401(k) · DOL Form 5500 · 2023

Duval Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
406
Participants Below avg headcount
84th
Percentile by assets National rank
$103,400
Avg per participant Below avg balance/head
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Official DOL plan name: Stillwater Insurance Group 401(k) Plan · Sponsored by Duval Holdings, Inc. · Florida · Finance & Insurance

$42M in assets, 406 participants

Duval Holdings, Inc.'s Stillwater Insurance Group 401(k) Plan reported $42M in total assets and 406 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.

  • #6,645 in Finance & Insurance (8,869 peers)

Where Stillwater Insurance Group 401(k) Plan sits by assets

Stillwater Insurance Group 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 406 participants (~$103,400/participant), up 17.7% in 2023.

#6,645
in Finance & Insurance (8,869 peers)
+17.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Stillwater Insurance Group 401(k) Plan's outsized position by total assets

Stillwater Insurance Group 401(k) Plan vs every filed plan by assets

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

$41,980,210 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

Stillwater Insurance Group 401(k) 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. Stillwater Insurance Group 401(k) Plan sits mid-pack in the medium band (406 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stillwater Insurance Group 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Stillwater Insurance Group 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Stillwater Insurance Group 401(k) Plan reported participants rose from 372 in the plan year 2022 filing to 406 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 383865632 · Duval Holdings, Inc. PY 2023 · 401(k)

Stillwater Insurance Group 401(k) Plan · $42M · 406 · 84th

  • TYPE $42M
  • TYPE 406
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Jeo, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #6645

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 Florida →

Stillwater Insurance Group 401(k) Plan in the asset neighbourhood

Stillwater Insurance Group 401(k) PlanStillwater Insurance Group 4…$42MJeo, Inc. 401(k) Profit Sharing PlanJeo, Inc. 401(k) Profit Shar…$42MPearl Meyer 401(k) Plan$42MNeurology Group of Bergen County, P.a. 401(k) Retirement PlanNeurology Group of Bergen Co…$42MPlatte Valley Financial Service Companies Inc. Employee Stock Ownership PlanPlatte Valley Financial Serv…$42M
End-of-year total assets ($M) among Stillwater Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN383865632
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Duval Holdings, Inc.)

Sponsor-wide plan assets over time

All Duval Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 21.252335087847314% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.7M $43.2M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 372 $36M
2023 1 406 $42M
2024 1 356 $43M

Nearby 401(k) Plans in Florida

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

Stillwater Insurance Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Stillwater Insurance Group 401(k) Plan, Total assets ($B): 0.04198021 · Participants: 406Stillwater Insurance Group 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Stillwater Insurance Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Stillwater Insurance Group 401(k) Plan side-by-side with 3 peers →

Stillwater Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Jeo, Inc. 401(k) Profit Sharing Plan in NE ($42M); by covered participants it is Motion Pt Group, Inc. 401(k) Plan in NJ (406 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (406 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 Stillwater Insurance Group 401(k) Plan assets move in 2023? ▼
Stillwater Insurance Group 401(k) Plan grew sharply - up 17.7% during 2023, from $36M to $42M. Reported net income was $6M.
How have Duval Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duval Holdings, Inc.'s sponsor-wide assets grew 21.3%, from $36M to $43M.
Where does Stillwater Insurance Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Stillwater Insurance Group 401(k) 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 Stillwater Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jeo, Inc. 401(k) Profit Sharing Plan in NE ($42M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Stillwater Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motion Pt Group, Inc. 401(k) Plan in NJ (406 participants, N/A 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 383865632.

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.