401(k) · DOL Form 5500 · 2023
Steuart Investment Company 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Steuart Investment Company 401(k) Plan · Sponsored by Steuart Investment Company · Maryland · Real Estate
$18M in assets, 12 participants
Steuart Investment Company's Steuart Investment Company 401(k) Plan reported $18M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #4,021 in Real Estate (4,727 peers)
Steuart Investment Company multi-year trail
Steuart Investment Company's plans moved +30.0% in assets from 2022 to 2024; this filing shows Steuart Investment Company 401(k) Plan at $18M / 12 participants.
- #4,021
- in Real Estate (4,727 peers)
- +17.0%
- assets growth YoY
Steuart Investment Company 401(k) Plan's outsized position by total assets
Steuart Investment Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,754,665 Top 30% higher than 70% 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
Steuart Investment Company 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steuart Investment Company 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Steuart Investment Company 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Steuart Investment Company 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
DOL schedule card
Filing strip 530257200 · Steuart Investment Company PY 2023 · 401(k)
Steuart Investment Company 401(k) Plan · $18M · 12 · 70th
- PART $18M
- PART 12
- PART 70th
- PART 401(k)
- PART near Gardner, Inc. 401(k) Profit Sharing Plan
- PART ind #4021
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 Maryland →
Steuart Investment Company 401(k) Plan in the asset neighbourhood
Steuart Investment Company multi-year asset trail
Sponsor-wide plan assets over time
All Steuart Investment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 29.973335659744908% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $15M |
| 2023 | 1 | 12 | $18M |
| 2024 | 1 | 12 | $20M |
Steuart Investment Company filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 530257200 |
| Plan Effective Date | 1987-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Steuart Investment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Gardner, Inc. 401(k) Profit Sharing Plan in OH ($18M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Gardner, Inc. 401(k) Profit Sharing Plan (OH) $18M · 408
- Ss8 Networks 401(k) Plan (CA) $18M · 57
- Carr Properties 401(k) Retirement Plan (DC) $18M · 140
- The Lodgeworks 401(k) Plan (KS) $18M · 650
Similar participant headcount
Nearest other-state filings by covered participants (12 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.