401(k) · DOL Form 5500 · 2024

Saxton & Stump, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
142
Participants Small participant base
72nd
Percentile by assets National rank
$151,655
Avg per participant Above avg balance/head
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Official DOL plan name: Saxton & Stump, LLC 401(k) Profit Sharing Plan · Sponsored by Saxton & Stump, LLC · Pennsylvania · Professional & Technical Services

$22M in assets, 142 participants

Saxton & Stump, LLC's Saxton & Stump, LLC 401(k) Profit Sharing Plan reported $22M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,338 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Saxton & Stump, LLC 401(k) Profit Sharing Plan covers 142 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#14,338
in Professional & Technical Services (20,173 peers)
+21.2%
assets growth YoY

Saxton & Stump, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Saxton & Stump, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,534,976 Top 28% higher than 72% 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

Saxton & Stump, LLC 401(k) Profit Sharing 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. Saxton & Stump, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Saxton & Stump, LLC 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Saxton & Stump, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Saxton & Stump, LLC 401(k) Profit Sharing Plan reported participants fell from 165 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 473639234 · Saxton & Stump, LLC PY 2024 · 401(k)

Saxton & Stump, LLC 401(k) Profit Sharing Plan · $22M · 142 · 72nd

  • EOY $22M
  • 5500 142
  • ASSETS 72nd
  • PCT 401(k)
  • EIN near Kensing, LLC 401(k) Plan
  • RANK ind #14338

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 →

Saxton & Stump, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Iowa State Bank 401(k) Plan$22MBassenian Lagoni 401(k) Profit Sharing PlanBassenian Lagoni 401(k) Prof…$22MSaxton & Stump, LLC 401(k) Profit Sharing PlanSaxton & Stump, LLC 401(k) P…$22MKensing, LLC 401(k) Plan$22MDanlaw, Inc 401(k) and Profit Sharing PlanDanlaw, Inc 401(k) and Profi…$22M
End-of-year total assets ($M) among Saxton & Stump, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN473639234
Plan Effective Date2015-04-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Saxton & Stump, LLC)

Sponsor-wide plan assets over time

All Saxton & Stump, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 32.91154623361216% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.2M $21.5M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 139 $16M
2023 1 165 $18M
2024 1 142 $22M

Nearby 401(k) Plans in Pennsylvania

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

Saxton & Stump, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Saxton & Stump, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.021534976 · Participants: 142Saxton & Stump, LLC 401(k) Profit Sharing 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
Saxton & Stump, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Saxton & Stump, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Saxton & Stump, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Kensing, LLC 401(k) Plan in IL ($22M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Saxton & Stump, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Saxton & Stump, LLC 401(k) Profit Sharing Plan grew sharply - up 21.2% during 2024, from $18M to $22M. Reported net income was $4M.
How have Saxton & Stump, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saxton & Stump, LLC's sponsor-wide assets grew 32.9%, from $16M to $22M.
Which 401(k) plans are similar in size to Saxton & Stump, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kensing, LLC 401(k) Plan in IL ($22M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Saxton & Stump, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M 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 473639234.

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.