401(k) · DOL Form 5500 · 2023

STUARTCO 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
275
Participants Below avg headcount
58th
Percentile by assets National rank
$35,524
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stuartco 401(k) Profit Sharing Plan · Sponsored by STUARTCO · Minnesota · Real Estate

$10M in assets, 275 participants

STUARTCO's Stuartco 401(k) Profit Sharing Plan reported $10M in total assets and 275 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,569 in Real Estate (4,727 peers)

Coverage in Minnesota

Stuartco 401(k) Profit Sharing Plan covers 275 participants in Minnesota, about 24% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#3,569
in Real Estate (4,727 peers)
+20.6%
assets growth YoY

Stuartco 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Stuartco 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,768,990 Top 42% higher than 58% 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

Stuartco 401(k) Profit Sharing 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. Stuartco 401(k) Profit Sharing Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stuartco 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stuartco 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Stuartco 401(k) Profit Sharing Plan reported participants fell from 297 in the plan year 2022 filing to 275 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411766226 · STUARTCO PY 2023 · 401(k)

Stuartco 401(k) Profit Sharing Plan · $10M · 275 · 58th

  • BOY $10M
  • BOY 275
  • BOY 58th
  • BOY 401(k)
  • BOY near Nfi 401(k) Plan
  • BOY ind #3569

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 Real Estate retirement plans → · Plans in Minnesota →

Stuartco 401(k) Profit Sharing Plan in the asset neighbourhood

Stuartco 401(k) Profit Sharing PlanStuartco 401(k) Profit Shari…$10MNfi 401(k) Plan$10MCelebrate the Children, Inc. Safe Harbor 401(k) PlanCelebrate the Children, Inc.…$10MMission North, Inc. 401(k) PlanMission North, Inc. 401(k) P…$10MRunbeck Companies 401 (K) Profit Sharing PlanRunbeck Companies 401 (K) Pr…$10M
End-of-year total assets ($M) among Stuartco 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN411766226
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (STUARTCO)

Sponsor-wide plan assets over time

All STUARTCO plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.58153841291819% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.1M $11.2M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 297 $8M
2023 1 275 $10M
2024 1 209 $11M

Nearby 401(k) Plans in Minnesota

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

Stuartco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Stuartco 401(k) Profit Sharing Plan, Total assets ($B): 0.00976899 · Participants: 275Stuartco 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Stuartco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Stuartco 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stuartco 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Nfi 401(k) Plan in NY ($10M); by covered participants it is Centrus Savings Program in MD (275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Stuartco 401(k) Profit Sharing Plan assets move in 2023? ▼
Stuartco 401(k) Profit Sharing Plan grew sharply - up 20.6% during 2023, from $8M to $10M. Reported net income was $2M.
How have STUARTCO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), STUARTCO's sponsor-wide assets grew 38.6%, from $8M to $11M.
Which 401(k) plans are similar in size to Stuartco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nfi 401(k) Plan in NY ($10M, 337 participants).
Which 401(k) plans cover a similar participant headcount to Stuartco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centrus Savings Program in MD (275 participants, $198M 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 411766226.

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.