Profit Sharing · DOL Form 5500 · 2022

Walter Stump Insurance Agency, LLC Profit Sharing Plan

Data updated 2026-08-25

$726K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$363,025
Avg per participant High balance/head
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Official DOL plan name: Walter Stump Insurance Agency Profit Sharing Plan · Sponsored by Walter Stump Insurance Agency, LLC · Pennsylvania · Finance & Insurance

$726K in assets, 2 participants

Walter Stump Insurance Agency, LLC's Walter Stump Insurance Agency Profit Sharing Plan reported $726K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,304 in Finance & Insurance (9,261 peers)

Walter Stump Insurance Agency, LLC multi-year trail

Walter Stump Insurance Agency, LLC's plans moved +53.4% in assets from 2022 to 2024; this filing shows Walter Stump Insurance Agency Profit Sharing Plan at $726K / 2 participants.

#1,304
in Finance & Insurance (9,261 peers)
-26.1%
assets change YoY

The plan reported a net loss of $257K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walter Stump Insurance Agency Profit Sharing Plan among the smaller filed plans by assets

Walter Stump Insurance Agency Profit Sharing Plan vs every filed plan by assets

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

$726,049 22nd percentile higher than 22% 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

Walter Stump Insurance Agency Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walter Stump Insurance Agency Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 262540542 · Walter Stump Insurance Agency, LLC PY 2022 · Profit Sharing

Walter Stump Insurance Agency Profit Sharing Plan · $726K · 2 · 22nd

  • ASSETS $726K
  • ASSETS 2
  • ASSETS 22nd
  • ASSETS Profit Sharing
  • ASSETS near Stl Fitness, Inc. Retirement Plan
  • ASSETS ind #1304

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 Pennsylvania →

Walter Stump Insurance Agency Profit Sharing Plan in the asset neighbourhood

Walter Stump Insurance Agency Profit Sharing PlanWalter Stump Insurance Agenc…$726KStl Fitness, Inc. Retirement PlanStl Fitness, Inc. Retirement…$726KBrintons Paint Company Profit Sharing PlanBrintons Paint Company Profi…$726KW. Janson Davis PA Vip Plus Profit Sharing PlanW. Janson Davis PA Vip Plus …$726KDkp Enterprises Inc. Retirement PlanDkp Enterprises Inc. Retirem…$725K
End-of-year total assets ($M) among Walter Stump Insurance Agency Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Walter Stump Insurance Agency, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Walter Stump Insurance Agency, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 53.386511461009945% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.7M $2.6M ▲ +52.9%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $2M
2024 2 4 $3M

Walter Stump Insurance Agency, LLC filing trail (2022)

Total Assets (Beginning of Year)$983K
Net Assets (End of Year)$726K
Net Income-$257K
Employer EIN262540542
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Walter Stump Insurance Agency Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Walter Stump Insurance Agency Profit Sharing Plan, Total assets ($B): 0.000726049 · Participants: 2Walter Stump Insurance Agency Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Walter Stump Insurance Agency Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Walter Stump Insurance Agency Profit Sharing Plan side-by-side with 3 peers →

Walter Stump Insurance Agency Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Stl Fitness, Inc. Retirement Plan in KY ($726K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($726K here).

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 Walter Stump Insurance Agency Profit Sharing Plan assets move in 2022? ▼
Walter Stump Insurance Agency Profit Sharing Plan declined sharply - down 26.1% during 2022, from $983K to $726K. Reported net income was -$257K.
How have Walter Stump Insurance Agency, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter Stump Insurance Agency, LLC's sponsor-wide assets grew 53.4%, from $2M to $3M.
Where does Walter Stump Insurance Agency Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Walter Stump Insurance Agency Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Walter Stump Insurance Agency Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stl Fitness, Inc. Retirement Plan in KY ($726K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Walter Stump Insurance Agency Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 262540542.

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.