401(k) · DOL Form 5500 · 2024

Stimmel Associates, P.a. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
38
Participants Small participant base
59th
Percentile by assets National rank
$307,728
Avg per participant High balance/head
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Official DOL plan name: Stimmel Associates, P.a. 401(k) Profit Sharing Plan · Sponsored by Stimmel Associates, P.a. · North Carolina · Professional & Technical Services

$12M in assets, 38 participants

Stimmel Associates, P.a.'s Stimmel Associates, P.a. 401(k) Profit Sharing Plan reported $12M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,636 in Professional & Technical Services (20,173 peers)

Stimmel Associates, P.a. multi-year trail

Stimmel Associates, P.a.'s plans moved +34.6% in assets from 2022 to 2024; this filing shows Stimmel Associates, P.a. 401(k) Profit Sharing Plan at $12M / 38 participants.

#11,636
in Professional & Technical Services (20,173 peers)
+9.0%
assets growth YoY

Stimmel Associates, P.a. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stimmel Associates, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,693,679 Top 41% higher than 59% of 123,620 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 2024

Stimmel Associates, P.a. 401(k) Profit Sharing 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. Stimmel Associates, P.a. 401(k) Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stimmel Associates, P.a. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $962K in the plan year 2024 filing.
  • Stimmel Associates, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Stimmel Associates, P.a. 401(k) Profit Sharing Plan reported participants rose from 37 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 561616978 · Stimmel Associates, P.a. PY 2024 · 401(k)

Stimmel Associates, P.a. 401(k) Profit Sharing Plan · $12M · 38 · 59th

  • VS-ST $12M
  • BOY 38
  • SCH 59th
  • EBSA 401(k)
  • PART near River Recycling Industries, Inc. / Shell Sands, Inc. 401(k) Plan
  • TYPE ind #11636

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 North Carolina →

Stimmel Associates, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Mirra Company, LLC 401(k) Profit Sharing PlanMirra Company, LLC 401(k) Pr…$12MStimmel Associates, P.a. 401(k) Profit Sharing PlanStimmel Associates, P.a. 401…$12MRiver Recycling Industries, Inc. / Shell Sands, Inc. 401(k) PlanRiver Recycling Industries, …$12MKrayden Inc. 401(k) Profit Sharing PlanKrayden Inc. 401(k) Profit S…$12MWestmont Living 401(k) Plan$12M
End-of-year total assets ($M) among Stimmel Associates, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stimmel Associates, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Stimmel Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 34.57402079291293% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.69M $11.7M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 35 $9M
2023 1 37 $11M
2024 1 38 $12M

Stimmel Associates, P.a. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$962K
Employer EIN561616978
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Stimmel Associates, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Stimmel Associates, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.011693679 · Participants: 38Stimmel Associates, P.a. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Stimmel Associates, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Stimmel Associates, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stimmel Associates, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is River Recycling Industries, Inc. / Shell Sands, Inc. 401(k) Plan in OH ($12M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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.

Frequently Asked Questions

How did Stimmel Associates, P.a. 401(k) Profit Sharing Plan assets move in 2024? ▼
Stimmel Associates, P.a. 401(k) Profit Sharing Plan grew at a solid clip - up 9.0% during 2024, from $11M to $12M. Reported net income was $962K.
How have Stimmel Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stimmel Associates, P.a.'s sponsor-wide assets grew 34.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Stimmel Associates, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is River Recycling Industries, Inc. / Shell Sands, Inc. 401(k) Plan in OH ($12M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Stimmel Associates, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561616978.

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.