401(k) · DOL Form 5500 · 2024
Staunton Capital, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 353
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $17,491
- Avg per participant Low balance/head
Official DOL plan name: Employees Retirement Savings Plan · Sponsored by Staunton Capital, Inc. · North Carolina · Manufacturing
$6M in assets, 353 participants
Staunton Capital, Inc.'s Employees Retirement Savings Plan reported $6M in total assets and 353 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #5,217 in Manufacturing (17,777 peers)
Coverage in North Carolina
Employees Retirement Savings Plan covers 353 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.
- #5,217
- in Manufacturing (17,777 peers)
- +1.6%
- assets growth YoY
Employees Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers
Employees Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,174,445 46th percentile higher than 46% 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
Employees Retirement Savings 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. Employees Retirement Savings Plan sits mid-pack in the medium band (353 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employees Retirement Savings Plan reported net income fell from $232K in the plan year 2023 filing to $98K in the plan year 2024 filing.
- Employees Retirement Savings Plan reported participants fell from 405 in the plan year 2023 filing to 353 in the plan year 2024 filing.
- Employees Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 561669702 · Staunton Capital, Inc. PY 2024 · 401(k)
Employees Retirement Savings Plan · $6M · 353 · 46th
- ASSETS $6M
- ASSETS 353
- ASSETS 46th
- ASSETS 401(k)
- ASSETS near Gatorland 401(k) Retirement Plan
- ASSETS ind #5217
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 Manufacturing retirement plans → · Plans in North Carolina →
Employees Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $98K |
| Employer EIN | 561669702 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Staunton Capital, Inc.)
Sponsor-wide plan assets over time
All Staunton Capital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 5.635379929766261% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 405 | $6M |
| 2023 | 1 | 405 | $6M |
| 2024 | 1 | 353 | $6M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Gatorland 401(k) Retirement Plan in FL ($6M); by covered participants it is Extraco Corporation Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Gatorland 401(k) Retirement Plan (FL) $6M · 131
- Jeffrey R Lander, Md Profit Sharing Plan (PA) $6M · 7
- Thom Browne, Inc. 401(k) Plan (NY) $6M · 131
- A & N Corporation 401(k) Plan (FL) $6M · 102
Similar participant headcount
Nearest other-state filings by covered participants (353 participants); asset peers above are excluded.
- Extraco Corporation Retirement Plan (TX) 353 · 0 off
- Burr Oak Tool Inc. Employees' Profit Sharing Plan (MI) 353 · 0 off
- Cascade Financial Services 401(k) Plan (AZ) 353 · 0 off
- Paulo Products Company 401(k) Plan (MO) 353 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.