401(k) · DOL Form 5500 · 2023
Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $34,723
- Avg per participant Low balance/head
Official DOL plan name: Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota · Sponsored by Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach · Florida · Retail Trade
$5M in assets, 146 participants
Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach's Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota reported $5M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #4,638 in Retail Trade (8,414 peers)
Coverage in Florida
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota covers 146 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $5M.
- #4,638
- in Retail Trade (8,414 peers)
- +16.9%
- assets growth YoY
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota's mid-pack asset rank among Retail Trade and all filers
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,069,575 45th percentile higher than 45% 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
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota 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. Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota reported net income rose from -$376K in the plan year 2022 filing to $733K in the plan year 2023 filing.
- Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota reported participants rose from 140 in the plan year 2022 filing to 146 in the plan year 2023 filing.
DOL schedule card
Filing strip 591556109 · Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach PY 2023 · 401(k)
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota · $5M · 146 · 45th
- 5500 $5M
- ASSETS 146
- PCT 45th
- EIN 401(k)
- RANK near Afiniti 401(k) Plan
- PHOTO ind #4638
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 Florida →
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $733K |
| Employer EIN | 591556109 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach)
Sponsor-wide plan assets over time
All Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 45.4151744604246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $4M |
| 2023 | 1 | 146 | $5M |
| 2024 | 1 | 157 | $6M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Afiniti 401(k) Plan in DC ($5M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Afiniti 401(k) Plan (DC) $5M · 184
- Coda, Inc. 401(k) Plan (OR) $5M · 178
- Wholesale Management 401(k) Profit Sharing Plan (CA) $5M · 15
- Harris Kocher Engineering Group, Inc. 401(k) (CO) $5M · 140
Similar participant headcount
Nearest other-state filings by covered participants (146 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.