Profit Sharing · DOL Form 5500 · 2024

Steward Realty Management Co. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
28th
Percentile by assets National rank
$330,326
Avg per participant High balance/head
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Official DOL plan name: Steward Realty Management Company Profit Sharing Plan and Trust · Sponsored by Steward Realty Management Co. · California · Real Estate

$2M in assets, 5 participants

Steward Realty Management Co.'s Steward Realty Management Company Profit Sharing Plan and Trust reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,116 in Real Estate (4,605 peers)

Steward Realty Management Co. multi-year trail

Steward Realty Management Co.'s plans moved +35.6% in assets from 2022 to 2024; this filing shows Steward Realty Management Company Profit Sharing Plan and Trust at $2M / 5 participants.

#2,116
in Real Estate (4,605 peers)
+13.9%
assets growth YoY

Steward Realty Management Company Profit Sharing Plan and Trust among the smaller filed plans by assets

Steward Realty Management Company Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,651,631 28th percentile higher than 28% 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

Steward Realty Management Company Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steward Realty Management Company Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steward Realty Management Company Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Steward Realty Management Company Profit Sharing Plan and Trust reported net income fell from $233K in the plan year 2023 filing to $201K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952273568 · Steward Realty Management Co. PY 2024 · Profit Sharing

Steward Realty Management Company Profit Sharing Plan and Trust · $2M · 5 · 28th

  • BOOK $2M
  • VS-ST 5
  • BOY 28th
  • SCH Profit Sharing
  • EBSA near Profit Sharing Plan for Edward D. Paul, D.D.S., M.S.
  • PART ind #2116

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 California →

Steward Realty Management Company Profit Sharing Plan and Trust in the asset neighbourhood

Steward Realty Management Company Profit Sharing Plan and TrustSteward Realty Management Co…$2MProfit Sharing Plan for Edward D. Paul, D.D.S., M.S.Profit Sharing Plan for Edwa…$2MTotal Neuro Care P.C., Profit Sharing PlanTotal Neuro Care P.C., Profi…$2MArmor Distribution, Inc. Profit Sharing PlanArmor Distribution, Inc. Pro…$2MBilly's Auto Sales, Inc. Profit Sharing PlanBilly's Auto Sales, Inc. Pro…$2M
End-of-year total assets ($M) among Steward Realty Management Company Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Steward Realty Management Co. multi-year asset trail

Sponsor-wide plan assets over time

All Steward Realty Management Co. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.64019723140197% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.22M $1.65M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $1M
2024 1 5 $2M

Steward Realty Management Co. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$201K
Employer EIN952273568
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Steward Realty Management Company Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Steward Realty Management Company Profit Sharing Plan and Trust, Total assets ($B): 0.001651631 · Participants: 5Steward Realty Management Company Profit Sharing Plan and TrustScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Steward Realty Management Company Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Steward Realty Management Company Profit Sharing Plan and Trust side-by-side with 3 peers →

Steward Realty Management Company Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Profit Sharing Plan for Edward D. Paul, D.D.S., M.S. in CT ($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 Steward Realty Management Company Profit Sharing Plan and Trust assets move in 2024? ▼
Steward Realty Management Company Profit Sharing Plan and Trust grew at a solid clip - up 13.9% during 2024, from $1M to $2M. Reported net income was $201K.
How have Steward Realty Management Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steward Realty Management Co.'s sponsor-wide assets grew 35.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Steward Realty Management Company Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan for Edward D. Paul, D.D.S., M.S. in CT ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Steward Realty Management Company Profit Sharing Plan and Trust? ▼
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 952273568.

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.