How big is Stapleton Insurance & Risk Management, Inc.'s plan?

Stapleton Insurance & Risk Management, Inc.'s plan reported $11.2M in assets and 46 participants for 2025.

Original filing (PDF)20260407121434NAL0004974115001

Stapleton Insurance & Risk Management, Inc.

Name: Stapleton Insurance & Risk Management, Inc. — Form 5500 Plan 002 (2025)
Creator: Stapleton Insurance & Risk Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stapleton Insurance Group 401(k) Plan

401(k) retirement plan · Stapleton Insurance & Risk Management, Inc.'s Stapleton Insurance Group 401(k) Plan held $11.2M in plan assets for 46 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan identifiers

Stapleton Insurance & Risk Management, Inc.'s EIN is 34-1014223.

EIN 34-1014223

Plan number 002

Plan year 2025

ACK ID 20260407121434NAL0004974115001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stapleton Insurance & Risk Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stapleton Insurance & Risk Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STAPLETON INSURANCE & RISK MANAGEMENT, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score