401(k) · DOL Form 5500 · 2024
Stewart Home & School, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $82,219
- Avg per participant Below avg balance/head
Official DOL plan name: Stewart Home & School, LLC Retirement Plan · Sponsored by Stewart Home & School, LLC · Kentucky · Healthcare & Social Assistance
$13M in assets, 154 participants
Stewart Home & School, LLC's Stewart Home & School, LLC Retirement Plan reported $13M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,174 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Stewart Home & School, LLC Retirement Plan covers 154 participants in Kentucky, about 24% of the average Kentucky filer (state average ~647 per filing). Assets: $13M.
- #11,174
- in Healthcare & Social Assistance (16,916 peers)
- +14.5%
- assets growth YoY
Stewart Home & School, LLC Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Stewart Home & School, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,661,676 Top 39% higher than 61% 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 Home & School, LLC Retirement 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 Home & School, LLC Retirement Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stewart Home & School, LLC Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Stewart Home & School, LLC Retirement Plan reported participants rose from 149 in the plan year 2023 filing to 154 in the plan year 2024 filing.
DOL schedule card
Filing strip 610715171 · Stewart Home & School, LLC PY 2024 · 401(k)
Stewart Home & School, LLC Retirement Plan · $13M · 154 · 61st
- EOY $13M
- 5500 154
- ASSETS 61st
- PCT 401(k)
- EIN near Flight Check 401(k) Plan
- RANK ind #11174
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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
Stewart Home & School, LLC Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 610715171 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stewart Home & School, LLC)
Sponsor-wide plan assets over time
All Stewart Home & School, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 33.3797958885063% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $9M |
| 2023 | 1 | 149 | $11M |
| 2024 | 1 | 154 | $13M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Stewart Home & School, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Flight Check 401(k) Plan in IL ($13M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Flight Check 401(k) Plan (IL) $13M · 268
- Karius, Inc. 401(k) Plan (CA) $13M · 145
- Moore & Bruggink, Inc. 401(k) Plan (MI) $13M · 54
- Src 401(k) Profit Sharing Plan (NC) $13M · 24
Similar participant headcount
Nearest other-state filings by covered participants (154 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.