401(k) · DOL Form 5500 · 2023

Stew Leonard's 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
1,527
Participants Near avg headcount
92nd
Percentile by assets National rank
$70,960
Avg per participant Below avg balance/head
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Official DOL plan name: Stew Leonard's 401(k) Savings and Retirement Plan · Sponsored by Stew Leonard's · Connecticut · Retail Trade

$108M in assets, 1,527 participants

Stew Leonard's's Stew Leonard's 401(k) Savings and Retirement Plan reported $108M in total assets and 1,527 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,026 in Retail Trade (8,414 peers)

Coverage in Connecticut

Stew Leonard's 401(k) Savings and Retirement Plan covers 1,527 participants in Connecticut, 2.1x the typical Connecticut plan (state average ~718 per filing). Assets: $108M.

#8,026
in Retail Trade (8,414 peers)
+15.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Stew Leonard's 401(k) Savings and Retirement Plan's outsized position by total assets

Stew Leonard's 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$108,355,742 Top 8% higher than 92% 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 401(k) Savings and Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stew Leonard's 401(k) Savings and Retirement Plan lands in the large band (1,527 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stew Leonard's 401(k) Savings and Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Stew Leonard's 401(k) Savings and Retirement Plan end-of-year assets rose from $93M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Stew Leonard's 401(k) Savings and Retirement Plan reported participants rose from 1,469 in the plan year 2022 filing to 1,527 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 401(k) Savings and Retirement Plan · $108M · 1,527 · 92nd

  • RANK $108M
  • RANK 1,527
  • RANK 92nd
  • RANK 401(k)
  • RANK near Ardurra Retirement Plan
  • RANK ind #8026

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 401(k) Savings and Retirement Plan in the asset neighbourhood

Nossaman LLP Profit Sharing & Retirement Savings PlanNossaman LLP Profit Sharing …$108MStew Leonard's 401(k) Savings and Retirement PlanStew Leonard's 401(k) Saving…$108MArdurra Retirement Plan$108MNatus Medical Incorporated 401(k) Profit Sharing PlanNatus Medical Incorporated 4…$108MOutokumpu Stainless USA, LLC 401(k) PlanOutokumpu Stainless USA, LLC…$108M
End-of-year total assets ($M) among Stew Leonard's 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$108M
Net Income$15M
Employer EIN060691207
Plan Effective Date1987-01-01
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 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stew Leonard's 401(k) Savings and Retirement Plan, Total assets ($B): 0.108355742 · Participants: 1527Stew Leonard's 401(k) Savings and 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 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Stew Leonard's 401(k) Savings and Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Ardurra Retirement Plan in FL ($108M); by covered participants it is Interstate and Istate 401(k) Profit Sharing Plan in MN (1,527 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($108M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,527 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 401(k) Savings and Retirement Plan assets move in 2023? ▼
Stew Leonard's 401(k) Savings and Retirement Plan grew sharply - up 15.9% during 2023, from $93M to $108M. Reported net income was $15M.
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 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Stew Leonard's 401(k) Savings and Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stew Leonard's 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ardurra Retirement Plan in FL ($108M, 1,184 participants).
Which 401(k) plans cover a similar participant headcount to Stew Leonard's 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interstate and Istate 401(k) Profit Sharing Plan in MN (1,527 participants, $88M 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.