401(k) · DOL Form 5500 · 2023
Steward Energy Management, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $151,826
- Avg per participant Above avg balance/head
Official DOL plan name: Steward Energy Management, LLC 401(k) Profit Sharing Plan · Sponsored by Steward Energy Management, LLC · Texas · Mining & Oil Extraction
$6M in assets, 42 participants
Steward Energy Management, LLC's Steward Energy Management, LLC 401(k) Profit Sharing Plan reported $6M in total assets and 42 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.
- #223 in Mining & Oil Extraction (811 peers)
Mining & Oil Extraction sector rank
Within Mining & Oil Extraction, Steward Energy Management, LLC 401(k) Profit Sharing Plan ranks #223 of 811 2023 filers by assets (1929% of the sector average)-$6M for 42 participants.
- #223
- in Mining & Oil Extraction (811 peers)
- +36.2%
- assets growth YoY
Steward Energy Management, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Mining & Oil Extraction and all filers
Steward Energy Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,376,711 49th percentile higher than 49% 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
Steward Energy Management, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steward Energy Management, LLC 401(k) Profit Sharing Plan is a small filing (42 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 300875554 · Steward Energy Management, LLC PY 2023 · 401(k)
Steward Energy Management, LLC 401(k) Profit Sharing Plan · $6M · 42 · 49th
- TYPE $6M
- NET 42
- BOOK 49th
- VS-ST 401(k)
- BOY near Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan
- SCH ind #223
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 Mining & Oil Extraction retirement plans → · Plans in Texas →
Steward Energy Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Mining & Oil Extraction filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $2M |
| Employer EIN | 300875554 |
| Plan Effective Date | 2012-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Steward Energy Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan in CT ($6M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 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 (42 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.