401(k) · DOL Form 5500 · 2023

Stewart Engineering Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
183
Participants Below avg headcount
66th
Percentile by assets National rank
$75,852
Avg per participant Below avg balance/head
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Official DOL plan name: Stewart Engineering, Inc. 401(k) Plan · Sponsored by Stewart Engineering Inc. · North Carolina · Professional & Technical Services

$14M in assets, 183 participants

Stewart Engineering Inc.'s Stewart Engineering, Inc. 401(k) Plan reported $14M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,178 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Stewart Engineering, Inc. 401(k) Plan covers 183 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.

#13,178
in Professional & Technical Services (20,321 peers)
+12.4%
assets growth YoY

Stewart Engineering, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stewart Engineering, Inc. 401(k) Plan vs every filed plan by assets

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

$13,880,983 Top 34% higher than 66% 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 Engineering, 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. Stewart Engineering, Inc. 401(k) Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stewart Engineering, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stewart Engineering, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Stewart Engineering, Inc. 401(k) Plan reported participants rose from 180 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561854766 · Stewart Engineering Inc. PY 2023 · 401(k)

Stewart Engineering, Inc. 401(k) Plan · $14M · 183 · 66th

  • VS-ST $14M
  • VS-ST 183
  • VS-ST 66th
  • VS-ST 401(k)
  • VS-ST near The Trade Group, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #13178

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Stewart Engineering, Inc. 401(k) Plan in the asset neighbourhood

Stewart Engineering, Inc. 401(k) PlanStewart Engineering, Inc. 40…$14MThe Trade Group, Inc. 401(k) Profit Sharing PlanThe Trade Group, Inc. 401(k)…$14MRana USA, Inc. 401(k) Profit Sharing Plan & TrustRana USA, Inc. 401(k) Profit…$14MTrumark Companies LLC 401(k) PlanTrumark Companies LLC 401(k)…$14MInfrastructure Engineering Inc 401(k) Profit Sharing Plan and TrustInfrastructure Engineering I…$14M
End-of-year total assets ($M) among Stewart Engineering, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN561854766
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart Engineering Inc.)

Sponsor-wide plan assets over time

All Stewart Engineering Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 20.09539864816563% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.4M $14.8M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 180 $12M
2023 1 183 $14M
2024 1 152 $15M

Nearby 401(k) Plans in North Carolina

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

Stewart Engineering, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Stewart Engineering, Inc. 401(k) Plan, Total assets ($B): 0.013880983 · Participants: 183Stewart Engineering, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Stewart Engineering, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Stewart Engineering, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is The Trade Group, Inc. 401(k) Profit Sharing Plan in TX ($14M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Engineering, Inc. 401(k) Plan assets move in 2023? ▼
Stewart Engineering, Inc. 401(k) Plan grew at a solid clip - up 12.4% during 2023, from $12M to $14M. Reported net income was $2M.
How have Stewart Engineering Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart Engineering Inc.'s sponsor-wide assets grew 20.1%, from $12M to $15M.
Which 401(k) plans are similar in size to Stewart Engineering, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Trade Group, Inc. 401(k) Profit Sharing Plan in TX ($14M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Stewart Engineering, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants, $1M 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 561854766.

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.