The Stewart Organization, Inc. 401(k) Plan: Login, Facts & Contact Information

The Stewart Organization, Inc. 401(k) Plan Facts

Plan name
THE STEWART ORGANIZATION 401(K) PARTNER PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE STEWART ORGANIZATION, INC.
Participants
177 (145 active employees)
Former employees with a balance
22
Plan assets
$12,376,254 at Dec 31, 2024
Average account balance
$75,465 across 164 accounts
Employer contributions
$402,061 in plan year 2024 (31% of all contributions)
Recordkeeper
Empower Annuity Insurance Co Of Am
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1994
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.28 million went into the plan in contributions, $402,061 of it from the employer (31%).
  • $2.27 million was paid out to participants.
  • Investment and other income added $1.29 million.
  • Administrative expenses were $46,903, about $286 per account.

How the The Stewart Organization, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019162$13.3 million$382,535$1.11 million
2020168$14.7 million$353,321$1.72 million
2021169$21.2 million$368,158$428,198
2022169$16.8 million$379,690$1.69 million
2023165$12.1 million$406,063$7.48 million
2024177$12.4 million$402,061$2.27 million

The Stewart Organization, Inc. 401(k) Contact Information

Phone
972-652-3200
Mailing address
2300 GATEWAY DRIVE, IRVING TX 75063
Plan sponsor
THE STEWART ORGANIZATION, INC.
Employer identification number (EIN)
63-0812930
Plan number
001

Questions about the The Stewart Organization, Inc. 401(k)

Does The Stewart Organization, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $402,061, 31% of all contributions.

Does the The Stewart Organization, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Stewart Organization, Inc 401(k) plan?

177 participants at the start of plan year 2024, 145 of them active employees, and 22 former employees who still had money in the plan.

What is the average 401(k) balance at The Stewart Organization, Inc?

About $75,465 per account: $12.4 million in plan assets across 164 accounts with a balance at the end of plan year 2024.

Who manages the The Stewart Organization, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE CO OF AM) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Stewart Organization, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: PO BOX 5108, MISSOULA, MT, 59806
Headquarter: 100 RICHARD JACKSON BLVD SUITE 100, PANAMA CITY BEACH, FL, 32407
Headquarter: 555 WEST FIFTH STREET, SUITE 300, LOS ANGELES, CA, 900131021
Headquarter: 6360 SPRINT PARKWAY, OVERLAND PARK, KS, 66251
Headquarter: MAIL CODE GA ATL-636 303 PEACHTREE STREET, 4TH FLOOR, ATLANTA, GA, 303083200