401(k) · DOL Form 5500 · 2022

Penn Stuart & Eskridge 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
78
Participants Small participant base
85th
Percentile by assets National rank
$481,727
Avg per participant High balance/head
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Official DOL plan name: Penn Stuart & Eskridge Profit Sharing Plan · Sponsored by Penn Stuart & Eskridge · Virginia · Professional & Technical Services

$38M in assets, 78 participants

Penn Stuart & Eskridge's Penn Stuart & Eskridge Profit Sharing Plan reported $38M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,588 in Professional & Technical Services (21,562 peers)

Where Penn Stuart & Eskridge Profit Sharing Plan sits by assets

Penn Stuart & Eskridge Profit Sharing Plan sits in the top quartile of all filed plans by assets, $38M for 78 participants (~$481,727/participant), down 20.2% in 2022.

#18,588
in Professional & Technical Services (21,562 peers)
-20.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penn Stuart & Eskridge Profit Sharing Plan's outsized position by total assets

Penn Stuart & Eskridge Profit Sharing Plan vs every filed plan by assets

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

$37,574,704 Top 15% higher than 85% 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

Penn Stuart & Eskridge Profit Sharing 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. Penn Stuart & Eskridge Profit Sharing Plan is a small filing (78 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 541064212 · Penn Stuart & Eskridge PY 2022 · 401(k)

Penn Stuart & Eskridge Profit Sharing Plan · $38M · 78 · 85th

  • RANK $38M
  • RANK 78
  • RANK 85th
  • RANK 401(k)
  • RANK near Territorial Savings Bank 401(k) Plan
  • RANK ind #18588

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 Virginia →

Penn Stuart & Eskridge Profit Sharing Plan in the asset neighbourhood

Life Storage 401(k) Plan$38MPenn Stuart & Eskridge Profit Sharing PlanPenn Stuart & Eskridge Profi…$38MTerritorial Savings Bank 401(k) PlanTerritorial Savings Bank 401…$38MAvalign Technologies Inc 401(k) PlanAvalign Technologies Inc 401…$38MMac Haik Employees' Retirement PlanMac Haik Employees' Retireme…$38M
End-of-year total assets ($M) among Penn Stuart & Eskridge Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$38M
Net Income-$10M
Employer EIN541064212
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn Stuart & Eskridge)

Sponsor-wide plan assets over time

All Penn Stuart & Eskridge plans reported in each filing year

Latest sponsor-wide plan assets
$49M 31.08376050014925% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.6M $49.3M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 78 $38M
2023 1 70 $44M
2024 1 75 $49M

Nearby 401(k) Plans in Virginia

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

Penn Stuart & Eskridge Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Penn Stuart & Eskridge Profit Sharing Plan, Total assets ($B): 0.037574704 · Participants: 78Penn Stuart & Eskridge Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Penn Stuart & Eskridge Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Penn Stuart & Eskridge Profit Sharing Plan side-by-side with 3 peers →

Penn Stuart & Eskridge Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Territorial Savings Bank 401(k) Plan in HI ($38M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Penn Stuart & Eskridge Profit Sharing Plan assets move in 2022? ▼
Penn Stuart & Eskridge Profit Sharing Plan declined sharply - down 20.2% during 2022, from $47M to $38M. Reported net income was -$10M.
How have Penn Stuart & Eskridge plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn Stuart & Eskridge's sponsor-wide assets grew 31.1%, from $38M to $49M.
Where does Penn Stuart & Eskridge Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Penn Stuart & Eskridge Profit Sharing Plan ranks in the 85th 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 Penn Stuart & Eskridge Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Territorial Savings Bank 401(k) Plan in HI ($38M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Penn Stuart & Eskridge Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 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 541064212.

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.