401(k) · DOL Form 5500 · 2023

Stewart & Tate, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
168
Participants Small participant base
77th
Percentile by assets National rank
$156,362
Avg per participant Above avg balance/head
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Official DOL plan name: Stewart & Tate Employees Profit Sharing Plan · Sponsored by Stewart & Tate, Inc. · Pennsylvania · Construction

$26M in assets, 168 participants

Stewart & Tate, Inc.'s Stewart & Tate Employees Profit Sharing Plan reported $26M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,845 in Construction (9,030 peers)

Coverage in Pennsylvania

Stewart & Tate Employees Profit Sharing Plan covers 168 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $26M.

#6,845
in Construction (9,030 peers)
+12.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Stewart & Tate Employees Profit Sharing Plan's outsized position by total assets

Stewart & Tate Employees Profit Sharing Plan vs every filed plan by assets

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

$26,268,763 Top 23% higher than 77% 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 & Tate Employees 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. Stewart & Tate Employees Profit Sharing Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stewart & Tate Employees Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Stewart & Tate Employees Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Stewart & Tate Employees Profit Sharing Plan reported participants fell from 179 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231624612 · Stewart & Tate, Inc. PY 2023 · 401(k)

Stewart & Tate Employees Profit Sharing Plan · $26M · 168 · 77th

  • TYPE $26M
  • NET 168
  • BOOK 77th
  • VS-ST 401(k)
  • BOY near Emery & Sons Construction Group, LLC Retirement and Savings Plan
  • SCH ind #6845

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 Construction retirement plans → · Plans in Pennsylvania →

Stewart & Tate Employees Profit Sharing Plan in the asset neighbourhood

Stewart & Tate Employees Profit Sharing PlanStewart & Tate Employees Pro…$26MEmery & Sons Construction Group, LLC Retirement and Savings PlanEmery & Sons Construction Gr…$26MMaine Community Bancorp 401(k) Retirement PlanMaine Community Bancorp 401(…$26MPha, LLC 401(k) Profit Sharing PlanPha, LLC 401(k) Profit Shari…$26MNewsela, Inc. 401(k) Retirement Savings PlanNewsela, Inc. 401(k) Retirem…$26M
End-of-year total assets ($M) among Stewart & Tate Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN231624612
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart & Tate, Inc.)

Sponsor-wide plan assets over time

All Stewart & Tate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 19.738366016794725% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.3M $27.9M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 179 $23M
2023 1 168 $26M
2024 1 181 $28M

Nearby 401(k) Plans in Pennsylvania

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

Stewart & Tate Employees Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Stewart & Tate Employees Profit Sharing Plan, Total assets ($B): 0.026268763 · Participants: 168Stewart & Tate Employees Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Stewart & Tate Employees Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stewart & Tate Employees Profit Sharing Plan side-by-side with 3 peers →

Stewart & Tate Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Emery & Sons Construction Group, LLC Retirement and Savings Plan in OR ($26M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 & Tate Employees Profit Sharing Plan assets move in 2023? ▼
Stewart & Tate Employees Profit Sharing Plan grew at a solid clip - up 12.6% during 2023, from $23M to $26M. Reported net income was $3M.
How have Stewart & Tate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart & Tate, Inc.'s sponsor-wide assets grew 19.7%, from $23M to $28M.
Where does Stewart & Tate Employees Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stewart & Tate Employees Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stewart & Tate Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emery & Sons Construction Group, LLC Retirement and Savings Plan in OR ($26M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Stewart & Tate Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 231624612.

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.