401(k) · DOL Form 5500 · 2024

Duval Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
356
Participants Below avg headcount
82nd
Percentile by assets National rank
$121,454
Avg per participant Near 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

$43M in assets, 356 participants

Duval Holdings, Inc.'s Stillwater Insurance Group 401(k) Plan reported $43M in total assets and 356 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.

  • #6,224 in Finance & Insurance (8,549 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, $43M for 356 participants (~$121,454/participant), up 3.0% in 2024.

#6,224
in Finance & Insurance (8,549 peers)
+3.0%
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 2024 · DOL Form 5500

$43,237,683 Top 18% higher than 82% 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

Stillwater Insurance Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 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 (356 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stillwater Insurance Group 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Stillwater Insurance Group 401(k) Plan reported participants fell from 406 in the plan year 2023 filing to 356 in the plan year 2024 filing.
  • Stillwater Insurance Group 401(k) Plan end-of-year assets rose from $42M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 383865632 · Duval Holdings, Inc. PY 2024 · 401(k)

Stillwater Insurance Group 401(k) Plan · $43M · 356 · 82nd

  • PCT $43M
  • PCT 356
  • PCT 82nd
  • PCT 401(k)
  • PCT near Cuningham Group Architecture, Inc. Retirement Savings Plan
  • PCT ind #6224

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

Lake Region Medical Group, P. a. 401(k) & Profit Sharing PlanLake Region Medical Group, P…$43MStillwater Insurance Group 401(k) PlanStillwater Insurance Group 4…$43MCuningham Group Architecture, Inc. Retirement Savings PlanCuningham Group Architecture…$43MPenske Entertainment 401(k) PlanPenske Entertainment 401(k) …$43MHuron Casting, Inc., Axis, Aci, Bdsc, Bcm, Brne 401(k) PlanHuron Casting, Inc., Axis, A…$43M
End-of-year total assets ($M) among Stillwater Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$43M
Net Income$1M
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): 0.043237683 · Participants: 356Stillwater Insurance Group 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings 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 Cuningham Group Architecture, Inc. Retirement Savings Plan in MN ($43M); by covered participants it is Rubicon Global Holdings, LLC 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (356 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 Stillwater Insurance Group 401(k) Plan assets move in 2024? ▼
Stillwater Insurance Group 401(k) Plan edged up modestly - up 3.0% during 2024, from $42M to $43M. Reported net income was $1M.
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 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Cuningham Group Architecture, Inc. Retirement Savings Plan in MN ($43M, 280 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 Rubicon Global Holdings, LLC 401(k) Plan in GA (356 participants, $13M 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 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.