Money Purchase · DOL Form 5500 · 2022

Walter Stump Insurance Agency, LLC Money Purchase Plan

Data updated 2026-08-25

$971K
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$485,570
Avg per participant High balance/head
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Official DOL plan name: Walter Stump Insurance Agency Money Purchase Pension Plan · Sponsored by Walter Stump Insurance Agency, LLC · Pennsylvania · Finance & Insurance

$971K in assets, 2 participants

Walter Stump Insurance Agency, LLC's Walter Stump Insurance Agency Money Purchase Pension Plan reported $971K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,502 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 Money Purchase Pension Plan at $971K / 2 participants.

#1,502
in Finance & Insurance (9,261 peers)
-25.4%
assets change YoY

The plan reported a net loss of $330K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walter Stump Insurance Agency Money Purchase Pension Plan among the smaller filed plans by assets

Walter Stump Insurance Agency Money Purchase Pension Plan vs every filed plan by assets

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

$971,140 25th percentile higher than 25% 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 Money Purchase Pension 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 Money Purchase Pension Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 262540542 · Walter Stump Insurance Agency, LLC PY 2022 · Money Purchase

Walter Stump Insurance Agency Money Purchase Pension Plan · $971K · 2 · 25th

  • EIN $971K
  • EIN 2
  • EIN 25th
  • EIN Money Purchase
  • EIN near Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan
  • EIN ind #1502

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 Money Purchase Pension Plan in the asset neighbourhood

Sealift Shipyards Inc Money Purchase PlanSealift Shipyards Inc Money …$975KWalter Stump Insurance Agency Money Purchase Pension PlanWalter Stump Insurance Agenc…$971KIsv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement PlanIsv Pediatrics Psc & Juan Ba…$972KR.L. Zeigler Co., Inc. Money Purchase Pension PlanR.L. Zeigler Co., Inc. Money…$974KAlan Saven Health Care Keogh PlanAlan Saven Health Care Keogh…$967K
End-of-year total assets ($M) among Walter Stump Insurance Agency Money Purchase Pension Plan and nearest nationwide Money Purchase 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)$1M
Net Assets (End of Year)$971K
Net Income-$330K
Employer EIN262540542
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Walter Stump Insurance Agency Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Walter Stump Insurance Agency Money Purchase Pension Plan, Total assets ($M): 0.97114 · Participants: 2Walter Stump Insurance Agency Money Purchase Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Walter Stump Insurance Agency Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Walter Stump Insurance Agency Money Purchase Pension Plan side-by-side with 3 peers →

Walter Stump Insurance Agency Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan in PR ($972K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Walter Stump Insurance Agency Money Purchase Pension Plan assets move in 2022? ▼
Walter Stump Insurance Agency Money Purchase Pension Plan declined sharply - down 25.4% during 2022, from $1M to $971K. Reported net income was -$330K.
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 Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Walter Stump Insurance Agency Money Purchase Pension Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Walter Stump Insurance Agency Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan in PR ($972K, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Walter Stump Insurance Agency Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 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 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.