Filings through .
Stalker & Associates, Inc.
Matched across 10 name variants in the filings
Stalker & Associates, Inc. summary
Stalker & Associates, Inc. appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $345M in assets for 5,196 participants. The median client plan holds $11.9M. Most client plans are sponsored in PA, NJ and CA. The largest clients by plan assets are Healthedge Software, Inc, Pencor Services, Inc. and Theradex Systems, Inc.. Plans reported $181K in direct and indirect compensation paid to Stalker & Associates, Inc.. The median is $9K per plan.
- Participants
- 5,196
- Median plan assets
- $11.9M
- Median plan participants
- 209
- Median fees per plan
- $9K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Healthedge Software, Inc | MA | $148M | 1,242 |
| Pencor Services, Inc. | PA | $35.0M | 793 |
| Theradex Systems, Inc. | NJ | $24.9M | 164 |
| Clear Peo, LLC | PA | $20.4M | 745 |
| Roosevelt, Inc. | PA | $18.1M | 283 |
| Blue Ridge Cable Technologies, Inc. Dba Blue Ridge Communications | PA | $16.9M | 164 |
| Trevdan, Inc | PA | $14.4M | 125 |
| Scott Cars, Inc. | PA | $11.9M | 156 |
| International Business Sales & Services Corp. | MD | $11.0M | 333 |
| Ethos Beauty Partners | NJ | $9.3M | 162 |
| Penteledata Limited Partnership I | PA | $9.1M | 271 |
| Rees Scientific LLC | NJ | $8.4M | 214 |
| Balda C Brewer, Inc. | CA | $7.6M | 143 |
| All American Dairy Products, Inc. | PA | $5.9M | 192 |
| Pennsylvania Ambulance | PA | $3.5M | 209 |
- MAParticipants 1,242
- Pencor Services, Inc.$35.0MPAParticipants 793
- Theradex Systems, Inc.$24.9MNJParticipants 164
- Clear Peo, LLC$20.4MPAParticipants 745
- Roosevelt, Inc.$18.1MPAParticipants 283
- PAParticipants 164
- Trevdan, Inc$14.4MPAParticipants 125
- Scott Cars, Inc.$11.9MPAParticipants 156
- MDParticipants 333
- NJParticipants 162
- PAParticipants 271
- Rees Scientific LLC$8.4MNJParticipants 214
- Balda C Brewer, Inc.$7.6MCAParticipants 143
- PAParticipants 192
- PAParticipants 209
Top client states
- PA9 plans
- NJ3 plans
- CA1 plan
- MA1 plan
- MD1 plan
Frequently asked questions
- Who uses Stalker & Associates, Inc.?
- 15 retirement plans list Stalker & Associates, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Healthedge Software, Inc, Pencor Services, Inc., Theradex Systems, Inc., Clear Peo, LLC and Roosevelt, Inc.. Most client plans are sponsored in PA, NJ and CA.
- How many plans does Stalker & Associates, Inc. serve?
- Stalker & Associates, Inc. serves 15 retirement plans with $345M in plan assets and 5,196 participants, based on the latest Form 5500 filings through 2024.
- What does Stalker & Associates, Inc. charge?
- Plans reported $181K in total Schedule C compensation paid to Stalker & Associates, Inc.. The median plan paid $9K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Stalker & Associates as recordkeeper and list their funds in their filing.
Top managers in these lineups
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 2 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.