401(k) · DOL Form 5500 · 2024

Stambaugh Ness, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
186
Participants Below avg headcount
78th
Percentile by assets National rank
$173,319
Avg per participant Above avg balance/head
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Official DOL plan name: Stambaugh Ness 401(k) Plan · Sponsored by Stambaugh Ness, Inc. · Pennsylvania · Professional & Technical Services

$32M in assets, 186 participants

Stambaugh Ness, Inc.'s Stambaugh Ness 401(k) Plan reported $32M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,852 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Stambaugh Ness 401(k) Plan covers 186 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $32M.

#15,852
in Professional & Technical Services (20,173 peers)
+15.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Stambaugh Ness 401(k) Plan's outsized position by total assets

Stambaugh Ness 401(k) Plan vs every filed plan by assets

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

$32,237,317 Top 22% higher than 78% 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

Stambaugh Ness 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. Stambaugh Ness 401(k) Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stambaugh Ness 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Stambaugh Ness 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Stambaugh Ness 401(k) Plan reported participants fell from 197 in the plan year 2023 filing to 186 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232846715 · Stambaugh Ness, Inc. PY 2024 · 401(k)

Stambaugh Ness 401(k) Plan · $32M · 186 · 78th

  • RANK $32M
  • RANK 186
  • RANK 78th
  • RANK 401(k)
  • RANK near Gastroenterology Associates of the Piedmont, PA Retirement Savings and Profit Sharing Plan
  • RANK ind #15852

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 Pennsylvania →

Stambaugh Ness 401(k) Plan in the asset neighbourhood

Stambaugh Ness 401(k) Plan$32MGastroenterology Associates of the Piedmont, PA Retirement Savings and Profit Sharing PlanGastroenterology Associates …$32MMotor Trend Group 401(k) Retirement Savings PlanMotor Trend Group 401(k) Ret…$32MInternational Services, Inc. 401(k) PlanInternational Services, Inc.…$32MPowell Electronics, Inc. 401(k) Profit Sharing PlanPowell Electronics, Inc. 401…$32M
End-of-year total assets ($M) among Stambaugh Ness 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN232846715
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stambaugh Ness, Inc.)

Sponsor-wide plan assets over time

All Stambaugh Ness, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 39.48055782501945% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.1M $32.2M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 197 $23M
2023 1 197 $28M
2024 1 186 $32M

Nearby 401(k) Plans in Pennsylvania

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

Stambaugh Ness 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Stambaugh Ness 401(k) Plan, Total assets ($B): 0.032237317 · Participants: 186Stambaugh Ness 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Stambaugh Ness 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stambaugh Ness 401(k) Plan side-by-side with 3 peers →

Stambaugh Ness 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Gastroenterology Associates of the Piedmont, PA Retirement Savings and Profit Sharing Plan in NC ($32M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Stambaugh Ness 401(k) Plan assets move in 2024? ▼
Stambaugh Ness 401(k) Plan grew sharply - up 15.9% during 2024, from $28M to $32M. Reported net income was $4M.
How have Stambaugh Ness, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stambaugh Ness, Inc.'s sponsor-wide assets grew 39.5%, from $23M to $32M.
Where does Stambaugh Ness 401(k) Plan rank by assets among Form 5500 filers? ▼
Stambaugh Ness 401(k) Plan ranks in the 78th 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 Stambaugh Ness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gastroenterology Associates of the Piedmont, PA Retirement Savings and Profit Sharing Plan in NC ($32M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Stambaugh Ness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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 232846715.

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.