Money Purchase · DOL Form 5500 · 2024
Walter Stump Insurance Agency, LLC Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 2
- Participants
- 26th
- Percentile by assets
- $733,512
- Avg per participant
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.
- 26th percentile by assets (of 123,622 plans)
- #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.
- $1M
- total plan assets (2024 EOY)
- 2
- covered participants
- 26th
- percentile by assets (of 123,622 plans)
- $733,512
- avg assets per participant
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.
Walter Stump Insurance Agency, LLC across 3 plan years on file
Across the 3 plan years Walter Stump Insurance Agency, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 53.4%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Walter Stump Insurance Agency, LLC multi-year asset trail
| 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 EIN | 262540542 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING 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
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Walter Stump Insurance Agency Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Walter Stump Insurance Agency Money Purchase Pension Plan's numbers.
- By total assets, Walter Stump Insurance Agency Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Walter Stump Insurance Agency, LLC's sponsor-wide assets have grown 53.4% since 2022 across 3 plan years on file. More Finance & Insurance plans