401(k) · DOL Form 5500 · 2023

Penn Stuart & Eskridge 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
70
Participants Small participant base
84th
Percentile by assets National rank
$634,438
Avg per participant High balance/head
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Official DOL plan name: Penn Stuart & Eskridge Profit Sharing Plan · Sponsored by Penn Stuart & Eskridge · Virginia · Professional & Technical Services

$44M in assets, 70 participants

Penn Stuart & Eskridge's Penn Stuart & Eskridge Profit Sharing Plan reported $44M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,325 in Professional & Technical Services (20,321 peers)

Where Penn Stuart & Eskridge Profit Sharing Plan sits by assets

Penn Stuart & Eskridge Profit Sharing Plan sits in the top quartile of all filed plans by assets, $44M for 70 participants (~$634,438/participant), up 18.2% in 2023.

#17,325
in Professional & Technical Services (20,321 peers)
+18.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Penn Stuart & Eskridge Profit Sharing Plan's outsized position by total assets

Penn Stuart & Eskridge Profit Sharing Plan vs every filed plan by assets

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

$44,410,663 Top 16% higher than 84% 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

Penn Stuart & Eskridge 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. Penn Stuart & Eskridge Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penn Stuart & Eskridge Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Penn Stuart & Eskridge Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Penn Stuart & Eskridge Profit Sharing Plan reported participants fell from 78 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541064212 · Penn Stuart & Eskridge PY 2023 · 401(k)

Penn Stuart & Eskridge Profit Sharing Plan · $44M · 70 · 84th

  • PART $44M
  • PART 70
  • PART 84th
  • PART 401(k)
  • PART near Empire Merchants North 401(k) Plan
  • PART ind #17325

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 Virginia →

Penn Stuart & Eskridge Profit Sharing Plan in the asset neighbourhood

Harkins Administrative Services, Inc. 401(k) Profit Sharing PlanHarkins Administrative Servi…$44MPenn Stuart & Eskridge Profit Sharing PlanPenn Stuart & Eskridge Profi…$44MEmpire Merchants North 401(k) PlanEmpire Merchants North 401(k…$44MNorthwest Primary Care Group, PC 401(k) PlanNorthwest Primary Care Group…$44MBristol Farms, Inc. 401(k) Savings PlanBristol Farms, Inc. 401(k) S…$44M
End-of-year total assets ($M) among Penn Stuart & Eskridge Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$7M
Employer EIN541064212
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn Stuart & Eskridge)

Sponsor-wide plan assets over time

All Penn Stuart & Eskridge plans reported in each filing year

Latest sponsor-wide plan assets
$49M 31.08376050014925% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.6M $49.3M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 78 $38M
2023 1 70 $44M
2024 1 75 $49M

Nearby 401(k) Plans in Virginia

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

Penn Stuart & Eskridge Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Penn Stuart & Eskridge Profit Sharing Plan, Total assets ($B): 0.044410663 · Participants: 70Penn Stuart & Eskridge Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Penn Stuart & Eskridge Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Penn Stuart & Eskridge Profit Sharing Plan side-by-side with 3 peers →

Penn Stuart & Eskridge Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Empire Merchants North 401(k) Plan in NY ($44M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

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 Penn Stuart & Eskridge Profit Sharing Plan assets move in 2023? ▼
Penn Stuart & Eskridge Profit Sharing Plan grew sharply - up 18.2% during 2023, from $38M to $44M. Reported net income was $7M.
How have Penn Stuart & Eskridge plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn Stuart & Eskridge's sponsor-wide assets grew 31.1%, from $38M to $49M.
Where does Penn Stuart & Eskridge Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Penn Stuart & Eskridge Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Penn Stuart & Eskridge Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Empire Merchants North 401(k) Plan in NY ($44M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Penn Stuart & Eskridge Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M 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 541064212.

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.