Profit Sharing · DOL Form 5500 · 2024

Dwight L. Stewart, Jr. & Associates Profit Sharing Plan

Data updated 2026-08-25

$872K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$290,572
Avg per participant High balance/head
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Official DOL plan name: Dwight L. Stewart, Jr. & Associates Profit Sharing Plan · Sponsored by Dwight L. Stewart, Jr. & Associates · South Carolina · Real Estate

$872K in assets, 3 participants

Dwight L. Stewart, Jr. & Associates's Dwight L. Stewart, Jr. & Associates Profit Sharing Plan reported $872K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,769 in Real Estate (4,605 peers)

Dwight L. Stewart, Jr. & Associates multi-year trail

Dwight L. Stewart, Jr. & Associates's plans moved +11.7% in assets from 2022 to 2024; this filing shows Dwight L. Stewart, Jr. & Associates Profit Sharing Plan at $872K / 3 participants.

#1,769
in Real Estate (4,605 peers)
+4.4%
assets growth YoY

Dwight L. Stewart, Jr. & Associates Profit Sharing Plan among the smaller filed plans by assets

Dwight L. Stewart, Jr. & Associates Profit Sharing Plan vs every filed plan by assets

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

$871,717 22nd percentile higher than 22% 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

Dwight L. Stewart, Jr. & Associates Profit Sharing 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. Dwight L. Stewart, Jr. & Associates Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dwight L. Stewart, Jr. & Associates Profit Sharing Plan reported net income fell from $55K in the plan year 2023 filing to $37K in the plan year 2024 filing.
  • Dwight L. Stewart, Jr. & Associates Profit Sharing Plan end-of-year assets rose from $835K in the plan year 2023 filing to $872K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 571113324 · Dwight L. Stewart, Jr. & Associates PY 2024 · Profit Sharing

Dwight L. Stewart, Jr. & Associates Profit Sharing Plan · $872K · 3 · 22nd

  • BOY $872K
  • BOY 3
  • BOY 22nd
  • BOY Profit Sharing
  • BOY near William L Ingram V Dmd Keogh Plan
  • BOY ind #1769

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 Real Estate retirement plans → · Plans in South Carolina →

Dwight L. Stewart, Jr. & Associates Profit Sharing Plan in the asset neighbourhood

Dwight L. Stewart, Jr. & Associates Profit Sharing PlanDwight L. Stewart, Jr. & Ass…$872KWilliam L Ingram V Dmd Keogh PlanWilliam L Ingram V Dmd Keogh…$872KHome of the Good Shepherd Retirement Savings PlanHome of the Good Shepherd Re…$872KDunleavy Financial Management, Inc. Retirement PlanDunleavy Financial Managemen…$871KAngeles S. Valentin Galindez Retirement PlanAngeles S. Valentin Galindez…$872K
End-of-year total assets ($M) among Dwight L. Stewart, Jr. & Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Dwight L. Stewart, Jr. & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Dwight L. Stewart, Jr. & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$872K 11.741398759165257% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M 202220232024 $0.78M $0.87M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 3 $780K
2023 1 3 $835K
2024 1 3 $872K

Dwight L. Stewart, Jr. & Associates filing trail (2024)

Total Assets (Beginning of Year)$835K
Net Assets (End of Year)$872K
Net Income$37K
Employer EIN571113324
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

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

Dwight L. Stewart, Jr. & Associates Profit Sharing Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Dwight L. Stewart, Jr. & Associates Profit Sharing Plan, Total assets ($B): 0.000871717 · Participants: 3Dwight L. Stewart, Jr. & Associates Profit Sharing PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement Plan
Dwight L. Stewart, Jr. & Associates Profit Sharing Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Dwight L. Stewart, Jr. & Associates Profit Sharing Plan side-by-side with 3 peers →

Dwight L. Stewart, Jr. & Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is William L Ingram V Dmd Keogh Plan in AL ($872K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Dwight L. Stewart, Jr. & Associates Profit Sharing Plan assets move in 2024? ▼
Dwight L. Stewart, Jr. & Associates Profit Sharing Plan edged up modestly - up 4.4% during 2024, from $835K to $872K. Reported net income was $37K.
How have Dwight L. Stewart, Jr. & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dwight L. Stewart, Jr. & Associates's sponsor-wide assets grew 11.7%, from $780K to $872K.
Where does Dwight L. Stewart, Jr. & Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Dwight L. Stewart, Jr. & Associates Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Dwight L. Stewart, Jr. & Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is William L Ingram V Dmd Keogh Plan in AL ($872K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Dwight L. Stewart, Jr. & Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 571113324.

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.