Profit Sharing · DOL Form 5500 · 2023

Stewart Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$461,293
Avg per participant High balance/head
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Official DOL plan name: Stewart Investments, Inc. Retirement Plan · Sponsored by Stewart Investments, Inc. · Washington · Professional & Technical Services

$2M in assets, 4 participants

Stewart Investments, Inc.'s Stewart Investments, Inc. Retirement Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,141 in Professional & Technical Services (20,321 peers)

Stewart Investments, Inc. multi-year trail

Stewart Investments, Inc.'s plans moved +16.5% in assets from 2022 to 2024; this filing shows Stewart Investments, Inc. Retirement Plan at $2M / 4 participants.

#5,141
in Professional & Technical Services (20,321 peers)
-7.4%
assets change YoY

The plan reported a net loss of $148K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stewart Investments, Inc. Retirement Plan among the smaller filed plans by assets

Stewart Investments, Inc. Retirement Plan vs every filed plan by assets

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

$1,845,172 30th percentile higher than 30% 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 Investments, Inc. Retirement 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. Stewart Investments, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stewart Investments, Inc. Retirement Plan reported net income fell from $2M in the plan year 2022 filing to -$148K in the plan year 2023 filing.
  • Stewart Investments, Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Stewart Investments, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 842913181 · Stewart Investments, Inc. PY 2023 · Profit Sharing

Stewart Investments, Inc. Retirement Plan · $2M · 4 · 30th

  • NET $2M
  • BOOK 4
  • VS-ST 30th
  • BOY Profit Sharing
  • SCH near 3kids, Inc. Profit Sharing Plan
  • EBSA ind #5141

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 Professional & Technical Services retirement plans → · Plans in Washington →

Stewart Investments, Inc. Retirement Plan in the asset neighbourhood

Stewart Investments, Inc. Retirement PlanStewart Investments, Inc. Re…$2M3kids, Inc. Profit Sharing Plan3kids, Inc. Profit Sharing P…$2MWorld Wide Packaging & Crating of Utah, Inc. Profit Sharing PlanWorld Wide Packaging & Crati…$2MAce Hardware of Cape Haze, Inc. Retirement PlanAce Hardware of Cape Haze, I…$2MMitchell Metal Products, Inc. Profit Sharing PlanMitchell Metal Products, Inc…$2M
End-of-year total assets ($M) among Stewart Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Stewart Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stewart Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.540443688232422% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.99M $2.32M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 4 $2M
2024 1 5 $2M

Stewart Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$148K
Employer EIN842913181
Plan Effective Date2019-09-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stewart Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Stewart Investments, Inc. Retirement Plan, Total assets ($M): 1.845172 · Participants: 4Stewart Investments, Inc. Retirement PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 579.391272 · Participants: 1735Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 575.69267 · Participants: 2440Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 478.440322 · Participants: 11441Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 383.829878 · Participants: 70796SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 258.890378 · Participants: 1660Western Washington Painters Defined Contribution Pension Plan
Stewart Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Stewart Investments, Inc. Retirement Plan side-by-side with 3 peers →

Stewart Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is 3kids, Inc. Profit Sharing Plan in AL ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Investments, Inc. Retirement Plan assets move in 2023? ▼
Stewart Investments, Inc. Retirement Plan pulled back noticeably - down 7.4% during 2023, from $2M to $2M. Reported net income was -$148K.
How have Stewart Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart Investments, Inc.'s sponsor-wide assets grew 16.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Stewart Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 3kids, Inc. Profit Sharing Plan in AL ($2M, 17 participants).
Which Profit Sharing plans cover a similar participant headcount to Stewart Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 842913181.

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.