401(k) · DOL Form 5500 · 2023

The John Stewart Company 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
1,496
Participants Near avg headcount
87th
Percentile by assets National rank
$38,637
Avg per participant Low balance/head
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Official DOL plan name: The John Stewart Company 401(k) Plan · Sponsored by The John Stewart Company · California · Real Estate

$58M in assets, 1,496 participants

The John Stewart Company's The John Stewart Company 401(k) Plan reported $58M in total assets and 1,496 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,507 in Real Estate (4,727 peers)

Coverage in California

The John Stewart Company 401(k) Plan covers 1,496 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $58M.

#4,507
in Real Estate (4,727 peers)
+20.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The John Stewart Company 401(k) Plan's outsized position by total assets

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

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

$57,801,558 Top 13% higher than 87% 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

The John Stewart Company 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The John Stewart Company 401(k) Plan lands in the large band (1,496 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The John Stewart Company 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The John Stewart Company 401(k) Plan end-of-year assets rose from $48M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • The John Stewart Company 401(k) Plan reported participants rose from 1,408 in the plan year 2022 filing to 1,496 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942477073 · The John Stewart Company PY 2023 · 401(k)

The John Stewart Company 401(k) Plan · $58M · 1,496 · 87th

  • EIN $58M
  • RANK 1,496
  • PHOTO 87th
  • IND 401(k)
  • EOY near United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan
  • 5500 ind #4507

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 California →

The John Stewart Company 401(k) Plan in the asset neighbourhood

Ind Acct Plan for the Oregon Sheet Metal WorkersInd Acct Plan for the Oregon…$58MMaupin, Cox, & Legoy Profit Sharing PlanMaupin, Cox, & Legoy Profit …$58MBeasley, Allen, Crow, Methvin, Portis & Miles, PC 401(k) Profit Sharing PlanBeasley, Allen, Crow, Methvi…$58MThe John Stewart Company 401(k) PlanThe John Stewart Company 401…$58MUnited Mine Workers of America 1974 Pension Trust Employees' 401(k) PlanUnited Mine Workers of Ameri…$58M
End-of-year total assets ($M) among The John Stewart Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$58M
Net Income$10M
Employer EIN942477073
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The John Stewart Company)

Sponsor-wide plan assets over time

All The John Stewart Company plans reported in each filing year

Latest sponsor-wide plan assets
$67M 38.93378746339888% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $47.9M $66.6M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 1,408 $48M
2023 1 1,496 $58M
2024 1 1,510 $67M

Nearby 401(k) Plans in California

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

The John Stewart Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The John Stewart Company 401(k) Plan, Total assets ($B): 0.057801558 · Participants: 1496The John Stewart Company 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The John Stewart Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The John Stewart Company 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan in DC ($58M); by covered participants it is The Honey Baked Ham Company, LLC 401(k) Plan and Trust in GA (1,496 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,496 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 The John Stewart Company 401(k) Plan assets move in 2023? ▼
The John Stewart Company 401(k) Plan grew sharply - up 20.6% during 2023, from $48M to $58M. Reported net income was $10M.
How have The John Stewart Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The John Stewart Company's sponsor-wide assets grew 38.9%, from $48M to $67M.
Where does The John Stewart Company 401(k) Plan rank by assets among Form 5500 filers? ▼
The John Stewart Company 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The John Stewart Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan in DC ($58M, 138 participants).
Which 401(k) plans cover a similar participant headcount to The John Stewart Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Honey Baked Ham Company, LLC 401(k) Plan and Trust in GA (1,496 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942477073.

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.