401(k) · DOL Form 5500 · 2024

Stewart Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
148
Participants Small participant base
74th
Percentile by assets National rank
$170,128
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stewart Bros., Inc. 401(k) Profit Sharing Plan · Sponsored by Stewart Bros., Inc. · Georgia · Construction

$25M in assets, 148 participants

Stewart Bros., Inc.'s Stewart Bros., Inc. 401(k) Profit Sharing Plan reported $25M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,611 in Construction (9,039 peers)

Coverage in Georgia

Stewart Bros., Inc. 401(k) Profit Sharing Plan covers 148 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $25M.

#6,611
in Construction (9,039 peers)
+16.1%
assets growth YoY

Stewart Bros., Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Stewart Bros., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,178,872 Top 26% higher than 74% 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 Bros., Inc. 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. Stewart Bros., Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stewart Bros., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Stewart Bros., Inc. 401(k) Profit Sharing Plan reported participants rose from 135 in the plan year 2023 filing to 148 in the plan year 2024 filing.
  • Stewart Bros., Inc. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 580623571 · Stewart Bros., Inc. PY 2024 · 401(k)

Stewart Bros., Inc. 401(k) Profit Sharing Plan · $25M · 148 · 74th

  • IND $25M
  • IND 148
  • IND 74th
  • IND 401(k)
  • IND near Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan
  • IND ind #6611

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 Georgia →

Stewart Bros., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Stewart Bros., Inc. 401(k) Profit Sharing PlanStewart Bros., Inc. 401(k) P…$25MMonroe Plan for Medical Care, Inc. 401(k) Retirement PlanMonroe Plan for Medical Care…$25MEquus Software LLC 401(k) Ps Plan & TrustEquus Software LLC 401(k) Ps…$25MSteel-Craft Corp. of Hartford Employees' 401(k) Profit-Sharing PlanSteel-Craft Corp. of Hartfor…$25MFirst State Bank of St. Charles Missouri 401(k) PlanFirst State Bank of St. Char…$25M
End-of-year total assets ($M) among Stewart Bros., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN580623571
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart Bros., Inc.)

Sponsor-wide plan assets over time

All Stewart Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 39.83983900036805% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18M $25.2M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 132 $18M
2023 1 135 $22M
2024 1 148 $25M

Nearby 401(k) Plans in Georgia

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

Stewart Bros., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Stewart Bros., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.025178872 · Participants: 148Stewart Bros., Inc. 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Stewart Bros., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Stewart Bros., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan in NY ($25M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Bros., Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Stewart Bros., Inc. 401(k) Profit Sharing Plan grew sharply - up 16.1% during 2024, from $22M to $25M. Reported net income was $3M.
How have Stewart Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart Bros., Inc.'s sponsor-wide assets grew 39.8%, from $18M to $25M.
Which 401(k) plans are similar in size to Stewart Bros., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Monroe Plan for Medical Care, Inc. 401(k) Retirement Plan in NY ($25M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Stewart Bros., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M 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 580623571.

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.