401(k) · DOL Form 5500 · 2024

Stew Leonard's 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
155
Participants Small participant base
75th
Percentile by assets National rank
$170,162
Avg per participant Above avg balance/head
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Official DOL plan name: Stew Leonard's Management Retirement Plan · Sponsored by Stew Leonard's · Connecticut · Retail Trade

$26M in assets, 155 participants

Stew Leonard's's Stew Leonard's Management Retirement Plan reported $26M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,821 in Retail Trade (8,048 peers)

Coverage in Connecticut

Stew Leonard's Management Retirement Plan covers 155 participants in Connecticut, about 22% of the average Connecticut filer (state average ~718 per filing). Assets: $26M.

#6,821
in Retail Trade (8,048 peers)
+7.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Stew Leonard's Management Retirement Plan's outsized position by total assets

Stew Leonard's Management Retirement Plan vs every filed plan by assets

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

$26,375,174 Top 25% higher than 75% 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 Management Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stew Leonard's Management Retirement Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stew Leonard's Management Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Stew Leonard's Management Retirement Plan reported participants rose from 137 in the plan year 2023 filing to 155 in the plan year 2024 filing.
  • Stew Leonard's Management Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Stew Leonard's Management Retirement Plan · $26M · 155 · 75th

  • PHOTO $26M
  • IND 155
  • EOY 75th
  • 5500 401(k)
  • ASSETS near Caremetx LLC 401(k) Plan
  • PCT ind #6821

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 Management Retirement Plan in the asset neighbourhood

Stew Leonard's Management Retirement PlanStew Leonard's Management Re…$26MCaremetx LLC 401(k) Plan$26MPark Avenue Motor Corp. 401(k) Savings PlanPark Avenue Motor Corp. 401(…$26MCommunity First Credit Union of Florida Salary Savings PlanCommunity First Credit Union…$26MHamilton Center, Inc. Retirement PlanHamilton Center, Inc. Retire…$26M
End-of-year total assets ($M) among Stew Leonard's Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN060691207
Plan Effective Date1992-10-01
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 Management Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Stew Leonard's Management Retirement Plan, Total assets ($B): 0.026375174 · Participants: 155Stew Leonard's Management 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 Management Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Stew Leonard's Management Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Caremetx LLC 401(k) Plan in MD ($26M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Management Retirement Plan assets move in 2024? ▼
Stew Leonard's Management Retirement Plan grew at a solid clip - up 7.3% during 2024, from $25M to $26M. Reported net income was $2M.
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 Management Retirement Plan rank by assets among Form 5500 filers? ▼
Stew Leonard's Management Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stew Leonard's Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caremetx LLC 401(k) Plan in MD ($26M, 931 participants).
Which 401(k) plans cover a similar participant headcount to Stew Leonard's Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants, N/A 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.