401(k) · DOL Form 5500 · 2024

Stew Leonard's 401(k) Plan

Data updated 2026-08-11

$115M
Total assets
1,594
Participants
91st
Percentile by assets
$72,357
Avg per participant
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Official DOL plan name: Stew Leonard's 401(k) Savings and Retirement Plan · Sponsored by Stew Leonard's · Connecticut · Retail Trade

$115M in assets, 1,594 participants

Stew Leonard's's Stew Leonard's 401(k) Savings and Retirement Plan reported $115M in total assets and 1,594 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #7,650 in Retail Trade (8,048 peers)

Coverage in Connecticut

Stew Leonard's 401(k) Savings and Retirement Plan covers 1,594 participants in Connecticut, 2.2x the typical Connecticut plan (state average ~718 per filing). Assets: $115M.

$115M
total plan assets (2024 EOY)
1,594
covered participants
91st
percentile by assets (of 123,622 plans)
$72,357
avg assets per participant

Where Stew Leonard's 401(k) Savings and Retirement Plan sits by total assets

Stew Leonard's 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$115,337,216 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stew Leonard's 401(k) Savings and Retirement Plan reported net income fell from $15M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Stew Leonard's 401(k) Savings and Retirement Plan end-of-year assets rose from $108M in the plan year 2023 filing to $115M in the plan year 2024 filing.
  • Stew Leonard's 401(k) Savings and Retirement Plan reported participants rose from 1,527 in the plan year 2023 filing to 1,594 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Connecticut
Industry
Retail Trade

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Stew Leonard's 401(k) Savings and Retirement Plan reports 1,594 participants - 2.2x that state average ($115M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$115M
Net Income$7M
Employer EIN060691207
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stew Leonard's)

$110M$120M$130M$140M$150M 202220232024 $114M $142M ▲ +23.8%
Total plan assets by year, all Stew Leonard's plans on file
Year Plans Participants Total Assets
2022 2 1,609 $114M
2023 2 1,664 $133M
2024 2 1,749 $142M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stew Leonard's 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Stew Leonard's 401(k…, Total assets ($B): 0.115337216 · Participants: 1594Stew Leonard's 401(k…Rtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savi…, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investm…Eversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Sa…, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Sa…
Stew Leonard's 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Stew Leonard's 401(k) Savings and Retire… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stew Leonard's 401(k) Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Stew Leonard's 401(k) Savings and Retirement Plan assets move in 2024? ▼
Stew Leonard's 401(k) Savings and Retirement Plan grew at a solid clip - up 6.4% during 2024, from $108M to $115M. Reported net income was $7M.
How have Stew Leonard's plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stew Leonard's's sponsor-wide assets grew 23.8%, from $114M to $142M.
Where does Stew Leonard's 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Stew Leonard's 401(k) Savings and Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stew Leonard's 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ambac Financial Group, Inc. Savings Incentive Plan in NY ($115M, 150 participants).

Next read for Stew Leonard's 401(k) Savings and Retire…

Filing takeaways

Ways to act on Stew Leonard's 401(k) Savings and Retirement Plan's numbers.

  • By total assets, Stew Leonard's 401(k) Savings and Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
  • Stew Leonard's's sponsor-wide assets have grown 23.8% since 2022 across 3 plan years on file. More Retail Trade plans

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 060691207.

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.