401(k) · DOL Form 5500 · 2024
Stutzman, Bromberg, Esserman & Plifka 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 43
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan · Sponsored by Stutzman, Bromberg, Esserman & Plifka · Texas · Professional & Technical Services
$43M in assets, 43 participants
Stutzman, Bromberg, Esserman & Plifka's Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan reported $43M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,746 in Professional & Technical Services (20,173 peers)
Where Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan sits by assets
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 43 participants (~$1.0M/participant), up 20.2% in 2024.
- #16,746
- in Professional & Technical Services (20,173 peers)
- +20.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan's outsized position by total assets
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,263,616 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan reported participants fell from 46 in the plan year 2023 filing to 43 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 752355903 · Stutzman, Bromberg, Esserman & Plifka PY 2024 · 401(k)
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan · $43M · 43 · 82nd
- BOY $43M
- BOY 43
- BOY 82nd
- BOY 401(k)
- BOY near Arctic Glacier U.S.a., Inc. Savings and Retirement Plan
- BOY ind #16746
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 Texas →
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $7M |
| Employer EIN | 752355903 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stutzman, Bromberg, Esserman & Plifka)
Sponsor-wide plan assets over time
All Stutzman, Bromberg, Esserman & Plifka plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 48.13198106917836% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $29M |
| 2023 | 1 | 46 | $36M |
| 2024 | 1 | 43 | $43M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Stutzman, Bromberg, Esserman & Plifka 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Arctic Glacier U.S.a., Inc. Savings and Retirement Plan in PA ($43M); by covered participants it is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.