401(k) · DOL Form 5500 · 2023

Walter L. Stewart, Dds, PC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
44th
Percentile by assets National rank
$403,562
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walter L. Stewart, Dds, PC Profit Sharing Plan · Sponsored by Walter L. Stewart, Dds, PC · Georgia · Healthcare & Social Assistance

$5M in assets, 12 participants

Walter L. Stewart, Dds, PC's Walter L. Stewart, Dds, PC Profit Sharing Plan reported $5M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,396 in Healthcare & Social Assistance (17,684 peers)

Walter L. Stewart, Dds, PC multi-year trail

Walter L. Stewart, Dds, PC's plans moved +18.2% in assets from 2022 to 2024; this filing shows Walter L. Stewart, Dds, PC Profit Sharing Plan at $5M / 12 participants.

#8,396
in Healthcare & Social Assistance (17,684 peers)
+20.2%
assets growth YoY

Walter L. Stewart, Dds, PC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Walter L. Stewart, Dds, PC Profit Sharing Plan vs every filed plan by assets

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

$4,842,741 44th percentile higher than 44% 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

Walter L. Stewart, Dds, PC Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walter L. Stewart, Dds, PC Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walter L. Stewart, Dds, PC Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Walter L. Stewart, Dds, PC Profit Sharing Plan reported net income rose from $713K in the plan year 2022 filing to $815K in the plan year 2023 filing.
  • Walter L. Stewart, Dds, PC Profit Sharing Plan reported participants fell from 14 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581207032 · Walter L. Stewart, Dds, PC PY 2023 · 401(k)

Walter L. Stewart, Dds, PC Profit Sharing Plan · $5M · 12 · 44th

  • PHOTO $5M
  • IND 12
  • EOY 44th
  • 5500 401(k)
  • ASSETS near Insurify 401(k) Plan
  • PCT ind #8396

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Walter L. Stewart, Dds, PC Profit Sharing Plan in the asset neighbourhood

Walter L. Stewart, Dds, PC Profit Sharing PlanWalter L. Stewart, Dds, PC P…$5MInsurify 401(k) Plan$5MMilton Industries 401(k) Plan$5MGreen Valley Grocery 401(k) Retirement PlanGreen Valley Grocery 401(k) …$5MShared Support Inc. 401(k) PlanShared Support Inc. 401(k) P…$5M
End-of-year total assets ($M) among Walter L. Stewart, Dds, PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Walter L. Stewart, Dds, PC multi-year asset trail

Sponsor-wide plan assets over time

All Walter L. Stewart, Dds, PC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.16582966971309% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.03M $4.76M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 12 $5M
2024 1 12 $5M

Walter L. Stewart, Dds, PC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$815K
Employer EIN581207032
Plan Effective Date1974-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Walter L. Stewart, Dds, PC Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Walter L. Stewart, Dds, PC Profit Sharing Plan, Total assets ($B): 0.004842741 · Participants: 12Walter L. Stewart, Dds, PC Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Walter L. Stewart, Dds, PC Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Walter L. Stewart, Dds, PC Profit Sharing Plan side-by-side with 3 peers →

Walter L. Stewart, Dds, PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Insurify 401(k) Plan in MA ($5M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Walter L. Stewart, Dds, PC Profit Sharing Plan assets move in 2023? ▼
Walter L. Stewart, Dds, PC Profit Sharing Plan grew sharply - up 20.2% during 2023, from $4M to $5M. Reported net income was $815K.
How have Walter L. Stewart, Dds, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter L. Stewart, Dds, PC's sponsor-wide assets grew 18.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Walter L. Stewart, Dds, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insurify 401(k) Plan in MA ($5M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Walter L. Stewart, Dds, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 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 581207032.

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.