401(k) · DOL Form 5500 · 2022

Stambaugh Ness, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
197
Participants Below avg headcount
79th
Percentile by assets National rank
$117,322
Avg per participant Below avg balance/head
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Official DOL plan name: Stambaugh Ness 401(k) Plan · Sponsored by Stambaugh Ness, Inc. · Pennsylvania · Professional & Technical Services

$23M in assets, 197 participants

Stambaugh Ness, Inc.'s Stambaugh Ness 401(k) Plan reported $23M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,176 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Stambaugh Ness 401(k) Plan covers 197 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#17,176
in Professional & Technical Services (21,562 peers)
-13.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stambaugh Ness 401(k) Plan's outsized position by total assets

Stambaugh Ness 401(k) Plan vs every filed plan by assets

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

$23,112,409 Top 21% higher than 79% 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

Stambaugh Ness 401(k) 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. Stambaugh Ness 401(k) Plan sits mid-pack in the medium band (197 participants).

Form 5500 schedule snapshot

Filing strip 232846715 · Stambaugh Ness, Inc. PY 2022 · 401(k)

Stambaugh Ness 401(k) Plan · $23M · 197 · 79th

  • BOY $23M
  • SCH 197
  • EBSA 79th
  • PART 401(k)
  • TYPE near New South Construction Company 401(k) Plan
  • NET ind #17176

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 Pennsylvania →

Stambaugh Ness 401(k) Plan in the asset neighbourhood

Stambaugh Ness 401(k) Plan$23MNew South Construction Company 401(k) PlanNew South Construction Compa…$23MPetiq 401(k) Plan$23MThe Burdick Companies 401(k) PlanThe Burdick Companies 401(k)…$23MPioneer Technical Services, Inc. 401(k) Profit Sharing PlanPioneer Technical Services, …$23M
End-of-year total assets ($M) among Stambaugh Ness 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN232846715
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stambaugh Ness, Inc.)

Sponsor-wide plan assets over time

All Stambaugh Ness, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 39.48055782501945% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.1M $32.2M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 197 $23M
2023 1 197 $28M
2024 1 186 $32M

Nearby 401(k) Plans in Pennsylvania

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

Stambaugh Ness 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Stambaugh Ness 401(k) Plan, Total assets ($B): 0.023112409 · Participants: 197Stambaugh Ness 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Stambaugh Ness 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stambaugh Ness 401(k) Plan side-by-side with 3 peers →

Stambaugh Ness 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is New South Construction Company 401(k) Plan in GA ($23M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Stambaugh Ness 401(k) Plan assets move in 2022? ▼
Stambaugh Ness 401(k) Plan pulled back noticeably - down 13.3% during 2022, from $27M to $23M. Reported net income was -$4M.
How have Stambaugh Ness, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stambaugh Ness, Inc.'s sponsor-wide assets grew 39.5%, from $23M to $32M.
Where does Stambaugh Ness 401(k) Plan rank by assets among Form 5500 filers? ▼
Stambaugh Ness 401(k) Plan ranks in the 79th 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 Stambaugh Ness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New South Construction Company 401(k) Plan in GA ($23M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Stambaugh Ness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M 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 232846715.

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.