Money Purchase · DOL Form 5500 · 2023
James a. Scott & Son, Inc. Money Purchase Plan
Data updated 2026-08-11
- $18M
- Total assets
- 366
- Participants
- 71st
- Percentile by assets
- $50,362
- Avg per participant
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.
- 71st percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 366
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $50,362
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. James a. Scott & Son, Inc. Pension Plan reports 366 participants - about 47% of that state average ($18M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 540372970 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James a. Scott & Son, Inc.)
| 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
- The George Washington University Retirement Plan for Faculty and Staff $1.3B · 3,809
- Noblis, Inc. Qualified Retirement Plan $222M · 2,122
- Mid-Atlantic States District Council Participating Locals Annuity Fund $128M · 2,849
- American College of Radiology Employees' Pension Plan and Trust $103M · 559
- Operating Engineers Local No. 147 Annuity Fund $56M · 707
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to James a. Scott & Son, Inc. Pension Plan by total assets, not by location.
- Eaa Qualified Pension Plan (WI) $18M · 130
- Grand View University Employees' Money Purchase Plan (IA) $18M · 226
- Alabama Housing Finance Authority Retirement Plan (AL) $19M · 142
- Brt Apartments Corp. Pension Plan (NY) $19M · 14
Frequently Asked Questions
How did James a. Scott & Son, Inc. Pension Plan assets move in 2023? ▼
How have James a. Scott & Son, Inc. plan assets changed over time? ▼
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Next read for James a. Scott & Son, Inc. Pension Plan
Filing takeaways
Ways to act on James a. Scott & Son, Inc. Pension Plan's numbers.
- By total assets, James a. Scott & Son, Inc. Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Virginia. Compare plans
- James a. Scott & Son, Inc.'s sponsor-wide assets have grown 26.8% since 2022 across 3 plan years on file. More Finance & Insurance plans