401(k) · DOL Form 5500 · 2022

Stutzman, Bromberg, Esserman & Plifka 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
45
Participants Small participant base
82nd
Percentile by assets National rank
$649,025
Avg per participant High balance/head
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Official DOL plan name: Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan · Sponsored by Stutzman, Bromberg, Esserman & Plifka · Texas · Professional & Technical Services

$29M in assets, 45 participants

Stutzman, Bromberg, Esserman & Plifka's Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan reported $29M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,905 in Professional & Technical Services (21,562 peers)

Where Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan sits by assets

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 45 participants (~$649,025/participant), down 17.8% in 2022.

#17,905
in Professional & Technical Services (21,562 peers)
-17.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan's outsized position by total assets

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,206,128 Top 18% higher than 82% of 139,123 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 2022

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan is a small filing (45 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 752355903 · Stutzman, Bromberg, Esserman & Plifka PY 2022 · 401(k)

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan · $29M · 45 · 82nd

  • IND $29M
  • EOY 45
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Charter Oak Federal Credit Union Retirement Plan
  • EIN ind #17905

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 Professional & Technical Services retirement plans → · Plans in Texas →

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan in the asset neighbourhood

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement PlanStutzman, Bromberg, Esserman…$29MCharter Oak Federal Credit Union Retirement PlanCharter Oak Federal Credit U…$29MJacobs Group 401(k) Plan$29MThe Lycra Company 401(k) Plan$29MThe Citizens National Bank of Meridian 401(k) Profit Sharing PlanThe Citizens National Bank o…$29M
End-of-year total assets ($M) among Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$29M
Net Income-$6M
Employer EIN752355903
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stutzman, Bromberg, Esserman & Plifka)

Sponsor-wide plan assets over time

All Stutzman, Bromberg, Esserman & Plifka plans reported in each filing year

Latest sponsor-wide plan assets
$43M 48.13198106917836% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.2M $43.3M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 45 $29M
2023 1 46 $36M
2024 1 43 $43M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan, Total assets ($B): 0.029206128 · Participants: 45Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan side-by-side with 3 peers →

Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Charter Oak Federal Credit Union Retirement Plan in CT ($29M); by covered participants it is The L&b Reforestation Inc Retirement Plan in OR (45 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan assets move in 2022? ▼
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan declined sharply - down 17.8% during 2022, from $36M to $29M. Reported net income was -$6M.
How have Stutzman, Bromberg, Esserman & Plifka plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stutzman, Bromberg, Esserman & Plifka's sponsor-wide assets grew 48.1%, from $29M to $43M.
Where does Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charter Oak Federal Credit Union Retirement Plan in CT ($29M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The L&b Reforestation Inc Retirement Plan in OR (45 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752355903.

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.