Money Purchase · DOL Form 5500 · 2023

Walter Stump Insurance Agency, LLC Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$611,625
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walter Stump Insurance Agency Money Purchase Pension Plan · Sponsored by Walter Stump Insurance Agency, LLC · Pennsylvania · Finance & Insurance

$1M in assets, 2 participants

Walter Stump Insurance Agency, LLC's Walter Stump Insurance Agency Money Purchase Pension Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,475 in Finance & Insurance (8,869 peers)

Walter Stump Insurance Agency, LLC multi-year trail

Walter Stump Insurance Agency, LLC's plans moved +53.4% in assets from 2022 to 2024; this filing shows Walter Stump Insurance Agency Money Purchase Pension Plan at $1M / 2 participants.

#1,475
in Finance & Insurance (8,869 peers)
+26.0%
assets growth YoY

Walter Stump Insurance Agency Money Purchase Pension Plan among the smaller filed plans by assets

Walter Stump Insurance Agency Money Purchase Pension Plan vs every filed plan by assets

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

$1,223,249 25th percentile higher than 25% 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

Walter Stump Insurance Agency Money Purchase Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walter Stump Insurance Agency Money Purchase Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walter Stump Insurance Agency Money Purchase Pension Plan reported net income rose from -$330K in the plan year 2022 filing to $252K in the plan year 2023 filing.
  • Walter Stump Insurance Agency Money Purchase Pension Plan end-of-year assets rose from $971K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 262540542 · Walter Stump Insurance Agency, LLC PY 2023 · Money Purchase

Walter Stump Insurance Agency Money Purchase Pension Plan · $1M · 2 · 25th

  • EOY $1M
  • EOY 2
  • EOY 25th
  • EOY Money Purchase
  • EOY near Henry a. Sheinkopf Communications, Ltd. Pension Plan
  • EOY ind #1475

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 Pennsylvania →

Walter Stump Insurance Agency Money Purchase Pension Plan in the asset neighbourhood

Jeral Wayman Hastings$1MWalter Stump Insurance Agency Money Purchase Pension PlanWalter Stump Insurance Agenc…$1MHenry a. Sheinkopf Communications, Ltd. Pension PlanHenry a. Sheinkopf Communica…$1MBond, McDonald's & Lehman, P.C. Pension PlanBond, McDonald's & Lehman, P…$1MJm III Retirement Plan$1M
End-of-year total assets ($M) among Walter Stump Insurance Agency Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Walter Stump Insurance Agency, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Walter Stump Insurance Agency, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 53.386511461009945% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.7M $2.6M ▲ +52.9%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $2M
2024 2 4 $3M

Walter Stump Insurance Agency, LLC filing trail (2023)

Total Assets (Beginning of Year)$971K
Net Assets (End of Year)$1M
Net Income$252K
Employer EIN262540542
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Walter Stump Insurance Agency Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Walter Stump Insurance Agency Money Purchase Pension Plan, Total assets ($M): 1.223249 · Participants: 2Walter Stump Insurance Agency Money Purchase Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Walter Stump Insurance Agency Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Walter Stump Insurance Agency Money Purchase Pension Plan side-by-side with 3 peers →

Walter Stump Insurance Agency Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Henry a. Sheinkopf Communications, Ltd. Pension Plan in NY ($1M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Walter Stump Insurance Agency Money Purchase Pension Plan assets move in 2023? ▼
Walter Stump Insurance Agency Money Purchase Pension Plan grew sharply - up 26.0% during 2023, from $971K to $1M. Reported net income was $252K.
How have Walter Stump Insurance Agency, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter Stump Insurance Agency, LLC's sponsor-wide assets grew 53.4%, from $2M to $3M.
Where does Walter Stump Insurance Agency Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Walter Stump Insurance Agency Money Purchase Pension Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Walter Stump Insurance Agency Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Henry a. Sheinkopf Communications, Ltd. Pension Plan in NY ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Walter Stump Insurance Agency Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 262540542.

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.