401(k) · DOL Form 5500 · 2024

Stewart Efi 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 196
Participants Below avg headcount: 71st
Percentile by assets National rank: $108,715
Avg per participant Below avg balance/head

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Official DOL plan name: Stewart Efi 401(k) Plan · Sponsored by Stewart Efi · Connecticut · Manufacturing

$21M in assets, 196 participants

Stewart Efi's Stewart Efi 401(k) Plan reported $21M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#10,894 in Manufacturing (17,777 peers)

Coverage in Connecticut

Stewart Efi 401(k) Plan covers 196 participants in Connecticut, about 27% of the average Connecticut filer (state average ~718 per filing). Assets: $21M.

#10,894
in Manufacturing (17,777 peers): +16.7%
assets growth YoY

Stewart Efi 401(k) Plan's outsized position by total assets

Stewart Efi 401(k) Plan vs every filed plan by assets

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

$21,308,085 Top 29% higher than 71% 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

Stewart Efi 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 Efi 401(k) Plan sits mid-pack in the medium band (196 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Stewart Efi 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Stewart Efi 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 710918038 · Stewart Efi PY 2024 · 401(k)

Stewart Efi 401(k) Plan · $21M · 196 · 71st

IND $21M
EOY 196
5500 71st
ASSETS 401(k)
PCT near Lion Elastomers LLC 401(k) Plan for Union Employees
EIN ind #10894

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 Manufacturing retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among Stewart Efi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$21M
Net Income	$3M
Employer EIN	710918038
Plan Effective Date	2003-03-24
Filing Status	FILING RECEIVED

Sponsor Plan History (Stewart Efi)

Latest sponsor-wide plan assets: $21M 32.1810177947396% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	174	$16M
2023	1	196	$18M
2024	1	196	$21M

Nearby 401(k) Plans in Connecticut

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

Stewart Efi 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $58.6B · 124,876
Citi Retirement Savings Plan $23.2B · 78,741
The Hartford Investment and Savings Plan $7.2B · 18,614
Eversource 401(k) Plan $4.0B · 10,041
Xerox Corporation Savings Plan $4.0B · 9,876

Compare Stewart Efi 401(k) Plan side-by-side with 3 peers →

Stewart Efi 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Lion Elastomers LLC 401(k) Plan for Union Employees in TX ($21M); by covered participants it is Sai360 401(k) Savings Plan in IL (196 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Lion Elastomers LLC 401(k) Plan for Union Employees (TX) $21M · 178
Agape Care Group Savings Trust (SC) $21M · 1,632
The Congoleum Hourly Employees Savings Plan (NJ) $21M · 200
Sopheon 401(k) Profit Sharing Plan (MN) $21M · 106

Similar participant headcount

Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.

Sai360 401(k) Savings Plan (IL) 196 · 0 off
Radiology of Indiana, P.C. 401(k) Plan (IN) 196 · 0 off
Marking Services, Inc. 401(k) Plan (WI) 196 · 0 off
Arcoro Holdings Corp. Profit Sharing Plan (CA) 196 · 0 off

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 Efi 401(k) Plan assets move in 2024? ▼

Stewart Efi 401(k) Plan grew sharply - up 16.7% during 2024, from $18M to $21M. Reported net income was $3M.

How have Stewart Efi plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stewart Efi's sponsor-wide assets grew 32.2%, from $16M to $21M.

Which 401(k) plans are similar in size to Stewart Efi 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lion Elastomers LLC 401(k) Plan for Union Employees in TX ($21M, 178 participants).

Which 401(k) plans cover a similar participant headcount to Stewart Efi 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sai360 401(k) Savings Plan in IL (196 participants, $55M 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 710918038.