucky

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

Stewart Home & School, LLC Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Stewart Home & School, LLC Retirement Plan, Total assets ($B): 0.009492949 · Participants: 128Stewart Home & School, LLC Retirement PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Stewart Home & School, LLC Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Stewart Home & School, LLC Retirement Plan side-by-side with 3 peers →

Stewart Home & School, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Healthcrest Surgical 401(k) Plan in OK ($9M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Stewart Home & School, LLC Retirement Plan assets move in 2022? ▼
Stewart Home & School, LLC Retirement Plan declined sharply - down 20.7% during 2022, from $12M to $9M. Reported net income was -$2M.
How have Stewart Home & School, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart Home & School, LLC's sponsor-wide assets grew 33.4%, from $9M to $13M.
Which 401(k) plans are similar in size to Stewart Home & School, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healthcrest Surgical 401(k) Plan in OK ($9M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Stewart Home & School, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 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 610715171.

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.