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
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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

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 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.

See the national 2023→2024 release diff →

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

Stewart Ventures Inc. 401(k) PlanStewart Ventures Inc. 401(k)…$1MValidus Senior Living 401(k) PlanValidus Senior Living 401(k)…$1MTherapy Rehabilitation Services, Inc.-Education 401(k) PlanTherapy Rehabilitation Servi…$1MAnderson Design 401(k) Profit Sharing PlanAnderson Design 401(k) Profi…$1MSouth Bay Allergy & Asthma 401(k) PlanSouth Bay Allergy & Asthma 4…$1M
End-of-year total assets ($M) among Stewart Ventures Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$962K
Net Assets (End of Year)$1M
Net Income$137K
Employer EIN831793311
Plan Effective Date2018-09-05
Filing StatusFILING 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
$0.9M$0.95M$1M$1.05M$1.1M$1.15M 20232024 $0.96M $1.1M ▲ +14.6%
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.

Stewart Ventures Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Stewart Ventures Inc. 401(k) Plan, Total assets ($B): 0.001098694 · Participants: 4Stewart Ventures Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Stewart Ventures Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ventures Inc. 401(k) Plan assets move in 2024?
Stewart Ventures Inc. 401(k) Plan grew at a solid clip - up 14.2% during 2024, from $962K to $1M. Reported net income was $137K.
How have Stewart Ventures Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Stewart Ventures Inc.'s sponsor-wide assets grew 14.2%, from $962K to $1M.
Where does Stewart Ventures Inc. 401(k) Plan rank by assets among Form 5500 filers?
Stewart Ventures Inc. 401(k) Plan ranks in the 24th 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 Ventures Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Validus Senior Living 401(k) Plan in FL ($1M, 537 participants).
Which 401(k) plans cover a similar participant headcount to Stewart Ventures Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).