401(k) · DOL Form 5500 · 2023

Stewart-Macdonald Mfg. Co., Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
119
Participants Small participant base
49th
Percentile by assets National rank
$54,599
Avg per participant Low balance/head
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Official DOL plan name: Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan · Sponsored by Stewart-Macdonald Mfg. Co., Inc. · Ohio · Retail Trade

$6M in assets, 119 participants

Stewart-Macdonald Mfg. Co., Inc.'s Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan reported $6M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,030 in Retail Trade (8,414 peers)

Coverage in Ohio

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan covers 119 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#5,030
in Retail Trade (8,414 peers)
+22.0%
assets growth YoY

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$6,497,275 49th percentile higher than 49% 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-Macdonald Mfg. Co., Inc. 401(k) Retirement 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-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan reported participants rose from 114 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310783143 · Stewart-Macdonald Mfg. Co., Inc. PY 2023 · 401(k)

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan · $6M · 119 · 49th

  • RANK $6M
  • PHOTO 119
  • IND 49th
  • EOY 401(k)
  • 5500 near Madison Resources Funding 401(k) Plan
  • ASSETS ind #5030

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 Ohio →

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan in the asset neighbourhood

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement PlanStewart-Macdonald Mfg. Co., …$6MMadison Resources Funding 401(k) PlanMadison Resources Funding 40…$6MNprs, Co. 401(k) Retirement PlanNprs, Co. 401(k) Retirement …$6MThe 1911 Trust Company 401(k) Profit Sharing PlanThe 1911 Trust Company 401(k…$6MScio Technologies, Inc. 401(k) PlanScio Technologies, Inc. 401(…$6M
End-of-year total assets ($M) among Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN310783143
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart-Macdonald Mfg. Co., Inc.)

Sponsor-wide plan assets over time

All Stewart-Macdonald Mfg. Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.303027457461592% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.32M $6.41M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 114 $5M
2023 1 119 $6M
2024 1 114 $6M

Nearby 401(k) Plans in Ohio

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

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan, Total assets ($B): 0.006497275 · Participants: 119Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Madison Resources Funding 401(k) Plan in NH ($6M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan assets move in 2023? ▼
Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan grew sharply - up 22.0% during 2023, from $5M to $6M. Reported net income was $1M.
How have Stewart-Macdonald Mfg. Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart-Macdonald Mfg. Co., Inc.'s sponsor-wide assets grew 20.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Madison Resources Funding 401(k) Plan in NH ($6M, 866 participants).
Which 401(k) plans cover a similar participant headcount to Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 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 310783143.

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.