401(k) · DOL Form 5500 · 2023

Stew Leonard's 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
137
Participants Small participant base
76th
Percentile by assets National rank
$179,460
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stew Leonard's Management Retirement Plan · Sponsored by Stew Leonard's · Connecticut · Retail Trade

$25M in assets, 137 participants

Stew Leonard's's Stew Leonard's Management Retirement Plan reported $25M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,177 in Retail Trade (8,414 peers)

Coverage in Connecticut

Stew Leonard's Management Retirement Plan covers 137 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $25M.

#7,177
in Retail Trade (8,414 peers)
+16.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Stew Leonard's Management Retirement Plan's outsized position by total assets

Stew Leonard's Management Retirement Plan vs every filed plan by assets

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

$24,586,067 Top 24% higher than 76% 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

Stew Leonard's Management 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. Stew Leonard's Management Retirement Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stew Leonard's Management Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Stew Leonard's Management Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Stew Leonard's Management Retirement Plan reported participants fell from 140 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060691207 · Stew Leonard's PY 2023 · 401(k)

Stew Leonard's Management Retirement Plan · $25M · 137 · 76th

  • BOY $25M
  • BOY 137
  • BOY 76th
  • BOY 401(k)
  • BOY near Inrcore, LLC Retirement Plan
  • BOY ind #7177

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 Connecticut →

Stew Leonard's Management Retirement Plan in the asset neighbourhood

Stew Leonard's Management Retirement PlanStew Leonard's Management Re…$25MInrcore, LLC Retirement Plan$25MNu Way Concrete Forms, Inc. Profit Sharing PlanNu Way Concrete Forms, Inc. …$25MSunesis Construction Company Retirement Savings PlanSunesis Construction Company…$25MPersonify Corporation 401(k) PlanPersonify Corporation 401(k)…$25M
End-of-year total assets ($M) among Stew Leonard's Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN060691207
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stew Leonard's)

Sponsor-wide plan assets over time

All Stew Leonard's plans reported in each filing year

Latest sponsor-wide plan assets
$142M 23.775645346648762% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $114M $142M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 1,609 $114M
2023 2 1,664 $133M
2024 2 1,749 $142M

Nearby 401(k) Plans in Connecticut

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

Stew Leonard's Management Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stew Leonard's Management Retirement Plan, Total assets ($B): 0.024586067 · Participants: 137Stew Leonard's Management Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Stew Leonard's Management Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Stew Leonard's Management Retirement Plan side-by-side with 3 peers →

Stew Leonard's Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Inrcore, LLC Retirement Plan in PA ($25M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Stew Leonard's Management Retirement Plan assets move in 2023? ▼
Stew Leonard's Management Retirement Plan grew sharply - up 16.9% during 2023, from $21M to $25M. Reported net income was $4M.
How have Stew Leonard's plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stew Leonard's's sponsor-wide assets grew 23.8%, from $114M to $142M.
Where does Stew Leonard's Management Retirement Plan rank by assets among Form 5500 filers? ▼
Stew Leonard's Management Retirement Plan ranks in the 76th 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 Stew Leonard's Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inrcore, LLC Retirement Plan in PA ($25M, 369 participants).
Which 401(k) plans cover a similar participant headcount to Stew Leonard's Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 060691207.

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.