401(k) · DOL Form 5500 · 2024

STUARTCO 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
209
Participants Below avg headcount
58th
Percentile by assets National rank
$53,712
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stuartco 401(k) Profit Sharing Plan · Sponsored by STUARTCO · Minnesota · Real Estate

$11M in assets, 209 participants

STUARTCO's Stuartco 401(k) Profit Sharing Plan reported $11M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,475 in Real Estate (4,605 peers)

Coverage in Minnesota

Stuartco 401(k) Profit Sharing Plan covers 209 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#3,475
in Real Estate (4,605 peers)
+14.9%
assets growth YoY

Stuartco 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Stuartco 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,225,731 Top 42% higher than 58% 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

Stuartco 401(k) Profit Sharing 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. Stuartco 401(k) Profit Sharing Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stuartco 401(k) Profit Sharing Plan reported participants fell from 275 in the plan year 2023 filing to 209 in the plan year 2024 filing.
  • Stuartco 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Stuartco 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411766226 · STUARTCO PY 2024 · 401(k)

Stuartco 401(k) Profit Sharing Plan · $11M · 209 · 58th

  • NET $11M
  • NET 209
  • NET 58th
  • NET 401(k)
  • NET near The Group Defined Contribution Plan
  • NET ind #3475

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 Real Estate retirement plans → · Plans in Minnesota →

Stuartco 401(k) Profit Sharing Plan in the asset neighbourhood

Stuartco 401(k) Profit Sharing PlanStuartco 401(k) Profit Shari…$11MThe Group Defined Contribution PlanThe Group Defined Contributi…$11MServu Federal Credit Union Capital Accumulation PlanServu Federal Credit Union C…$11MGrant County Bank ESOP W/401(k) ProvisionsGrant County Bank ESOP W/401…$11MMedieval Times 401(k) Plan$11M
End-of-year total assets ($M) among Stuartco 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN411766226
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (STUARTCO)

Sponsor-wide plan assets over time

All STUARTCO plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.58153841291819% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.1M $11.2M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 297 $8M
2023 1 275 $10M
2024 1 209 $11M

Nearby 401(k) Plans in Minnesota

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

Stuartco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Stuartco 401(k) Profit Sharing Plan, Total assets ($B): 0.011225731 · Participants: 209Stuartco 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Stuartco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Stuartco 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stuartco 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Group Defined Contribution Plan in NJ ($11M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Stuartco 401(k) Profit Sharing Plan assets move in 2024? ▼
Stuartco 401(k) Profit Sharing Plan grew at a solid clip - up 14.9% during 2024, from $10M to $11M. Reported net income was $1M.
How have STUARTCO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), STUARTCO's sponsor-wide assets grew 38.6%, from $8M to $11M.
Which 401(k) plans are similar in size to Stuartco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Group Defined Contribution Plan in NJ ($11M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Stuartco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants, $291K 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 411766226.

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.