401(k) · DOL Form 5500 · 2024
Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $40,162
- Avg per participant Low balance/head
Official DOL plan name: Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota · Sponsored by Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach · Florida · Retail Trade
$6M in assets, 157 participants
Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach's Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota reported $6M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #4,571 in Retail Trade (8,048 peers)
Coverage in Florida
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota covers 157 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $6M.
- #4,571
- in Retail Trade (8,048 peers)
- +24.4%
- assets growth YoY
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota's mid-pack asset rank among Retail Trade and all filers
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,305,407 46th percentile higher than 46% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota 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. Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota reported net income rose from $733K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota reported participants rose from 146 in the plan year 2023 filing to 157 in the plan year 2024 filing.
DOL schedule card
Filing strip 591556109 · Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach PY 2024 · 401(k)
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota · $6M · 157 · 46th
- ASSETS $6M
- PCT 157
- EIN 46th
- RANK 401(k)
- PHOTO near Hawthorne Foundation, Inc, 403(b) Tda Plan
- IND ind #4571
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 Florida →
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 591556109 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach)
Sponsor-wide plan assets over time
All Stewart Agency, Inc. D/B/a Earl Stewart Toyota North Palm Beach plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 45.4151744604246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $4M |
| 2023 | 1 | 146 | $5M |
| 2024 | 1 | 157 | $6M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Hawthorne Foundation, Inc, 403(b) Tda Plan in NY ($6M); by covered participants it is Otis It Inc in DE (157 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 (157 participants); asset peers above are excluded.
- Otis It Inc (DE) 157 · 0 off
- Cogent Solutions and Supplies 401(k) Profit Sharing Plan (CA) 157 · 0 off
- Wsim 401(k) Retirement Plan (TX) 157 · 0 off
- 3-G Construction Co., Inc. 401(k) Plan (AZ) 157 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.