401(k) · DOL Form 5500 · 2024
Stewart Ventures Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $274,674
- Avg per participant High balance/head
Official DOL plan name: Stewart Ventures Inc. 401(k) Plan · Sponsored by Stewart Ventures Inc. · Tennessee · Other Services
$1M in assets, 4 participants
Stewart Ventures Inc.'s Stewart Ventures Inc. 401(k) Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,721 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Stewart Ventures Inc. 401(k) Plan ranks #3,721 of 7,719 2024 filers by assets (1827% of the sector average)-$1M for 4 participants.
- #3,721
- in Other Services (7,719 peers)
- +14.2%
- assets growth YoY
Stewart Ventures Inc. 401(k) Plan among the smaller filed plans by assets
Stewart Ventures Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,098,694 24th percentile higher than 24% 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 Ventures Inc. 401(k) 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 Ventures Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stewart Ventures Inc. 401(k) Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Stewart Ventures Inc. 401(k) Plan end-of-year assets rose from $962K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Stewart Ventures Inc. 401(k) Plan reported net income fell from $154K in the plan year 2023 filing to $137K in the plan year 2024 filing.
DOL schedule card
Filing strip 831793311 · Stewart Ventures Inc. PY 2024 · 401(k)
Stewart Ventures Inc. 401(k) Plan · $1M · 4 · 24th
- VS-ST $1M
- VS-ST 4
- VS-ST 24th
- VS-ST 401(k)
- VS-ST near Validus Senior Living 401(k) Plan
- VS-ST ind #3721
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 Other Services retirement plans → · Plans in Tennessee →
Stewart Ventures Inc. 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $962K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $137K |
| Employer EIN | 831793311 |
| Plan Effective Date | 2018-09-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stewart Ventures Inc.)
Sponsor-wide plan assets over time
All Stewart Ventures Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 14.214460729533648% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3 | $962K |
| 2024 | 1 | 4 | $1M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Stewart Ventures Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Validus Senior Living 401(k) Plan in FL ($1M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.