401(k) · DOL Form 5500 · 2023

Stewart Efi 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
196
Participants Below avg headcount
71st
Percentile by assets National rank
$93,142
Avg per participant Below avg balance/head
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Official DOL plan name: Stewart Efi 401(k) Plan · Sponsored by Stewart Efi · Connecticut · Manufacturing

$18M in assets, 196 participants

Stewart Efi's Stewart Efi 401(k) Plan reported $18M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,298 in Manufacturing (18,722 peers)

Coverage in Connecticut

Stewart Efi 401(k) Plan covers 196 participants in Connecticut, about 27% of the average Connecticut filer (state average ~718 per filing). Assets: $18M.

#11,298
in Manufacturing (18,722 peers)
+13.2%
assets growth YoY

Stewart Efi 401(k) Plan's outsized position by total assets

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

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

$18,255,844 Top 29% higher than 71% 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 Efi 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 Efi 401(k) Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stewart Efi 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stewart Efi 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Stewart Efi 401(k) Plan reported participants rose from 174 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 710918038 · Stewart Efi PY 2023 · 401(k)

Stewart Efi 401(k) Plan · $18M · 196 · 71st

  • NET $18M
  • BOOK 196
  • VS-ST 71st
  • BOY 401(k)
  • SCH near Cedar Gate Technologies 401(k) Plan
  • EBSA ind #11298

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 Manufacturing retirement plans → · Plans in Connecticut →

Stewart Efi 401(k) Plan in the asset neighbourhood

Stewart Efi 401(k) Plan$18MCedar Gate Technologies 401(k) PlanCedar Gate Technologies 401(…$18MMunicipal Credit Union 401(k) PlanMunicipal Credit Union 401(k…$18MIntelligent Waves, LLC 401(k) PlanIntelligent Waves, LLC 401(k…$18MRetirebetter Pooled Employer PlanRetirebetter Pooled Employer…$18M
End-of-year total assets ($M) among Stewart Efi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN710918038
Plan Effective Date2003-03-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart Efi)

Sponsor-wide plan assets over time

All Stewart Efi plans reported in each filing year

Latest sponsor-wide plan assets
$21M 32.1810177947396% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $21.3M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 174 $16M
2023 1 196 $18M
2024 1 196 $21M

Nearby 401(k) Plans in Connecticut

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

Stewart Efi 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stewart Efi 401(k) Plan, Total assets ($B): 0.018255844 · Participants: 196Stewart Efi 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Stewart Efi 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Stewart Efi 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Cedar Gate Technologies 401(k) Plan in TX ($18M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Efi 401(k) Plan assets move in 2023? ▼
Stewart Efi 401(k) Plan grew at a solid clip - up 13.2% during 2023, from $16M to $18M. Reported net income was $2M.
How have Stewart Efi plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart Efi's sponsor-wide assets grew 32.2%, from $16M to $21M.
Which 401(k) plans are similar in size to Stewart Efi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cedar Gate Technologies 401(k) Plan in TX ($18M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Stewart Efi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 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 710918038.

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.