401(k) · DOL Form 5500 · 2022

Stewart & Tate, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
179
Participants Small participant base
79th
Percentile by assets National rank
$130,349
Avg per participant Near avg balance/head
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Official DOL plan name: Stewart & Tate Employees Profit Sharing Plan · Sponsored by Stewart & Tate, Inc. · Pennsylvania · Construction

$23M in assets, 179 participants

Stewart & Tate, Inc.'s Stewart & Tate Employees Profit Sharing Plan reported $23M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,808 in Construction (9,927 peers)

Coverage in Pennsylvania

Stewart & Tate Employees Profit Sharing Plan covers 179 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#7,808
in Construction (9,927 peers)
-14.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stewart & Tate Employees Profit Sharing Plan's outsized position by total assets

Stewart & Tate Employees Profit Sharing Plan vs every filed plan by assets

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

$23,332,443 Top 21% higher than 79% 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 & Tate Employees 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. Stewart & Tate Employees Profit Sharing Plan sits mid-pack in the medium band (179 participants).

Form 5500 schedule snapshot

Filing strip 231624612 · Stewart & Tate, Inc. PY 2022 · 401(k)

Stewart & Tate Employees Profit Sharing Plan · $23M · 179 · 79th

  • VS-ST $23M
  • VS-ST 179
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Cgs Industries, Inc. Retirement Trust
  • VS-ST ind #7808

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 Construction retirement plans → · Plans in Pennsylvania →

Stewart & Tate Employees Profit Sharing Plan in the asset neighbourhood

Ds Graphics Employee Savings 401(k) PlanDs Graphics Employee Savings…$23MStewart & Tate Employees Profit Sharing PlanStewart & Tate Employees Pro…$23MCgs Industries, Inc. Retirement TrustCgs Industries, Inc. Retirem…$23MKunes Retirement Plan$23MGeneral Plastics Manufacturing Company 401(k) Savings PlanGeneral Plastics Manufacturi…$23M
End-of-year total assets ($M) among Stewart & Tate Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN231624612
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart & Tate, Inc.)

Sponsor-wide plan assets over time

All Stewart & Tate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 19.738366016794725% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.3M $27.9M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 179 $23M
2023 1 168 $26M
2024 1 181 $28M

Nearby 401(k) Plans in Pennsylvania

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

Stewart & Tate Employees Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Stewart & Tate Employees Profit Sharing Plan, Total assets ($B): 0.023332443 · Participants: 179Stewart & Tate Employees Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Stewart & Tate Employees Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stewart & Tate Employees Profit Sharing Plan side-by-side with 3 peers →

Stewart & Tate Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cgs Industries, Inc. Retirement Trust in NY ($23M); by covered participants it is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (179 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 & Tate Employees Profit Sharing Plan assets move in 2022? ▼
Stewart & Tate Employees Profit Sharing Plan pulled back noticeably - down 14.5% during 2022, from $27M to $23M. Reported net income was -$4M.
How have Stewart & Tate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart & Tate, Inc.'s sponsor-wide assets grew 19.7%, from $23M to $28M.
Where does Stewart & Tate Employees Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stewart & Tate Employees Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stewart & Tate Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cgs Industries, Inc. Retirement Trust in NY ($23M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Stewart & Tate Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 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 231624612.

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.