401(k) · DOL Form 5500 · 2024
The Stewart Organization, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $82,508
- Avg per participant Below avg balance/head
Official DOL plan name: The Stewart Organization 401(k) Partner Plan · Sponsored by The Stewart Organization, Inc. · Texas · Wholesale Trade
$12M in assets, 150 participants
The Stewart Organization, Inc.'s The Stewart Organization 401(k) Partner Plan reported $12M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #3,191 in Wholesale Trade (6,080 peers)
Coverage in Texas
The Stewart Organization 401(k) Partner Plan covers 150 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $12M.
- #3,191
- in Wholesale Trade (6,080 peers)
- +1.9%
- assets growth YoY
The Stewart Organization 401(k) Partner Plan's mid-pack asset rank among Wholesale Trade and all filers
The Stewart Organization 401(k) Partner Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,376,254 Top 40% higher than 60% 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
The Stewart Organization 401(k) Partner 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. The Stewart Organization 401(k) Partner Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Stewart Organization 401(k) Partner Plan reported net income rose from -$5M in the plan year 2023 filing to $236K in the plan year 2024 filing.
- The Stewart Organization 401(k) Partner Plan reported participants rose from 139 in the plan year 2023 filing to 150 in the plan year 2024 filing.
- The Stewart Organization 401(k) Partner Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 630812930 · The Stewart Organization, Inc. PY 2024 · 401(k)
The Stewart Organization 401(k) Partner Plan · $12M · 150 · 60th
- RANK $12M
- RANK 150
- RANK 60th
- RANK 401(k)
- RANK near Mid-Continental Restoration Company, Inc. 401(k) Plan
- RANK ind #3191
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 Wholesale Trade retirement plans → · Plans in Texas →
The Stewart Organization 401(k) Partner Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $236K |
| Employer EIN | 630812930 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Stewart Organization, Inc.)
Sponsor-wide plan assets over time
All The Stewart Organization, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 26.193077594256202% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $17M |
| 2023 | 1 | 139 | $12M |
| 2024 | 1 | 150 | $12M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
The Stewart Organization 401(k) Partner Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mid-Continental Restoration Company, Inc. 401(k) Plan in KS ($12M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
- East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
- Twin Oaks Estate 401(k) Profit Sharing Plan (MO) 150 · 0 off
- Nomax Group 401(k) Profit Sharing Plan (MO) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.