Department of Labor filing

THE JOHN STEWART COMPANY

THE JOHN STEWART COMPANY 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 26, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

44filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,078

Reported employer contributions per active participant.

Higher than about 47% of comparable plans

#People in the filing

1,355

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$125 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 36% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202444out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions47th percentileTypical peer $1,145 · based on 241 comparable plans

Lower reported administrative expense36th percentileTypical peer $91 · based on 244 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, THE JOHN STEWART COMPANY reported $1,461,080 in employer contributions across the plan and 1,355 active participants. That works out to $1,078 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy69%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 44.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 15.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context44/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,461,080
Participant contributions: $5,876,237
Other contributions: $236,081
Employer share of reported contributions: 19.9%
Beginning assets: $57,801,558
Ending assets: $66,590,799
Ending net assets: $66,590,799
Ending liabilities: Not reported
Total income: $15,618,347
Total expenses: $6,829,106
Administrative expenses: $236,278
Participant loans: $1,739,574

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$744

2023

$839

2024

$1,078

Plan-paid administrative expenses per participant

2022

$108

2023

$110

2024

$125

Active participants

2022

1,494

2023

1,510

2024

1,355

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,078	1,355	66.6M	20250826094052NAL0016856946001
2023	$839	1,510	57.8M	20240829110105NAL0013453665001
2022	$744	1,494	47.9M	20230905150754NAL0012360465001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 942477073-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 1, 1991
Industry: Real estate
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
TRANSAMERICA RETIREMENT SOLUTIONS	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250826094052NAL0016856946001

Data sourceDOL Form 5500 bulk data ↗

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