401(k) · DOL Form 5500 · 2024

Stumbaugh & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
43
Participants Small participant base
61st
Percentile by assets National rank
$302,429
Avg per participant High balance/head
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Official DOL plan name: Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Stumbaugh & Associates, Inc. · California · Wholesale Trade

$13M in assets, 43 participants

Stumbaugh & Associates, Inc.'s Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,269 in Wholesale Trade (6,080 peers)

Stumbaugh & Associates, Inc. multi-year trail

Stumbaugh & Associates, Inc.'s plans moved +28.1% in assets from 2022 to 2024; this filing shows Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan at $13M / 43 participants.

#3,269
in Wholesale Trade (6,080 peers)
+6.5%
assets growth YoY

Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,004,452 Top 39% higher than 61% 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

Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $793K in the plan year 2024 filing.
  • Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 952809630 · Stumbaugh & Associates, Inc. PY 2024 · 401(k)

Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan · $13M · 43 · 61st

  • PART $13M
  • PART 43
  • PART 61st
  • PART 401(k)
  • PART near Meyner and Landis LLP 401(k) Profit Sharing Plan
  • PART ind #3269

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 Wholesale Trade retirement plans → · Plans in California →

Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of the Arc of the Ozarks403(b) Thrift Plan for Emplo…$13MSinclair Communications, Inc. 401(k) Profit Sharing PlanSinclair Communications, Inc…$13MStumbaugh & Associates, Inc. 401(k) Profit Sharing PlanStumbaugh & Associates, Inc.…$13MMeyner and Landis LLP 401(k) Profit Sharing PlanMeyner and Landis LLP 401(k)…$13MMacgregor Medical Center 401(k) PlanMacgregor Medical Center 401…$13M
End-of-year total assets ($M) among Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stumbaugh & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stumbaugh & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.095420087941875% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $13M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 49 $10M
2023 1 43 $12M
2024 1 43 $13M

Stumbaugh & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$793K
Employer EIN952809630
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013004452 · Participants: 43Stumbaugh & Associates, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Meyner and Landis LLP 401(k) Profit Sharing Plan in NJ ($13M); by covered participants it is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 6.5% during 2024, from $12M to $13M. Reported net income was $793K.
How have Stumbaugh & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stumbaugh & Associates, Inc.'s sponsor-wide assets grew 28.1%, from $10M to $13M.
Which 401(k) plans are similar in size to Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meyner and Landis LLP 401(k) Profit Sharing Plan in NJ ($13M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Stumbaugh & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants, $3M 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 952809630.

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.