401(k) · DOL Form 5500 · 2022

Staunton Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
405
Participants Below avg headcount
54th
Percentile by assets National rank
$14,432
Avg per participant Low balance/head
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Official DOL plan name: Employees Retirement Savings Plan · Sponsored by Staunton Capital, Inc. · North Carolina · Manufacturing

$6M in assets, 405 participants

Staunton Capital, Inc.'s Employees Retirement Savings Plan reported $6M in total assets and 405 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,873 in Manufacturing (20,602 peers)

Coverage in North Carolina

Employees Retirement Savings Plan covers 405 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#7,873
in Manufacturing (20,602 peers)
-16.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Employees Retirement Savings Plan vs every filed plan by assets

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

$5,845,054 Top 46% higher than 54% 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

Employees Retirement Savings 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. Employees Retirement Savings Plan sits mid-pack in the medium band (405 participants).

EBSA filing schedule strip

Filing strip 561669702 · Staunton Capital, Inc. PY 2022 · 401(k)

Employees Retirement Savings Plan · $6M · 405 · 54th

  • ASSETS $6M
  • ASSETS 405
  • ASSETS 54th
  • ASSETS 401(k)
  • ASSETS near Concerto 401(k) Plan
  • ASSETS ind #7873

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 Manufacturing retirement plans → · Plans in North Carolina →

Employees Retirement Savings Plan in the asset neighbourhood

Employees Retirement Savings PlanEmployees Retirement Savings…$6MConcerto 401(k) Plan$6MProfessional Alternative 401(k) PlanProfessional Alternative 401…$6MVisio Financial Services, Inc. 401(k) Retirement PlanVisio Financial Services, In…$6MSbsb Law 401(k) Plan$6M
End-of-year total assets ($M) among Employees Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN561669702
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Staunton Capital, Inc.)

Sponsor-wide plan assets over time

All Staunton Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.635379929766261% vs 2022
2024 filing year
$5.8M$5.9M$6M$6.1M$6.2M$6.3M 202220232024 $5.85M $6.17M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 405 $6M
2023 1 405 $6M
2024 1 353 $6M

Nearby 401(k) Plans in North Carolina

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

Employees Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Employees Retirement Savings Plan, Total assets ($B): 0.005845054 · Participants: 405Employees Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Employees Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Employees Retirement Savings Plan side-by-side with 3 peers →

Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Concerto 401(k) Plan in IL ($6M); by covered participants it is Pennock Hospital 401(a) Retirement Plan in MI (405 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (405 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 Employees Retirement Savings Plan assets move in 2022? ▼
Employees Retirement Savings Plan declined sharply - down 16.7% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Staunton Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Staunton Capital, Inc.'s sponsor-wide assets grew 5.6%, from $6M to $6M.
Which 401(k) plans are similar in size to Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Concerto 401(k) Plan in IL ($6M, 416 participants).
Which 401(k) plans cover a similar participant headcount to Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pennock Hospital 401(a) Retirement Plan in MI (405 participants, $317K 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 561669702.

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.