401(k) · DOL Form 5500 · 2023

Stimmel Associates, P.a. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
37
Participants Small participant base
60th
Percentile by assets National rank
$290,055
Avg per participant High balance/head
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Official DOL plan name: Stimmel Associates, P.a. 401(k) Profit Sharing Plan · Sponsored by Stimmel Associates, P.a. · North Carolina · Professional & Technical Services

$11M in assets, 37 participants

Stimmel Associates, P.a.'s Stimmel Associates, P.a. 401(k) Profit Sharing Plan reported $11M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,981 in Professional & Technical Services (20,321 peers)

Stimmel Associates, P.a. multi-year trail

Stimmel Associates, P.a.'s plans moved +34.6% in assets from 2022 to 2024; this filing shows Stimmel Associates, P.a. 401(k) Profit Sharing Plan at $11M / 37 participants.

#11,981
in Professional & Technical Services (20,321 peers)
+23.5%
assets growth YoY

Stimmel Associates, P.a. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stimmel Associates, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,732,052 Top 40% higher than 60% of 127,068 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 2023

Stimmel Associates, P.a. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stimmel Associates, P.a. 401(k) Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stimmel Associates, P.a. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stimmel Associates, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Stimmel Associates, P.a. 401(k) Profit Sharing Plan reported participants rose from 35 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561616978 · Stimmel Associates, P.a. PY 2023 · 401(k)

Stimmel Associates, P.a. 401(k) Profit Sharing Plan · $11M · 37 · 60th

  • EBSA $11M
  • EBSA 37
  • EBSA 60th
  • EBSA 401(k)
  • EBSA near Schmitty & Sons Holdings, Inc. 401(k) Plan
  • EBSA ind #11981

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 North Carolina →

Stimmel Associates, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Stimmel Associates, P.a. 401(k) Profit Sharing PlanStimmel Associates, P.a. 401…$11MSchmitty & Sons Holdings, Inc. 401(k) PlanSchmitty & Sons Holdings, In…$11MFirst Robinson Savings Bank, N. a. 401(k) Retirement Savings PlanFirst Robinson Savings Bank,…$11MCarolton Hospital Employee Profit Sharing PlanCarolton Hospital Employee P…$11MImage International Manufacturing, LLC 401(k) PlanImage International Manufact…$11M
End-of-year total assets ($M) among Stimmel Associates, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stimmel Associates, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Stimmel Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 34.57402079291293% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.69M $11.7M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 35 $9M
2023 1 37 $11M
2024 1 38 $12M

Stimmel Associates, P.a. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN561616978
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Stimmel Associates, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Stimmel Associates, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.010732052 · Participants: 37Stimmel Associates, P.a. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Stimmel Associates, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Stimmel Associates, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stimmel Associates, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Schmitty & Sons Holdings, Inc. 401(k) Plan in MN ($11M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stimmel Associates, P.a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Stimmel Associates, P.a. 401(k) Profit Sharing Plan grew sharply - up 23.5% during 2023, from $9M to $11M. Reported net income was $2M.
How have Stimmel Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stimmel Associates, P.a.'s sponsor-wide assets grew 34.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Stimmel Associates, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schmitty & Sons Holdings, Inc. 401(k) Plan in MN ($11M, 508 participants).
Which 401(k) plans cover a similar participant headcount to Stimmel Associates, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561616978.

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.