401(k) · DOL Form 5500 · 2023
The Douglas Stewart Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $70,872
- Avg per participant Below avg balance/head
Official DOL plan name: The Douglas Stewart Company, Inc. Employees' Benefit Plan · Sponsored by The Douglas Stewart Company, Inc. · Wisconsin · Wholesale Trade
$9M in assets, 129 participants
The Douglas Stewart Company, Inc.'s The Douglas Stewart Company, Inc. Employees' Benefit Plan reported $9M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #3,023 in Wholesale Trade (6,309 peers)
Coverage in Wisconsin
The Douglas Stewart Company, Inc. Employees' Benefit Plan covers 129 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.
- #3,023
- in Wholesale Trade (6,309 peers)
- +22.8%
- assets growth YoY
The Douglas Stewart Company, Inc. Employees' Benefit Plan's mid-pack asset rank among Wholesale Trade and all filers
The Douglas Stewart Company, Inc. Employees' Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,142,519 Top 43% higher than 57% 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
The Douglas Stewart Company, Inc. Employees' Benefit 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. The Douglas Stewart Company, Inc. Employees' Benefit Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Douglas Stewart Company, Inc. Employees' Benefit Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Douglas Stewart Company, Inc. Employees' Benefit Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- The Douglas Stewart Company, Inc. Employees' Benefit Plan reported participants rose from 122 in the plan year 2022 filing to 129 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391319459 · The Douglas Stewart Company, Inc. PY 2023 · 401(k)
The Douglas Stewart Company, Inc. Employees' Benefit Plan · $9M · 129 · 57th
- VS-ST $9M
- VS-ST 129
- VS-ST 57th
- VS-ST 401(k)
- VS-ST near Fnbmt 401(k) Plan
- VS-ST ind #3023
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 Wisconsin →
The Douglas Stewart Company, Inc. Employees' Benefit Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 391319459 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Douglas Stewart Company, Inc.)
Sponsor-wide plan assets over time
All The Douglas Stewart Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 32.265206115761494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $7M |
| 2023 | 1 | 129 | $9M |
| 2024 | 1 | 115 | $10M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
The Douglas Stewart Company, Inc. Employees' Benefit Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Fnbmt 401(k) Plan in TN ($9M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Fnbmt 401(k) Plan (TN) $9M · 141
- Community Health Services, Inc. 401(k) Plan (CT) $9M · 175
- Lap of Love Retirement Plan (FL) $9M · 468
- Medieval Times 401(k) Plan (TX) $9M · 1,484
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Agmus Ventures Retirement Plan (FL) 129 · 0 off
- Moulton Logistics Management (CA) 129 · 0 off
- Southland Envelope Company, Inc. 401(k) Profit Sharing Plan (CA) 129 · 0 off
- Pml, Inc. 401(k) Retirement Plan (TN) 129 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.