401(k) · DOL Form 5500 · 2024

The Douglas Stewart Company, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
115
Participants Small participant base
55th
Percentile by assets National rank
$85,651
Avg per participant Below avg balance/head
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Official DOL plan name: The Douglas Stewart Company, Inc. Employees' Benefit Plan · Sponsored by The Douglas Stewart Company, Inc. · Wisconsin · Wholesale Trade

$10M in assets, 115 participants

The Douglas Stewart Company, Inc.'s The Douglas Stewart Company, Inc. Employees' Benefit Plan reported $10M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,838 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

The Douglas Stewart Company, Inc. Employees' Benefit Plan covers 115 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#2,838
in Wholesale Trade (6,080 peers)
+7.7%
assets growth YoY

The Douglas Stewart Company, Inc. Employees' Benefit Plan's mid-pack asset rank among Wholesale Trade and all filers

The Douglas Stewart Company, Inc. Employees' Benefit Plan vs every filed plan by assets

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

$9,849,860 Top 45% higher than 55% 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

The Douglas Stewart Company, Inc. Employees' Benefit 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. The Douglas Stewart Company, Inc. Employees' Benefit Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Douglas Stewart Company, Inc. Employees' Benefit Plan reported net income fell from $2M in the plan year 2023 filing to $707K in the plan year 2024 filing.
  • The Douglas Stewart Company, Inc. Employees' Benefit Plan reported participants fell from 129 in the plan year 2023 filing to 115 in the plan year 2024 filing.
  • The Douglas Stewart Company, Inc. Employees' Benefit Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391319459 · The Douglas Stewart Company, Inc. PY 2024 · 401(k)

The Douglas Stewart Company, Inc. Employees' Benefit Plan · $10M · 115 · 55th

  • RANK $10M
  • PHOTO 115
  • IND 55th
  • EOY 401(k)
  • 5500 near The Ford Family Foundation 401(k) Retirement Plan
  • ASSETS ind #2838

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

The Douglas Stewart Company, Inc. Employees' Benefit Plan in the asset neighbourhood

The Douglas Stewart Company, Inc. Employees' Benefit PlanThe Douglas Stewart Company,…$10MThe Ford Family Foundation 401(k) Retirement PlanThe Ford Family Foundation 4…$10MThree Rivers Community Action, Inc. Retirement PlanThree Rivers Community Actio…$10MInterstate Rock Products, Inc. 401(k) Profit SharingInterstate Rock Products, In…$10MInnovations Health Systems, LLC 401(k) PlanInnovations Health Systems, …$10M
End-of-year total assets ($M) among The Douglas Stewart Company, Inc. Employees' Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$707K
Employer EIN391319459
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Douglas Stewart Company, Inc.)

Sponsor-wide plan assets over time

All The Douglas Stewart Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.265206115761494% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.45M $9.85M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 122 $7M
2023 1 129 $9M
2024 1 115 $10M

Nearby 401(k) Plans in Wisconsin

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

The Douglas Stewart Company, Inc. Employees' Benefit Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Douglas Stewart Company, Inc. Employees' Benefit Plan, Total assets ($B): 0.00984986 · Participants: 115The Douglas Stewart Company, Inc. Employees' Benefit PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
The Douglas Stewart Company, Inc. Employees' Benefit Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Douglas Stewart Company, Inc. Employees' Benefit Plan side-by-side with 3 peers →

The Douglas Stewart Company, Inc. Employees' Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Ford Family Foundation 401(k) Retirement Plan in OR ($10M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 The Douglas Stewart Company, Inc. Employees' Benefit Plan assets move in 2024? ▼
The Douglas Stewart Company, Inc. Employees' Benefit Plan grew at a solid clip - up 7.7% during 2024, from $9M to $10M. Reported net income was $707K.
How have The Douglas Stewart Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Douglas Stewart Company, Inc.'s sponsor-wide assets grew 32.3%, from $7M to $10M.
Which 401(k) plans are similar in size to The Douglas Stewart Company, Inc. Employees' Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Ford Family Foundation 401(k) Retirement Plan in OR ($10M, 52 participants).
Which 401(k) plans cover a similar participant headcount to The Douglas Stewart Company, Inc. Employees' Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M 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 391319459.

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.