401(k) · DOL Form 5500 · 2023

Stoler of Westbury, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 290
Participants Below avg headcount: 51st
Percentile by assets National rank: $23,747
Avg per participant Low balance/head

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Official DOL plan name: Stoler of Westbury, Inc. 401(k) Plan · Sponsored by Stoler of Westbury, Inc. · New York · Retail Trade

$7M in assets, 290 participants

Stoler of Westbury, Inc.'s Stoler of Westbury, Inc. 401(k) Plan reported $7M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#5,125 in Retail Trade (8,414 peers)

Coverage in New York

Stoler of Westbury, Inc. 401(k) Plan covers 290 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $7M.

#5,125
in Retail Trade (8,414 peers): +30.2%
assets growth YoY

Stoler of Westbury, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Stoler of Westbury, Inc. 401(k) Plan vs every filed plan by assets

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

$6,886,705 Top 49% higher than 51% 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

Stoler of Westbury, Inc. 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. Stoler of Westbury, Inc. 401(k) Plan sits mid-pack in the medium band (290 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Stoler of Westbury, Inc. 401(k) Plan reported net income rose from -$176K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Stoler of Westbury, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453183725 · Stoler of Westbury, Inc. PY 2023 · 401(k)

Stoler of Westbury, Inc. 401(k) Plan · $7M · 290 · 51st

ASSETS $7M
PCT 290
EIN 51st
RANK 401(k)
PHOTO near Optronics International, LLC Employees Savings Trust
IND ind #5125

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 New York →

End-of-year total assets ($M) among Stoler of Westbury, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	453183725
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Stoler of Westbury, Inc.)

Latest sponsor-wide plan assets: $8M 50.8889365712379% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	291	$5M
2023	1	290	$7M
2024	1	258	$8M

Nearby 401(k) Plans in New York

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

Stoler of Westbury, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Stoler of Westbury, Inc. 401(k) Plan side-by-side with 3 peers →

Stoler of Westbury, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Optronics International, LLC Employees Savings Trust in OK ($7M); by covered participants it is Tireman/World Tire 401(k) Plan in OH (290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Optronics International, LLC Employees Savings Trust (OK) $7M · 156
Corporate Air 401(k) Plan (MT) $7M · 76
Sky Solutions LLC 401(k) P/S Plan (VA) $7M · 115
Kelsey National Corporation Retirement Plan (CA) $7M · 22

Similar participant headcount

Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.

Tireman/World Tire 401(k) Plan (OH) 290 · 0 off
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust (IN) 290 · 0 off
York Wallcoverings, Inc. 401(k) Profit Sharing Plan (PA) 290 · 0 off
Fenner Dunlop Retirement and Savings Plan (PA) 290 · 0 off

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 Stoler of Westbury, Inc. 401(k) Plan assets move in 2023? ▼

Stoler of Westbury, Inc. 401(k) Plan surged - up 30.2% during 2023, from $5M to $7M. Reported net income was $2M.

How have Stoler of Westbury, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stoler of Westbury, Inc.'s sponsor-wide assets grew 50.9%, from $5M to $8M.

Which 401(k) plans are similar in size to Stoler of Westbury, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Optronics International, LLC Employees Savings Trust in OK ($7M, 156 participants).

Which 401(k) plans cover a similar participant headcount to Stoler of Westbury, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Tireman/World Tire 401(k) Plan in OH (290 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 453183725.