401(k) · DOL Form 5500 · 2023

Stewart Candy Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
187
Participants Below avg headcount
60th
Percentile by assets National rank
$56,639
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stewart Candy Company 401(k) Plan · Sponsored by Stewart Candy Company · Georgia · Wholesale Trade

$11M in assets, 187 participants

Stewart Candy Company's Stewart Candy Company 401(k) Plan reported $11M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,302 in Wholesale Trade (6,309 peers)

Coverage in Georgia

Stewart Candy Company 401(k) Plan covers 187 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.

#3,302
in Wholesale Trade (6,309 peers)
+21.9%
assets growth YoY

Stewart Candy Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Stewart Candy Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,591,439 Top 40% higher than 60% of 127,068 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 2023

Stewart Candy Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stewart Candy Company 401(k) Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stewart Candy Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stewart Candy Company 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Stewart Candy Company 401(k) Plan reported participants rose from 167 in the plan year 2022 filing to 187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 580953300 · Stewart Candy Company PY 2023 · 401(k)

Stewart Candy Company 401(k) Plan · $11M · 187 · 60th

  • IND $11M
  • IND 187
  • IND 60th
  • IND 401(k)
  • IND near Modcomp, Inc. Investment and Retirement Plan
  • IND ind #3302

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 Wholesale Trade retirement plans → · Plans in Georgia →

Stewart Candy Company 401(k) Plan in the asset neighbourhood

Stewart Candy Company 401(k) PlanStewart Candy Company 401(k)…$11MModcomp, Inc. Investment and Retirement PlanModcomp, Inc. Investment and…$11MGlobality, Inc. 401(k) Plan$11MAsu & Associates, a California Partnership 401(k) Profit Sharing PlanAsu & Associates, a Californ…$11MPci Synthesis 401(k) Retirement PlanPci Synthesis 401(k) Retirem…$11M
End-of-year total assets ($M) among Stewart Candy Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN580953300
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart Candy Company)

Sponsor-wide plan assets over time

All Stewart Candy Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.52001652746079% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.69M $12.2M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 167 $9M
2023 1 187 $11M
2024 1 198 $12M

Nearby 401(k) Plans in Georgia

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

Stewart Candy Company 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Stewart Candy Company 401(k) Plan, Total assets ($B): 0.010591439 · Participants: 187Stewart Candy Company 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Stewart Candy Company 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Stewart Candy Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Modcomp, Inc. Investment and Retirement Plan in FL ($11M); by covered participants it is The Infosoft Group Retirement Plan in WI (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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.

Frequently Asked Questions

How did Stewart Candy Company 401(k) Plan assets move in 2023?
Stewart Candy Company 401(k) Plan grew sharply - up 21.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Stewart Candy Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Stewart Candy Company's sponsor-wide assets grew 40.5%, from $9M to $12M.
Which 401(k) plans are similar in size to Stewart Candy Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Modcomp, Inc. Investment and Retirement Plan in FL ($11M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Stewart Candy Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Infosoft Group Retirement Plan in WI (187 participants, N/A in assets).