401(k) · DOL Form 5500 · 2024

Stew Leonard's 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
1,594
Participants Near avg headcount
91st
Percentile by assets National rank
$72,357
Avg per participant Below avg balance/head
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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.

  • #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.

#7,650
in Retail Trade (8,048 peers)
+6.4%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Stew Leonard's 401(k) Savings and Retirement Plan's outsized position 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 $2,050,000,000 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

Stew Leonard's 401(k) Savings and Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stew Leonard's 401(k) Savings and Retirement Plan lands in the large band (1,594 participants).

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 →

Plan-year Form 5500 strip

Filing strip 060691207 · Stew Leonard's PY 2024 · 401(k)

Stew Leonard's 401(k) Savings and Retirement Plan · $115M · 1,594 · 91st

  • 5500 $115M
  • ASSETS 1,594
  • PCT 91st
  • EIN 401(k)
  • RANK near Ambac Financial Group, Inc. Savings Incentive Plan
  • PHOTO ind #7650

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 Retail Trade retirement plans → · Plans in Connecticut →

Stew Leonard's 401(k) Savings and Retirement Plan in the asset neighbourhood

Half Price Books 401(k) Profit Sharing PlanHalf Price Books 401(k) Prof…$115MStew Leonard's 401(k) Savings and Retirement PlanStew Leonard's 401(k) Saving…$115MAmbac Financial Group, Inc. Savings Incentive PlanAmbac Financial Group, Inc. …$115MPapa John's International, Inc. 401(k) PlanPapa John's International, I…$115MJsr North America Holdings, Inc. 401 (K) PlanJsr North America Holdings, …$115M
End-of-year total assets ($M) among Stew Leonard's 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Stew Leonard's plans reported in each filing year

Latest sponsor-wide plan assets
$142M 23.775645346648762% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $114M $142M ▲ +23.8%
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 ($B) Participants Stew Leonard's 401(k) Savings and Retirement Plan, Total assets ($B): 0.115337216 · Participants: 1594Stew Leonard's 401(k) Savings and Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
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 Retirement Plan side-by-side with 3 peers →

Stew Leonard's 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ambac Financial Group, Inc. Savings Incentive Plan in NY ($115M); by covered participants it is Franklin Electric Co., Inc. Retirement Program in IN (1,594 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,594 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 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).
Which 401(k) plans cover a similar participant headcount to Stew Leonard's 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Franklin Electric Co., Inc. Retirement Program in IN (1,594 participants, $258M 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 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.