Profit Sharing · DOL Form 5500 · 2023

Walter Stump Insurance Agency, LLC Profit Sharing Plan

Data updated 2026-08-25

$925K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$462,316
Avg per participant High balance/head
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Official DOL plan name: Walter Stump Insurance Agency Profit Sharing Plan · Sponsored by Walter Stump Insurance Agency, LLC · Pennsylvania · Finance & Insurance

$925K in assets, 2 participants

Walter Stump Insurance Agency, LLC's Walter Stump Insurance Agency Profit Sharing Plan reported $925K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,292 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 Profit Sharing Plan at $925K / 2 participants.

#1,292
in Finance & Insurance (8,869 peers)
+27.4%
assets growth YoY

Walter Stump Insurance Agency Profit Sharing Plan among the smaller filed plans by assets

Walter Stump Insurance Agency Profit Sharing Plan vs every filed plan by assets

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

$924,631 23rd percentile higher than 23% 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 Profit Sharing 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 Profit Sharing 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 Profit Sharing Plan reported net income rose from -$257K in the plan year 2022 filing to $199K in the plan year 2023 filing.
  • Walter Stump Insurance Agency Profit Sharing Plan end-of-year assets rose from $726K in the plan year 2022 filing to $925K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262540542 · Walter Stump Insurance Agency, LLC PY 2023 · Profit Sharing

Walter Stump Insurance Agency Profit Sharing Plan · $925K · 2 · 23rd

  • PCT $925K
  • PCT 2
  • PCT 23rd
  • PCT Profit Sharing
  • PCT near Hvac Solutions, Inc. 401(k) Plan and Trust
  • PCT ind #1292

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 Profit Sharing Plan in the asset neighbourhood

Uroped Medical, P.S.C. Retirement PlanUroped Medical, P.S.C. Retir…$925KWalter Stump Insurance Agency Profit Sharing PlanWalter Stump Insurance Agenc…$925KHvac Solutions, Inc. 401(k) Plan and TrustHvac Solutions, Inc. 401(k) …$924KThe Del Vee Group Inc. Retirement PlanThe Del Vee Group Inc. Retir…$924KTocura Healthcare Staffing Inc. Retirement PlanTocura Healthcare Staffing I…$924K
End-of-year total assets ($M) among Walter Stump Insurance Agency Profit Sharing Plan and nearest nationwide Profit Sharing 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)$726K
Net Assets (End of Year)$925K
Net Income$199K
Employer EIN262540542
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Walter Stump Insurance Agency Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Walter Stump Insurance Agency Profit Sharing Plan, Total assets ($B): 0.000924631 · Participants: 2Walter Stump Insurance Agency Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Walter Stump Insurance Agency Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Walter Stump Insurance Agency Profit Sharing Plan side-by-side with 3 peers →

Walter Stump Insurance Agency Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Hvac Solutions, Inc. 401(k) Plan and Trust in CO ($924K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Profit Sharing Plan assets move in 2023? ▼
Walter Stump Insurance Agency Profit Sharing Plan grew sharply - up 27.4% during 2023, from $726K to $925K. Reported net income was $199K.
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 Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Walter Stump Insurance Agency Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Walter Stump Insurance Agency Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hvac Solutions, Inc. 401(k) Plan and Trust in CO ($924K, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to Walter Stump Insurance Agency Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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.