Profit Sharing · DOL Form 5500 · 2024

Walter Stump Insurance Agency, LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$568,118
Avg per participant High balance/head
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Official DOL plan name: Walter Stump Insurance Agency Profit Sharing 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 Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,215 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 Profit Sharing Plan at $1M / 2 participants.

#1,215
in Finance & Insurance (8,549 peers)
+22.9%
assets growth YoY

Walter Stump Insurance Agency Profit Sharing Plan among the smaller filed plans by assets

Walter Stump Insurance Agency Profit Sharing Plan vs every filed plan by assets

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

$1,136,235 24th percentile higher than 24% 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 Profit Sharing 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 Profit Sharing 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 Profit Sharing Plan end-of-year assets rose from $925K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Walter Stump Insurance Agency Profit Sharing Plan reported net income rose from $199K in the plan year 2023 filing to $212K 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 · Profit Sharing

Walter Stump Insurance Agency Profit Sharing Plan · $1M · 2 · 24th

  • 5500 $1M
  • ASSETS 2
  • PCT 24th
  • EIN Profit Sharing
  • RANK near Tall Grass Windows Inc. Retirement Plan
  • PHOTO ind #1215

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 Profit Sharing Plan in the asset neighbourhood

Walter Stump Insurance Agency Profit Sharing PlanWalter Stump Insurance Agenc…$1MTall Grass Windows Inc. Retirement PlanTall Grass Windows Inc. Reti…$1MHome Services of the Carolinas Inc. Retirement PlanHome Services of the Carolin…$1MSidney Schlusselberg Company Inc Profit Sharing PlanSidney Schlusselberg Company…$1MA-B Distributors Inc Profit Sharing Plan and TrustA-B Distributors Inc Profit …$1M
End-of-year total assets ($M) among Walter Stump Insurance Agency Profit Sharing Plan and nearest nationwide Profit Sharing 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)$925K
Net Assets (End of Year)$1M
Net Income$212K
Employer EIN262540542
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Walter Stump Insurance Agency Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Walter Stump Insurance Agency Profit Sharing Plan, Total assets ($B): 0.001136235 · Participants: 2Walter Stump Insurance Agency Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Walter Stump Insurance Agency Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Walter Stump Insurance Agency Profit Sharing Plan side-by-side with 3 peers →

Walter Stump Insurance Agency Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Tall Grass Windows Inc. Retirement Plan in KS ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 Profit Sharing Plan assets move in 2024? ▼
Walter Stump Insurance Agency Profit Sharing Plan grew sharply - up 22.9% during 2024, from $925K to $1M. Reported net income was $212K.
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.
Where does Walter Stump Insurance Agency Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Walter Stump Insurance Agency Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Walter Stump Insurance Agency Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tall Grass Windows Inc. Retirement Plan in KS ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Walter Stump Insurance Agency Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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.