PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RONALD A. STEWART DO PA
Sponsor portfolio

RONALD A. STEWART DO PA

EIN 75-2653185-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
40
7120 MCCART AVE - FORT WORTH, TX 76133817-294-3566
Plans on this EIN
2 filings
#001401k-$1.0M - 24 part#002CashBalance-$778K - 16 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN AND TRUST (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)24
  • CASH BALANCE PLAN (#002)16
Total 40Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RONALD A. STEWART DO PA 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.0M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MCCART MEDICAL CASH BALANCE PLAN

CashBalance

Assets$778K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RONALD A. STEWART DO PA 401(K) PROFIT SHARING PLAN AND TRUST401k$1.0M242024
002MCCART MEDICAL CASH BALANCE PLANCashBalance$778K162024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica