401(k) · DOL Form 5500 · 2024

Stewart & Tate, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
181
Participants Below avg headcount
76th
Percentile by assets National rank
$154,353
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stewart & Tate Employees Profit Sharing Plan · Sponsored by Stewart & Tate, Inc. · Pennsylvania · Construction

$28M in assets, 181 participants

Stewart & Tate, Inc.'s Stewart & Tate Employees Profit Sharing Plan reported $28M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,761 in Construction (9,039 peers)

Coverage in Pennsylvania

Stewart & Tate Employees Profit Sharing Plan covers 181 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $28M.

#6,761
in Construction (9,039 peers)
+6.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Stewart & Tate Employees Profit Sharing Plan's outsized position by total assets

Stewart & Tate Employees Profit Sharing Plan vs every filed plan by assets

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

$27,937,886 Top 24% higher than 76% 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 & Tate Employees 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. Stewart & Tate Employees Profit Sharing Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stewart & Tate Employees Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Stewart & Tate Employees Profit Sharing Plan reported participants rose from 168 in the plan year 2023 filing to 181 in the plan year 2024 filing.
  • Stewart & Tate Employees Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 231624612 · Stewart & Tate, Inc. PY 2024 · 401(k)

Stewart & Tate Employees Profit Sharing Plan · $28M · 181 · 76th

  • ASSETS $28M
  • PCT 181
  • EIN 76th
  • RANK 401(k)
  • PHOTO near Redmond, Inc. 401(k) Retirement Plan
  • IND ind #6761

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 Construction retirement plans → · Plans in Pennsylvania →

Stewart & Tate Employees Profit Sharing Plan in the asset neighbourhood

Stewart & Tate Employees Profit Sharing PlanStewart & Tate Employees Pro…$28MRedmond, Inc. 401(k) Retirement PlanRedmond, Inc. 401(k) Retirem…$28MAllclear Management, Inc. Retirement Savings PlanAllclear Management, Inc. Re…$28MBaker Commodities Supplemental Retirement Savings Plan & TrustBaker Commodities Supplement…$28MTranservice Retirement Plan for Non-Union EmployeesTranservice Retirement Plan …$28M
End-of-year total assets ($M) among Stewart & Tate Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN231624612
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart & Tate, Inc.)

Sponsor-wide plan assets over time

All Stewart & Tate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 19.738366016794725% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.3M $27.9M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 179 $23M
2023 1 168 $26M
2024 1 181 $28M

Nearby 401(k) Plans in Pennsylvania

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

Stewart & Tate Employees Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Stewart & Tate Employees Profit Sharing Plan, Total assets ($B): 0.027937886 · Participants: 181Stewart & Tate Employees Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Stewart & Tate Employees Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stewart & Tate Employees Profit Sharing Plan side-by-side with 3 peers →

Stewart & Tate Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Redmond, Inc. 401(k) Retirement Plan in UT ($28M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 & Tate Employees Profit Sharing Plan assets move in 2024? ▼
Stewart & Tate Employees Profit Sharing Plan grew at a solid clip - up 6.4% during 2024, from $26M to $28M. Reported net income was $2M.
How have Stewart & Tate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart & Tate, Inc.'s sponsor-wide assets grew 19.7%, from $23M to $28M.
Where does Stewart & Tate Employees Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stewart & Tate Employees Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stewart & Tate Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redmond, Inc. 401(k) Retirement Plan in UT ($28M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Stewart & Tate Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 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 231624612.

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.