Profit Sharing · DOL Form 5500 · 2024

Stewart Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
31st
Percentile by assets National rank
$464,661
Avg per participant High balance/head
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Official DOL plan name: Stewart Investments, Inc. Retirement Plan · Sponsored by Stewart Investments, Inc. · Washington · Professional & Technical Services

$2M in assets, 5 participants

Stewart Investments, Inc.'s Stewart Investments, Inc. Retirement Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,459 in Professional & Technical Services (20,173 peers)

Stewart Investments, Inc. multi-year trail

Stewart Investments, Inc.'s plans moved +16.5% in assets from 2022 to 2024; this filing shows Stewart Investments, Inc. Retirement Plan at $2M / 5 participants.

#5,459
in Professional & Technical Services (20,173 peers)
+25.9%
assets growth YoY

Stewart Investments, Inc. Retirement Plan among the smaller filed plans by assets

Stewart Investments, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,323,306 31st percentile higher than 31% of 123,620 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 2024

Stewart Investments, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stewart Investments, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stewart Investments, Inc. Retirement Plan reported net income rose from -$148K in the plan year 2023 filing to $478K in the plan year 2024 filing.
  • Stewart Investments, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Stewart Investments, Inc. Retirement Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 842913181 · Stewart Investments, Inc. PY 2024 · Profit Sharing

Stewart Investments, Inc. Retirement Plan · $2M · 5 · 31st

  • BOY $2M
  • SCH 5
  • EBSA 31st
  • PART Profit Sharing
  • TYPE near Maxwell Davidson Gallery, LLC Retirement Trust
  • NET ind #5459

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 Washington →

Stewart Investments, Inc. Retirement Plan in the asset neighbourhood

Stewart Investments, Inc. Retirement PlanStewart Investments, Inc. Re…$2MMaxwell Davidson Gallery, LLC Retirement TrustMaxwell Davidson Gallery, LL…$2MMorris Nilsen Funeral Chapel Inc Profit Sharing PlanMorris Nilsen Funeral Chapel…$2MSnci, Inc. Retirement Plan$2MTrigg County Hospital Retirement PlanTrigg County Hospital Retire…$2M
End-of-year total assets ($M) among Stewart Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Stewart Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stewart Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.540443688232422% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.99M $2.32M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 4 $2M
2024 1 5 $2M

Stewart Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$478K
Employer EIN842913181
Plan Effective Date2019-09-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stewart Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Stewart Investments, Inc. Retirement Plan, Total assets ($M): 2.323306 · Participants: 5Stewart Investments, Inc. Retirement PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 680.146571 · Participants: 1926Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 650.542267 · Participants: 2593Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 561.583701 · Participants: 11865Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 497.670399 · Participants: 72804SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 262.703057 · Participants: 1633Western Washington Painters Defined Contribution Pension Plan
Stewart Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Stewart Investments, Inc. Retirement Plan side-by-side with 3 peers →

Stewart Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Maxwell Davidson Gallery, LLC Retirement Trust in NY ($2M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stewart Investments, Inc. Retirement Plan assets move in 2024? ▼
Stewart Investments, Inc. Retirement Plan grew sharply - up 25.9% during 2024, from $2M to $2M. Reported net income was $478K.
How have Stewart Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart Investments, Inc.'s sponsor-wide assets grew 16.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Stewart Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Maxwell Davidson Gallery, LLC Retirement Trust in NY ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Stewart Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 842913181.

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.