401(k) · DOL Form 5500 · 2022

Stoler of Westbury, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
291
Participants Below avg headcount
52nd
Percentile by assets National rank
$18,177
Avg per participant Low balance/head
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Official DOL plan name: Stoler of Westbury, Inc. 401(k) Plan · Sponsored by Stoler of Westbury, Inc. · New York · Retail Trade

$5M in assets, 291 participants

Stoler of Westbury, Inc.'s Stoler of Westbury, Inc. 401(k) Plan reported $5M in total assets and 291 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,839 in Retail Trade (9,519 peers)

Coverage in New York

Stoler of Westbury, Inc. 401(k) Plan covers 291 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $5M.

#5,839
in Retail Trade (9,519 peers)
-3.2%
assets change YoY

The plan reported a net loss of $176K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stoler of Westbury, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Stoler of Westbury, Inc. 401(k) Plan vs every filed plan by assets

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

$5,289,635 Top 48% higher than 52% 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

Stoler of Westbury, 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. Stoler of Westbury, Inc. 401(k) Plan sits mid-pack in the medium band (291 participants).

DOL schedule card

Filing strip 453183725 · Stoler of Westbury, Inc. PY 2022 · 401(k)

Stoler of Westbury, Inc. 401(k) Plan · $5M · 291 · 52nd

  • RANK $5M
  • PHOTO 291
  • IND 52nd
  • EOY 401(k)
  • 5500 near Poseidon Barge Ltd 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #5839

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 New York →

Stoler of Westbury, Inc. 401(k) Plan in the asset neighbourhood

Stoler of Westbury, Inc. 401(k) PlanStoler of Westbury, Inc. 401…$5MPoseidon Barge Ltd 401(k) Profit Sharing Plan & TrustPoseidon Barge Ltd 401(k) Pr…$5MAristacare Mep 401(k) Plan$5MCapital Southwest Corporation Employee Savings PlanCapital Southwest Corporatio…$5MMontereau, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Stoler of Westbury, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$176K
Employer EIN453183725
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoler of Westbury, Inc.)

Sponsor-wide plan assets over time

All Stoler of Westbury, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 50.8889365712379% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.29M $7.98M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 291 $5M
2023 1 290 $7M
2024 1 258 $8M

Nearby 401(k) Plans in New York

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

Stoler of Westbury, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stoler of Westbury, Inc. 401(k) Plan, Total assets ($B): 0.005289635 · Participants: 291Stoler of Westbury, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Stoler of Westbury, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Stoler of Westbury, Inc. 401(k) Plan side-by-side with 3 peers →

Stoler of Westbury, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Poseidon Barge Ltd 401(k) Profit Sharing Plan & Trust in IN ($5M); by covered participants it is Briggs & Veselka Co. 401(k) Retirement Plan in TX (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Stoler of Westbury, Inc. 401(k) Plan assets move in 2022? ▼
Stoler of Westbury, Inc. 401(k) Plan edged down modestly - down 3.2% during 2022, from $5M to $5M. Reported net income was -$176K.
How have Stoler of Westbury, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoler of Westbury, Inc.'s sponsor-wide assets grew 50.9%, from $5M to $8M.
Which 401(k) plans are similar in size to Stoler of Westbury, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Poseidon Barge Ltd 401(k) Profit Sharing Plan & Trust in IN ($5M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Stoler of Westbury, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Briggs & Veselka Co. 401(k) Retirement Plan in TX (291 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 453183725.

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.