Profit Sharing · DOL Form 5500 · 2024

Texas Stewart Group Inc. Profit Sharing Plan

Data updated 2026-08-25

$382K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$191,087
Avg per participant Above avg balance/head
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Official DOL plan name: Texas Stewart Group Inc. Retirement Plan · Sponsored by Texas Stewart Group Inc. · Texas · Food Services & Accommodation

$382K in assets, 2 participants

Texas Stewart Group Inc.'s Texas Stewart Group Inc. Retirement Plan reported $382K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,510 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Texas Stewart Group Inc. Retirement Plan ranks #1,510 of 3,672 2024 filers by assets (5120% of the sector average)-$382K for 2 participants.

#1,510
in Food Services & Accommodation (3,672 peers)
+29.7%
assets growth YoY

Texas Stewart Group Inc. Retirement Plan among the smaller filed plans by assets

Texas Stewart Group Inc. Retirement Plan vs every filed plan by assets

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

$382,173 16th percentile higher than 16% 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

Texas Stewart Group Inc. Retirement 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. Texas Stewart Group Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas Stewart Group Inc. Retirement Plan end-of-year assets rose from $295K in the plan year 2023 filing to $382K in the plan year 2024 filing.
  • Texas Stewart Group Inc. Retirement Plan reported net income fell from $95K in the plan year 2023 filing to $87K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 830623830 · Texas Stewart Group Inc. PY 2024 · Profit Sharing

Texas Stewart Group Inc. Retirement Plan · $382K · 2 · 16th

  • TYPE $382K
  • NET 2
  • BOOK 16th
  • VS-ST Profit Sharing
  • BOY near Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan
  • SCH ind #1510

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 Texas →

Texas Stewart Group Inc. Retirement Plan in the asset neighbourhood

Texas Stewart Group Inc. Retirement PlanTexas Stewart Group Inc. Ret…$382KSweetgrass Spirits and Wine, Inc. Profit Sharing PlanSweetgrass Spirits and Wine,…$382KHobble Creek Dental Care 401(k) PlanHobble Creek Dental Care 401…$382KBerhanes Bakery, Inc. Retirement PlanBerhanes Bakery, Inc. Retire…$382KTheric Corporation Retirement PlanTheric Corporation Retiremen…$382K
End-of-year total assets ($M) among Texas Stewart Group Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$295K
Net Assets (End of Year)$382K
Net Income$87K
Employer EIN830623830
Plan Effective Date2018-05-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Stewart Group Inc.)

Sponsor-wide plan assets over time

All Texas Stewart Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$382K 91.4799913822906% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.2M $0.38M ▲ +90.0%
Year Plans Participants Total Assets
2022 1 2 $200K
2023 1 2 $295K
2024 1 2 $382K

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Texas Stewart Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Texas Stewart Group Inc. Retirement Plan, Total assets ($B): 0.000382173 · Participants: 2Texas Stewart Group Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Texas Stewart Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Texas Stewart Group Inc. Retirement Plan side-by-side with 3 peers →

Texas Stewart Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan in SC ($382K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 Texas Stewart Group Inc. Retirement Plan assets move in 2024? ▼
Texas Stewart Group Inc. Retirement Plan grew sharply - up 29.7% during 2024, from $295K to $382K. Reported net income was $87K.
How have Texas Stewart Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Stewart Group Inc.'s sponsor-wide assets grew 91.5%, from $200K to $382K.
Where does Texas Stewart Group Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Texas Stewart Group Inc. Retirement Plan ranks in the 16th 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 Profit Sharing plans are similar in size to Texas Stewart Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan in SC ($382K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Texas Stewart Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830623830.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.