401(k) · DOL Form 5500 · 2024

Stewart Inn Inc. 401(k) Plan

Data updated 2026-08-25

$481K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$240,295
Avg per participant Above avg balance/head
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Official DOL plan name: Stewart Inn Inc. 401(k) Profit Sharing Plan · Sponsored by Stewart Inn Inc. · Wisconsin · Food Services & Accommodation

$481K in assets, 2 participants

Stewart Inn Inc.'s Stewart Inn Inc. 401(k) Profit Sharing Plan reported $481K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,702 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Stewart Inn Inc. 401(k) Profit Sharing Plan ranks #1,702 of 3,672 2024 filers by assets (4071% of the sector average)-$481K for 2 participants.

#1,702
in Food Services & Accommodation (3,672 peers)
+2046.3%
assets growth YoY

Stewart Inn Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

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

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

$480,589 17th percentile higher than 17% 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 Inn Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stewart Inn Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stewart Inn Inc. 401(k) Profit Sharing Plan reported net income rose from -$17K in the plan year 2023 filing to $458K in the plan year 2024 filing.
  • Stewart Inn Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $22K in the plan year 2023 filing to $481K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 813916412 · Stewart Inn Inc. PY 2024 · 401(k)

Stewart Inn Inc. 401(k) Profit Sharing Plan · $481K · 2 · 17th

  • EOY $481K
  • EOY 2
  • EOY 17th
  • EOY 401(k)
  • EOY near Md Home Health / Home Assist 401(k) Plan
  • EOY ind #1702

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

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

Stewart Inn Inc. 401(k) Profit Sharing PlanStewart Inn Inc. 401(k) Prof…$481KMd Home Health / Home Assist 401(k) PlanMd Home Health / Home Assist…$481KSterrx, LLC Employee Savings Plan and TrustSterrx, LLC Employee Savings…$481KRecordsforce Employee Stock Ownership 401(k) PlanRecordsforce Employee Stock …$481KTriple G Ventures, Inc. 401(k) PlanTriple G Ventures, Inc. 401(…$481K
End-of-year total assets ($M) among Stewart Inn Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$22K
Net Assets (End of Year)$481K
Net Income$458K
Employer EIN813916412
Plan Effective Date2016-10-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart Inn Inc.)

Sponsor-wide plan assets over time

All Stewart Inn Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$481K 1129.7569089048106% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.04M $0.48M ▲ +1100.0%
Year Plans Participants Total Assets
2022 1 2 $39K
2023 1 2 $22K
2024 1 2 $481K

Nearby 401(k) Plans in Wisconsin

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

Stewart Inn Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Stewart Inn Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000480589 · Participants: 2Stewart Inn Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Stewart Inn Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest 401(k) by assets is Md Home Health / Home Assist 401(k) Plan in AZ ($481K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Inn Inc. 401(k) Profit Sharing Plan assets move in 2024?
Stewart Inn Inc. 401(k) Profit Sharing Plan surged - up 2046.3% during 2024, from $22K to $481K. Reported net income was $458K.
How have Stewart Inn Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Stewart Inn Inc.'s sponsor-wide assets grew 1129.8%, from $39K to $481K.
Where does Stewart Inn Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Stewart Inn Inc. 401(k) Profit Sharing Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Stewart Inn Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Md Home Health / Home Assist 401(k) Plan in AZ ($481K, 193 participants).
Which 401(k) plans cover a similar participant headcount to Stewart Inn Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).