401(k) · DOL Form 5500 · 2024
Steuart Investment Company 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Steuart Investment Company 401(k) Plan · Sponsored by Steuart Investment Company · Maryland · Real Estate
$20M in assets, 12 participants
Steuart Investment Company's Steuart Investment Company 401(k) Plan reported $20M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #3,886 in Real Estate (4,605 peers)
Steuart Investment Company multi-year trail
Steuart Investment Company's plans moved +30.0% in assets from 2022 to 2024; this filing shows Steuart Investment Company 401(k) Plan at $20M / 12 participants.
- #3,886
- in Real Estate (4,605 peers)
- +11.1%
- assets growth YoY
Steuart Investment Company 401(k) Plan's outsized position by total assets
Steuart Investment Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,725,337 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Steuart Investment Company 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steuart Investment Company 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steuart Investment Company 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Steuart Investment Company 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
DOL schedule card
Filing strip 530257200 · Steuart Investment Company PY 2024 · 401(k)
Steuart Investment Company 401(k) Plan · $20M · 12 · 70th
- TYPE $20M
- TYPE 12
- TYPE 70th
- TYPE 401(k)
- TYPE near Ross Video, Inc. 401(k) Plan
- TYPE ind #3886
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 Maryland →
Steuart Investment Company 401(k) Plan in the asset neighbourhood
Steuart Investment Company multi-year asset trail
Sponsor-wide plan assets over time
All Steuart Investment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 29.973335659744908% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $15M |
| 2023 | 1 | 12 | $18M |
| 2024 | 1 | 12 | $20M |
Steuart Investment Company filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 530257200 |
| Plan Effective Date | 1987-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Steuart Investment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Ross Video, Inc. 401(k) Plan in NY ($20M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Ross Video, Inc. 401(k) Plan (NY) $20M · 258
- Zentis North America Operating LLC 401(k) Plan (IN) $20M · 256
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates (CA) $20M · 265
- Madison Acquisition Group LLC 401(k) Profit Sharing Plan & Trust (NY) $20M · 910
Similar participant headcount
Nearest other-state filings by covered participants (12 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.