401(k) · DOL Form 5500 · 2023
Ashley Stewart, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 375
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $28,515
- Avg per participant Low balance/head
Official DOL plan name: Ashley Stewart, Inc. 401(k) Plan · Sponsored by Ashley Stewart, Inc. · New Jersey · Retail Trade
$11M in assets, 375 participants
Ashley Stewart, Inc.'s Ashley Stewart, Inc. 401(k) Plan reported $11M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #5,973 in Retail Trade (8,414 peers)
Coverage in New Jersey
Ashley Stewart, Inc. 401(k) Plan covers 375 participants in New Jersey, about 44% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.
- #5,973
- in Retail Trade (8,414 peers)
- +35.6%
- assets growth YoY
Ashley Stewart, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Ashley Stewart, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,692,992 Top 40% higher than 60% 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
Ashley Stewart, 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. Ashley Stewart, Inc. 401(k) Plan sits mid-pack in the medium band (375 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ashley Stewart, Inc. 401(k) Plan reported net income rose from -$895K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Ashley Stewart, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Ashley Stewart, Inc. 401(k) Plan reported participants rose from 370 in the plan year 2022 filing to 375 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 465275153 · Ashley Stewart, Inc. PY 2023 · 401(k)
Ashley Stewart, Inc. 401(k) Plan · $11M · 375 · 60th
- PART $11M
- PART 375
- PART 60th
- PART 401(k)
- PART near Harper Industries, Inc. 401(k) Plan
- PART ind #5973
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 Jersey →
Ashley Stewart, Inc. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 465275153 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ashley Stewart, Inc.)
Sponsor-wide plan assets over time
All Ashley Stewart, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 39.36762331574795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 370 | $8M |
| 2023 | 1 | 375 | $11M |
| 2024 | 1 | 330 | $11M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Ashley Stewart, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Harper Industries, Inc. 401(k) Plan in KS ($11M); by covered participants it is Schneider Mills Employees' Trust in NC (375 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Harper Industries, Inc. 401(k) Plan (KS) $11M · 144
- C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan (CA) $11M · 11
- D-J Affiliated Group 401(k) Plan (MI) $11M · 224
- K2 Pure 401(k) Plan (CA) $11M · 80
Similar participant headcount
Nearest other-state filings by covered participants (375 participants); asset peers above are excluded.
- Schneider Mills Employees' Trust (NC) 375 · 0 off
- The Childrens Svc Ctr of Wyo Val 401(k) Plan (PA) 375 · 0 off
- Flogistix, LP 401(k) Plan (OK) 375 · 0 off
- Life360, Inc. 401(k) Plan (CA) 375 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.