Profit Sharing · DOL Form 5500 · 2023
Dwight L. Stewart, Jr. & Associates Profit Sharing Plan
Data updated 2026-08-25
- $835K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $278,337
- Avg per participant High balance/head
Official DOL plan name: Dwight L. Stewart, Jr. & Associates Profit Sharing Plan · Sponsored by Dwight L. Stewart, Jr. & Associates · South Carolina · Real Estate
$835K in assets, 3 participants
Dwight L. Stewart, Jr. & Associates's Dwight L. Stewart, Jr. & Associates Profit Sharing Plan reported $835K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,815 in Real Estate (4,727 peers)
Dwight L. Stewart, Jr. & Associates multi-year trail
Dwight L. Stewart, Jr. & Associates's plans moved +11.7% in assets from 2022 to 2024; this filing shows Dwight L. Stewart, Jr. & Associates Profit Sharing Plan at $835K / 3 participants.
- #1,815
- in Real Estate (4,727 peers)
- +7.0%
- assets growth YoY
Dwight L. Stewart, Jr. & Associates Profit Sharing Plan among the smaller filed plans by assets
Dwight L. Stewart, Jr. & Associates Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$835,011 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dwight L. Stewart, Jr. & Associates Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dwight L. Stewart, Jr. & Associates Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dwight L. Stewart, Jr. & Associates Profit Sharing Plan reported net income fell from $158K in the plan year 2022 filing to $55K in the plan year 2023 filing.
- Dwight L. Stewart, Jr. & Associates Profit Sharing Plan end-of-year assets rose from $780K in the plan year 2022 filing to $835K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 571113324 · Dwight L. Stewart, Jr. & Associates PY 2023 · Profit Sharing
Dwight L. Stewart, Jr. & Associates Profit Sharing Plan · $835K · 3 · 22nd
- EBSA $835K
- PART 3
- TYPE 22nd
- NET Profit Sharing
- BOOK near Mccarthy Automotive, Inc. Retirement Plan
- VS-ST ind #1815
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 South Carolina →
Dwight L. Stewart, Jr. & Associates Profit Sharing Plan in the asset neighbourhood
Dwight L. Stewart, Jr. & Associates multi-year asset trail
Sponsor-wide plan assets over time
All Dwight L. Stewart, Jr. & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $872K 11.741398759165257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $780K |
| 2023 | 1 | 3 | $835K |
| 2024 | 1 | 3 | $872K |
Dwight L. Stewart, Jr. & Associates filing trail (2023)
| Total Assets (Beginning of Year) | $780K |
|---|---|
| Net Assets (End of Year) | $835K |
| Net Income | $55K |
| Employer EIN | 571113324 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Prisma Health Retirement Savings Plan $1.9B · 28,745
- Uma Retirement Plan $756M · 2,510
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $222M · 2,301
- Scansource, Inc. 401(k) Plan $216M · 1,515
- Usc School of Medicine Educational Trust Retirement Plan $45M · 197
Dwight L. Stewart, Jr. & Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Mccarthy Automotive, Inc. Retirement Plan in FL ($835K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($835K here).
- Mccarthy Automotive, Inc. Retirement Plan (FL) $835K · 1
- Riley Entertainment Inc Profit Sharing Plan (NY) $835K · 4
- Two Herons' Farm Inc Retirement Plan (NC) $835K · 1
- Prime Dq, Inc. Retirement Plan (WA) $835K · 7
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.