Money Purchase · DOL Form 5500 · 2024

Walter Stump Insurance Agency, LLC Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$733,512
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walter Stump Insurance Agency Money Purchase Pension Plan · Sponsored by Walter Stump Insurance Agency, LLC · Pennsylvania · Finance & Insurance

$1M in assets, 2 participants

Walter Stump Insurance Agency, LLC's Walter Stump Insurance Agency Money Purchase Pension Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,376 in Finance & Insurance (8,549 peers)

Walter Stump Insurance Agency, LLC multi-year trail

Walter Stump Insurance Agency, LLC's plans moved +53.4% in assets from 2022 to 2024; this filing shows Walter Stump Insurance Agency Money Purchase Pension Plan at $1M / 2 participants.

#1,376
in Finance & Insurance (8,549 peers)
+19.9%
assets growth YoY

Walter Stump Insurance Agency Money Purchase Pension Plan among the smaller filed plans by assets

Walter Stump Insurance Agency Money Purchase Pension Plan vs every filed plan by assets

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

$1,467,024 26th percentile higher than 26% 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

Walter Stump Insurance Agency Money Purchase Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walter Stump Insurance Agency Money Purchase Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walter Stump Insurance Agency Money Purchase Pension Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 262540542 · Walter Stump Insurance Agency, LLC PY 2024 · Money Purchase

Walter Stump Insurance Agency Money Purchase Pension Plan · $1M · 2 · 26th

  • BOY $1M
  • SCH 2
  • EBSA 26th
  • PART Money Purchase
  • TYPE near El Peterson Ranch Profit Sharing Plan
  • NET ind #1376

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 Pennsylvania →

Walter Stump Insurance Agency Money Purchase Pension Plan in the asset neighbourhood

Subspecialty Internal Medical Group, Inc. Money Purchase Pension PlanSubspecialty Internal Medica…$1MWalter Stump Insurance Agency Money Purchase Pension PlanWalter Stump Insurance Agenc…$1MEl Peterson Ranch Profit Sharing PlanEl Peterson Ranch Profit Sha…$1MBes Consulting Group LLC Retirement PlanBes Consulting Group LLC Ret…$1MGregory D. Albert, M.D., P.a. Money Purchase PlanGregory D. Albert, M.D., P.a…$1M
End-of-year total assets ($M) among Walter Stump Insurance Agency Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Walter Stump Insurance Agency, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Walter Stump Insurance Agency, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 53.386511461009945% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.7M $2.6M ▲ +52.9%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $2M
2024 2 4 $3M

Walter Stump Insurance Agency, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$244K
Employer EIN262540542
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Walter Stump Insurance Agency Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Walter Stump Insurance Agency Money Purchase Pension Plan, Total assets ($M): 1.467024 · Participants: 2Walter Stump Insurance Agency Money Purchase Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 805.686551 · Participants: 3427Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 338.044788 · Participants: 484Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 193.343343 · Participants: 657IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 181.070322 · Participants: 1500Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 153.792471 · Participants: 602Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Walter Stump Insurance Agency Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Walter Stump Insurance Agency Money Purchase Pension Plan side-by-side with 3 peers →

Walter Stump Insurance Agency Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is El Peterson Ranch Profit Sharing Plan in MT ($1M); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Walter Stump Insurance Agency Money Purchase Pension Plan assets move in 2024? ▼
Walter Stump Insurance Agency Money Purchase Pension Plan grew sharply - up 19.9% during 2024, from $1M to $1M. Reported net income was $244K.
How have Walter Stump Insurance Agency, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter Stump Insurance Agency, LLC's sponsor-wide assets grew 53.4%, from $2M to $3M.
Which Money Purchase plans are similar in size to Walter Stump Insurance Agency Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is El Peterson Ranch Profit Sharing Plan in MT ($1M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Walter Stump Insurance Agency Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A 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 262540542.

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.