Money Purchase · DOL Form 5500 · 2022

James a. Scott & Son, Inc. Money Purchase Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
346
Participants Below avg headcount
73rd
Percentile by assets National rank
$45,670
Avg per participant Low balance/head
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Official DOL plan name: James a. Scott & Son, Inc. Pension Plan · Sponsored by James a. Scott & Son, Inc. · Virginia · Finance & Insurance

$16M in assets, 346 participants

James a. Scott & Son, Inc.'s James a. Scott & Son, Inc. Pension Plan reported $16M in total assets and 346 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,430 in Finance & Insurance (9,261 peers)

Coverage in Virginia

James a. Scott & Son, Inc. Pension Plan covers 346 participants in Virginia, about 44% of the average Virginia filer (state average ~782 per filing). Assets: $16M.

#5,430
in Finance & Insurance (9,261 peers)
-17.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James a. Scott & Son, Inc. Pension Plan's outsized position by total assets

James a. Scott & Son, Inc. Pension Plan vs every filed plan by assets

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

$15,801,979 Top 27% higher than 73% 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

James a. Scott & Son, Inc. Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James a. Scott & Son, Inc. Pension Plan sits mid-pack in the medium band (346 participants).

EBSA filing schedule strip

Filing strip 540372970 · James a. Scott & Son, Inc. PY 2022 · Money Purchase

James a. Scott & Son, Inc. Pension Plan · $16M · 346 · 73rd

  • EOY $16M
  • 5500 346
  • ASSETS 73rd
  • PCT Money Purchase
  • EIN near Brt Apartments Corp. Pension Plan
  • RANK ind #5430

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 Finance & Insurance retirement plans → · Plans in Virginia →

James a. Scott & Son, Inc. Pension Plan in the asset neighbourhood

Plumbers & Steamfitters Local 577 Annuity PlanPlumbers & Steamfitters Loca…$16MJames a. Scott & Son, Inc. Pension PlanJames a. Scott & Son, Inc. P…$16MBrt Apartments Corp. Pension PlanBrt Apartments Corp. Pension…$16MConsortium for Worker Education, Inc. 401(a) DC PlConsortium for Worker Educat…$16MStuart Frankel & Co Inc. Money Purchase PlanStuart Frankel & Co Inc. Mon…$16M
End-of-year total assets ($M) among James a. Scott & Son, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN540372970
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James a. Scott & Son, Inc.)

Sponsor-wide plan assets over time

All James a. Scott & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$253M 26.799745449690953% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $199M $253M ▲ +26.8%
Year Plans Participants Total Assets
2022 2 698 $199M
2023 2 742 $222M
2024 2 786 $253M

Nearby Money Purchase Plans in Virginia

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

James a. Scott & Son, Inc. Pension Plan vs. nearby Money Purchase plans in Virginia, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants James a. Scott & Son, Inc. Pension Plan, Total assets ($B): 0.015801979 · Participants: 346James a. Scott & Son, Inc. Pension PlanThe George Washington University Retirement Plan for Faculty and Staff, Total assets ($B): 1.154652832 · Participants: 4007The George Washington University Retirement Plan for Faculty and StaffNoblis, Inc. Qualified Retirement Plan, Total assets ($B): 0.200098819 · Participants: 2060Noblis, Inc. Qualified Retirement PlanMid-Atlantic States District Council Participating Locals Annuity Fund, Total assets ($B): 0.107767334 · Participants: 2809Mid-Atlantic States District Council Participating Locals Annuity FundAmerican College of Radiology Employees' Pension Plan and Trust, Total assets ($B): 0.085212358 · Participants: 547American College of Radiology Employees' Pension Plan and TrustPlumbers & Fitters Local No. 110 Annuity Trust Fund, Total assets ($B): 0.04708721 · Participants: 806Plumbers & Fitters Local No. 110 Annuity Trust Fund
James a. Scott & Son, Inc. Pension Plan vs. nearby Money Purchase plans in Virginia, assets vs. participants
Compare James a. Scott & Son, Inc. Pension Plan side-by-side with 3 peers →

James a. Scott & Son, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Virginia, the nearest Money Purchase by assets is Brt Apartments Corp. Pension Plan in NY ($16M); by covered participants it is Pga of America Employees Retirement Plan in FL (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.

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 James a. Scott & Son, Inc. Pension Plan assets move in 2022? ▼
James a. Scott & Son, Inc. Pension Plan declined sharply - down 17.7% during 2022, from $19M to $16M. Reported net income was -$3M.
How have James a. Scott & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James a. Scott & Son, Inc.'s sponsor-wide assets grew 26.8%, from $199M to $253M.
Which Money Purchase plans are similar in size to James a. Scott & Son, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Brt Apartments Corp. Pension Plan in NY ($16M, 13 participants).
Which Money Purchase plans cover a similar participant headcount to James a. Scott & Son, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pga of America Employees Retirement Plan in FL (346 participants, $22M 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 540372970.

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.