Profit Sharing · DOL Form 5500 · 2023
Texas Stewart Group Inc. Profit Sharing Plan
Data updated 2026-08-25
- $295K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $147,348
- Avg per participant Above avg balance/head
Official DOL plan name: Texas Stewart Group Inc. Retirement Plan · Sponsored by Texas Stewart Group Inc. · Texas · Food Services & Accommodation
$295K in assets, 2 participants
Texas Stewart Group Inc.'s Texas Stewart Group Inc. Retirement Plan reported $295K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.
- #1,384 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Texas Stewart Group Inc. Retirement Plan ranks #1,384 of 3,828 2023 filers by assets (6639% of the sector average)-$295K for 2 participants.
- #1,384
- in Food Services & Accommodation (3,828 peers)
- +47.7%
- assets growth YoY
Texas Stewart Group Inc. Retirement Plan among the smaller filed plans by assets
Texas Stewart Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$294,695 14th percentile higher than 14% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Texas Stewart Group Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Stewart Group Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Texas Stewart Group Inc. Retirement Plan end-of-year assets rose from $200K in the plan year 2022 filing to $295K in the plan year 2023 filing.
- Texas Stewart Group Inc. Retirement Plan reported net income rose from $69K in the plan year 2022 filing to $95K in the plan year 2023 filing.
DOL schedule card
Filing strip 830623830 · Texas Stewart Group Inc. PY 2023 · Profit Sharing
Texas Stewart Group Inc. Retirement Plan · $295K · 2 · 14th
- 5500 $295K
- 5500 2
- 5500 14th
- 5500 Profit Sharing
- 5500 near ISHRI
- 5500 ind #1384
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 Food Services & Accommodation retirement plans → · Plans in Texas →
Texas Stewart Group Inc. Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $200K |
|---|---|
| Net Assets (End of Year) | $295K |
| Net Income | $95K |
| Employer EIN | 830623830 |
| Plan Effective Date | 2018-05-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Stewart Group Inc.)
Sponsor-wide plan assets over time
All Texas Stewart Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $382K 91.4799913822906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $200K |
| 2023 | 1 | 2 | $295K |
| 2024 | 1 | 2 | $382K |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Texas Stewart Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is ISHRI in MD ($295K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($295K here).
- ISHRI (MD) $295K · 3
- Cj Amator Corporation Retirement Plan (AZ) $295K · 2
- Fivegen Inc. Retirement Plan (MI) $295K · 1
- Asociacion De Tennis De Puerto Rico & Caribbean Tennis Association Retirement Plan (PR) $295K · 15
Similar participant headcount
Nearest other-state filings by covered participants (2 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.