401(k) · DOL Form 5500 · 2023
E J Stewart Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 704
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $4,493
- Avg per participant Low balance/head
Official DOL plan name: Commonwealth Savings Plan · Sponsored by E J Stewart Inc. · Pennsylvania · Real Estate
$3M in assets, 704 participants
E J Stewart Inc.'s Commonwealth Savings Plan reported $3M in total assets and 704 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #2,663 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Commonwealth Savings Plan ranks #2,663 of 4,727 2023 filers by assets (821% of the sector average)-$3M for 704 participants.
- #2,663
- in Real Estate (4,727 peers)
- +27.9%
- assets growth YoY
Commonwealth Savings Plan's mid-pack asset rank among Real Estate and all filers
Commonwealth Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,163,110 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Commonwealth Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commonwealth Savings Plan sits mid-pack in the medium band (704 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Commonwealth Savings Plan reported net income rose from $133K in the plan year 2022 filing to $690K in the plan year 2023 filing.
- Commonwealth Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Commonwealth Savings Plan reported participants rose from 645 in the plan year 2022 filing to 704 in the plan year 2023 filing.
DOL schedule card
Filing strip 231735490 · E J Stewart Inc. PY 2023 · 401(k)
Commonwealth Savings Plan · $3M · 704 · 36th
- EOY $3M
- EOY 704
- EOY 36th
- EOY 401(k)
- EOY near Res Contractors, LLC 401(k) Plan
- EOY ind #2663
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 Real Estate retirement plans → · Plans in Pennsylvania →
Commonwealth Savings Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $690K |
| Employer EIN | 231735490 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (E J Stewart Inc.)
Sponsor-wide plan assets over time
All E J Stewart Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 52.83605242757159% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 645 | $2M |
| 2023 | 1 | 704 | $3M |
| 2024 | 1 | 773 | $4M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Commonwealth Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Res Contractors, LLC 401(k) Plan in LA ($3M); by covered participants it is Materne North America 401(k) Retirement Plan in NY (704 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Res Contractors, LLC 401(k) Plan (LA) $3M · 67
- Escape Lodging, LLC 401(k) Plan (OR) $3M · 260
- Caraday Healthcare, LLC 401(k) Plan (TX) $3M · 1,442
- Adamas Capital Management, LLC 401(k) Plan (MA) $3M · 3
Similar participant headcount
Nearest other-state filings by covered participants (704 participants); asset peers above are excluded.
- Materne North America 401(k) Retirement Plan (NY) 704 · 0 off
- The Shape Technologies Group 401(k) Plan (WA) 704 · 0 off
- Weston & Sampson 401(k) and Profit Sharing Plan (MA) 704 · 0 off
- Neuro Rehab Assoc. D/B/a Northeast Rehab 401(k) Plan (NH) 704 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.