Money Purchase · DOL Form 5500 · 2023

James a. Scott & Son, Inc. Money Purchase Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
366
Participants Below avg headcount
71st
Percentile by assets National rank
$50,362
Avg per participant Low balance/head
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Official DOL plan name: James a. Scott & Son, Inc. Pension Plan · Sponsored by James a. Scott & Son, Inc. · Virginia · Finance & Insurance

$18M in assets, 366 participants

James a. Scott & Son, Inc.'s James a. Scott & Son, Inc. Pension Plan reported $18M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,079 in Finance & Insurance (8,869 peers)

Coverage in Virginia

James a. Scott & Son, Inc. Pension Plan covers 366 participants in Virginia, about 47% of the average Virginia filer (state average ~782 per filing). Assets: $18M.

#5,079
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY

James a. Scott & Son, Inc. Pension Plan's outsized position by total assets

James a. Scott & Son, Inc. Pension Plan vs every filed plan by assets

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

$18,432,519 Top 29% higher than 71% 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

James a. Scott & Son, Inc. Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James a. Scott & Son, Inc. Pension Plan sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James a. Scott & Son, Inc. Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • James a. Scott & Son, Inc. Pension Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • James a. Scott & Son, Inc. Pension Plan reported participants rose from 346 in the plan year 2022 filing to 366 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540372970 · James a. Scott & Son, Inc. PY 2023 · Money Purchase

James a. Scott & Son, Inc. Pension Plan · $18M · 366 · 71st

  • PCT $18M
  • PCT 366
  • PCT 71st
  • PCT Money Purchase
  • PCT near Eaa Qualified Pension Plan
  • PCT ind #5079

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 Virginia →

James a. Scott & Son, Inc. Pension Plan in the asset neighbourhood

Brt Apartments Corp. Pension PlanBrt Apartments Corp. Pension…$19MAlabama Housing Finance Authority Retirement PlanAlabama Housing Finance Auth…$19MJames a. Scott & Son, Inc. Pension PlanJames a. Scott & Son, Inc. P…$18MEaa Qualified Pension Plan$18MGrand View University Employees' Money Purchase PlanGrand View University Employ…$18M
End-of-year total assets ($M) among James a. Scott & Son, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN540372970
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James a. Scott & Son, Inc.)

Sponsor-wide plan assets over time

All James a. Scott & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$253M 26.799745449690953% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $199M $253M ▲ +26.8%
Year Plans Participants Total Assets
2022 2 698 $199M
2023 2 742 $222M
2024 2 786 $253M

Nearby Money Purchase Plans in Virginia

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

James a. Scott & Son, Inc. Pension Plan vs. nearby Money Purchase plans in Virginia, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.5 Total assets ($B) Participants James a. Scott & Son, Inc. Pension Plan, Total assets ($B): 0.018432519 · Participants: 366James a. Scott & Son, Inc. Pension PlanThe George Washington University Retirement Plan for Faculty and Staff, Total assets ($B): 1.316563126 · Participants: 3809The George Washington University Retirement Plan for Faculty and StaffNoblis, Inc. Qualified Retirement Plan, Total assets ($B): 0.222153381 · Participants: 2122Noblis, Inc. Qualified Retirement PlanMid-Atlantic States District Council Participating Locals Annuity Fund, Total assets ($B): 0.128228378 · Participants: 2849Mid-Atlantic States District Council Participating Locals Annuity FundAmerican College of Radiology Employees' Pension Plan and Trust, Total assets ($B): 0.10323569 · Participants: 559American College of Radiology Employees' Pension Plan and TrustOperating Engineers Local No. 147 Annuity Fund, Total assets ($B): 0.055939899 · Participants: 707Operating Engineers Local No. 147 Annuity Fund
James a. Scott & Son, Inc. Pension Plan vs. nearby Money Purchase plans in Virginia, assets vs. participants
Compare James a. Scott & Son, Inc. Pension Plan side-by-side with 3 peers →

James a. Scott & Son, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Virginia, the nearest Money Purchase by assets is Eaa Qualified Pension Plan in WI ($18M); by covered participants it is Nyk Group Americas Inc. Money Purchase Pension Plan in NJ (367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (366 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 James a. Scott & Son, Inc. Pension Plan assets move in 2023? ▼
James a. Scott & Son, Inc. Pension Plan grew sharply - up 16.6% during 2023, from $16M to $18M. Reported net income was $3M.
How have James a. Scott & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James a. Scott & Son, Inc.'s sponsor-wide assets grew 26.8%, from $199M to $253M.
Which Money Purchase plans are similar in size to James a. Scott & Son, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Eaa Qualified Pension Plan in WI ($18M, 130 participants).
Which Money Purchase plans cover a similar participant headcount to James a. Scott & Son, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Nyk Group Americas Inc. Money Purchase Pension Plan in NJ (367 participants, $43M 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 540372970.

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.