401(k) · DOL Form 5500 · 2024

Stewart-Macdonald Mfg. Co., Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
114
Participants Small participant base
47th
Percentile by assets National rank
$56,190
Avg per participant Low balance/head
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Official DOL plan name: Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan · Sponsored by Stewart-Macdonald Mfg. Co., Inc. · Ohio · Retail Trade

$6M in assets, 114 participants

Stewart-Macdonald Mfg. Co., Inc.'s Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan reported $6M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,596 in Retail Trade (8,048 peers)

Coverage in Ohio

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan covers 114 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#4,596
in Retail Trade (8,048 peers)
-1.4%
assets change YoY

The plan reported a net loss of $92K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$6,405,655 47th percentile higher than 47% 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

Stewart-Macdonald Mfg. Co., Inc. 401(k) 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. Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$92K in the plan year 2024 filing.
  • Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan reported participants fell from 119 in the plan year 2023 filing to 114 in the plan year 2024 filing.
  • Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 310783143 · Stewart-Macdonald Mfg. Co., Inc. PY 2024 · 401(k)

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan · $6M · 114 · 47th

  • EBSA $6M
  • EBSA 114
  • EBSA 47th
  • EBSA 401(k)
  • EBSA near Heartland Community Health Clinic 401(k) Plan
  • EBSA ind #4596

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 Ohio →

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan in the asset neighbourhood

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement PlanStewart-Macdonald Mfg. Co., …$6MHeartland Community Health Clinic 401(k) PlanHeartland Community Health C…$6MReddi Industries, Inc. 401(k) PlanReddi Industries, Inc. 401(k…$6MWashington Yu Ying 401(k) PlanWashington Yu Ying 401(k) Pl…$6MFamily Central 403(b) Retirement PlanFamily Central 403(b) Retire…$6M
End-of-year total assets ($M) among Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$92K
Employer EIN310783143
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart-Macdonald Mfg. Co., Inc.)

Sponsor-wide plan assets over time

All Stewart-Macdonald Mfg. Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.303027457461592% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.32M $6.41M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 114 $5M
2023 1 119 $6M
2024 1 114 $6M

Nearby 401(k) Plans in Ohio

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

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan, Total assets ($B): 0.006405655 · Participants: 114Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Heartland Community Health Clinic 401(k) Plan in IL ($6M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan assets move in 2024? ▼
Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan edged down modestly - down 1.4% during 2024, from $6M to $6M. Reported net income was -$92K.
How have Stewart-Macdonald Mfg. Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart-Macdonald Mfg. Co., Inc.'s sponsor-wide assets grew 20.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heartland Community Health Clinic 401(k) Plan in IL ($6M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Stewart-Macdonald Mfg. Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 310783143.

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.