401(k) · DOL Form 5500 · 2024

Stewart Engineering Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
152
Participants Small participant base
64th
Percentile by assets National rank
$97,593
Avg per participant Below avg balance/head
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Official DOL plan name: Stewart Engineering, Inc. 401(k) Plan · Sponsored by Stewart Engineering Inc. · North Carolina · Professional & Technical Services

$15M in assets, 152 participants

Stewart Engineering Inc.'s Stewart Engineering, Inc. 401(k) Plan reported $15M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,779 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Stewart Engineering, Inc. 401(k) Plan covers 152 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.

#12,779
in Professional & Technical Services (20,173 peers)
+6.9%
assets growth YoY

Stewart Engineering, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stewart Engineering, Inc. 401(k) Plan vs every filed plan by assets

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

$14,834,132 Top 36% higher than 64% 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 Engineering, Inc. 401(k) 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 Engineering, Inc. 401(k) Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stewart Engineering, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $953K in the plan year 2024 filing.
  • Stewart Engineering, Inc. 401(k) Plan reported participants fell from 183 in the plan year 2023 filing to 152 in the plan year 2024 filing.
  • Stewart Engineering, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561854766 · Stewart Engineering Inc. PY 2024 · 401(k)

Stewart Engineering, Inc. 401(k) Plan · $15M · 152 · 64th

  • PCT $15M
  • EIN 152
  • RANK 64th
  • PHOTO 401(k)
  • IND near The Viking Corporation 401(k) Plan for Bargaining Unit Employees
  • EOY ind #12779

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Stewart Engineering, Inc. 401(k) Plan in the asset neighbourhood

Stewart Engineering, Inc. 401(k) PlanStewart Engineering, Inc. 40…$15MThe Viking Corporation 401(k) Plan for Bargaining Unit EmployeesThe Viking Corporation 401(k…$15MKistler O'brien Fire Protection Employees 401(k) PlanKistler O'brien Fire Protect…$15MHighland Park Motors, Inc. Employees' Profit Sharing and Savings PlanHighland Park Motors, Inc. E…$15MThe Rich Companies 401(k) PlanThe Rich Companies 401(k) Pl…$15M
End-of-year total assets ($M) among Stewart Engineering, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$953K
Employer EIN561854766
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart Engineering Inc.)

Sponsor-wide plan assets over time

All Stewart Engineering Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 20.09539864816563% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.4M $14.8M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 180 $12M
2023 1 183 $14M
2024 1 152 $15M

Nearby 401(k) Plans in North Carolina

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

Stewart Engineering, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Stewart Engineering, Inc. 401(k) Plan, Total assets ($B): 0.014834132 · Participants: 152Stewart Engineering, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Stewart Engineering, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Stewart Engineering, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is The Viking Corporation 401(k) Plan for Bargaining Unit Employees in MI ($15M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Engineering, Inc. 401(k) Plan assets move in 2024? ▼
Stewart Engineering, Inc. 401(k) Plan grew at a solid clip - up 6.9% during 2024, from $14M to $15M. Reported net income was $953K.
How have Stewart Engineering Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart Engineering Inc.'s sponsor-wide assets grew 20.1%, from $12M to $15M.
Which 401(k) plans are similar in size to Stewart Engineering, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Viking Corporation 401(k) Plan for Bargaining Unit Employees in MI ($15M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Stewart Engineering, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Astadia Incorporated 401(k) Plan in MA (152 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 561854766.

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.