401(k) · DOL Form 5500 · 2022

Duval Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
372
Participants Below avg headcount
85th
Percentile by assets National rank
$95,858
Avg per participant Below avg balance/head
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Official DOL plan name: Stillwater Insurance Group 401(k) Plan · Sponsored by Duval Holdings, Inc. · Florida · Finance & Insurance

$36M in assets, 372 participants

Duval Holdings, Inc.'s Stillwater Insurance Group 401(k) Plan reported $36M in total assets and 372 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.

  • #6,992 in Finance & Insurance (9,261 peers)

Where Stillwater Insurance Group 401(k) Plan sits by assets

Stillwater Insurance Group 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 372 participants (~$95,858/participant), up 0.3% in 2022.

#6,992
in Finance & Insurance (9,261 peers)
+0.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stillwater Insurance Group 401(k) Plan's outsized position by total assets

Stillwater Insurance Group 401(k) Plan vs every filed plan by assets

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

$35,659,258 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

Stillwater Insurance Group 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. Stillwater Insurance Group 401(k) Plan sits mid-pack in the medium band (372 participants).

EBSA filing schedule strip

Filing strip 383865632 · Duval Holdings, Inc. PY 2022 · 401(k)

Stillwater Insurance Group 401(k) Plan · $36M · 372 · 85th

  • NET $36M
  • NET 372
  • NET 85th
  • NET 401(k)
  • NET near Big Rock 401(k) Savings Plan
  • NET ind #6992

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 Florida →

Stillwater Insurance Group 401(k) Plan in the asset neighbourhood

Stillwater Insurance Group 401(k) PlanStillwater Insurance Group 4…$36MBig Rock 401(k) Savings Plan$36MHall & Evans, LLC Employee Savings PlanHall & Evans, LLC Employee S…$36MJoe Daniels Construction Company, Inc. Retirement PlanJoe Daniels Construction Com…$36MAjc 401(k) Plan$36M
End-of-year total assets ($M) among Stillwater Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$36M
Net Income-$5M
Employer EIN383865632
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Duval Holdings, Inc.)

Sponsor-wide plan assets over time

All Duval Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 21.252335087847314% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.7M $43.2M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 372 $36M
2023 1 406 $42M
2024 1 356 $43M

Nearby 401(k) Plans in Florida

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

Stillwater Insurance Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Stillwater Insurance Group 401(k) Plan, Total assets ($B): 0.035659258 · Participants: 372Stillwater Insurance Group 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Stillwater Insurance Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Stillwater Insurance Group 401(k) Plan side-by-side with 3 peers →

Stillwater Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Big Rock 401(k) Savings Plan in NC ($36M); by covered participants it is Contango Oil & Gas Company 401(k) Plan in TX (372 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (372 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 Stillwater Insurance Group 401(k) Plan assets move in 2022? ▼
Stillwater Insurance Group 401(k) Plan held essentially flat - up 0.3% during 2022, from $36M to $36M. Reported net income was -$5M.
How have Duval Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duval Holdings, Inc.'s sponsor-wide assets grew 21.3%, from $36M to $43M.
Where does Stillwater Insurance Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Stillwater Insurance Group 401(k) 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 Stillwater Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Big Rock 401(k) Savings Plan in NC ($36M, 520 participants).
Which 401(k) plans cover a similar participant headcount to Stillwater Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Contango Oil & Gas Company 401(k) Plan in TX (372 participants, N/A 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 383865632.

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.