401(k) · DOL Form 5500 · 2023

The Stewart Organization, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
139
Participants Small participant base
63rd
Percentile by assets National rank
$87,340
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Stewart Organization 401(k) Partner Plan · Sponsored by The Stewart Organization, Inc. · Texas · Wholesale Trade

$12M in assets, 139 participants

The Stewart Organization, Inc.'s The Stewart Organization 401(k) Partner Plan reported $12M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,517 in Wholesale Trade (6,309 peers)

Coverage in Texas

The Stewart Organization 401(k) Partner Plan covers 139 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#3,517
in Wholesale Trade (6,309 peers)
-27.6%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Stewart Organization 401(k) Partner Plan's mid-pack asset rank among Wholesale Trade and all filers

The Stewart Organization 401(k) Partner Plan vs every filed plan by assets

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

$12,140,313 Top 37% higher than 63% 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 Stewart Organization 401(k) Partner 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 Stewart Organization 401(k) Partner Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Stewart Organization 401(k) Partner Plan end-of-year assets fell from $17M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Stewart Organization 401(k) Partner Plan reported net income fell from -$4M in the plan year 2022 filing to -$5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630812930 · The Stewart Organization, Inc. PY 2023 · 401(k)

The Stewart Organization 401(k) Partner Plan · $12M · 139 · 63rd

  • PART $12M
  • TYPE 139
  • NET 63rd
  • BOOK 401(k)
  • VS-ST near The Pareto 401(k) Plan
  • BOY ind #3517

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 Texas →

The Stewart Organization 401(k) Partner Plan in the asset neighbourhood

The Stewart Organization 401(k) Partner PlanThe Stewart Organization 401…$12MThe Pareto 401(k) Plan$12MHunsaker & Associates San Diego, Inc. 401(k) Savings PlanHunsaker & Associates San Di…$12MBloomington Pediatrics, Ltd. Employees' Profit-Sharing PlanBloomington Pediatrics, Ltd.…$12MDecision Technologies, 401(k)$12M
End-of-year total assets ($M) among The Stewart Organization 401(k) Partner Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$12M
Net Income-$5M
Employer EIN630812930
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Stewart Organization, Inc.)

Sponsor-wide plan assets over time

All The Stewart Organization, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 26.193077594256202% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $16.8M $12.4M ▼ -26.2%
Year Plans Participants Total Assets
2022 1 140 $17M
2023 1 139 $12M
2024 1 150 $12M

Nearby 401(k) Plans in Texas

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

The Stewart Organization 401(k) Partner Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Stewart Organization 401(k) Partner Plan, Total assets ($B): 0.012140313 · Participants: 139The Stewart Organization 401(k) Partner PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The Stewart Organization 401(k) Partner Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Stewart Organization 401(k) Partner Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is The Pareto 401(k) Plan in PA ($12M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Stewart Organization 401(k) Partner Plan assets move in 2023? ▼
The Stewart Organization 401(k) Partner Plan declined sharply - down 27.6% during 2023, from $17M to $12M. Reported net income was -$5M.
How have The Stewart Organization, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Stewart Organization, Inc.'s sponsor-wide assets declined 26.2%, from $17M to $12M.
Which 401(k) plans are similar in size to The Stewart Organization 401(k) Partner Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Pareto 401(k) Plan in PA ($12M, 148 participants).
Which 401(k) plans cover a similar participant headcount to The Stewart Organization 401(k) Partner Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 630812930.

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.