Civic Intelligence

Rudy Stapleton & Son Inc.

Plan context: Stapleton Insurance Group 401K Plan

EIN 34-1014223 • Swanton, OH • 26 filings • 6 plans

122 North Main StreetSwanton, OH 43558
Current Snapshot

Latest Year

2025

2025 Participants

52

2025 Assets

$11,217,481

2025 Contributions

$464,184

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,217,481$5,608,741$0200020142025YearValue
$11,217,481Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

55280200020132025YearValue
52Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025152$11,217,481$464,184$8,927iApproximate average salary by contribution assumption: employee only about $223,165 at 4% or $148,777 at 6%; with 50% employer match about $148,777 at 4% or $99,185 at 6%; with 100% employer match about $111,583 at 4% or $74,388 at 6%.
Stapleton Insurance Group 401K Plan-52$11,217,481$464,184$8,927iApproximate average salary by contribution assumption: employee only about $223,165 at 4% or $148,777 at 6%; with 50% employer match about $148,777 at 4% or $99,185 at 6%; with 100% employer match about $111,583 at 4% or $74,388 at 6%.
2024151$9,362,942$480,014$9,412iApproximate average salary by contribution assumption: employee only about $235,301 at 4% or $156,867 at 6%; with 50% employer match about $156,867 at 4% or $104,578 at 6%; with 100% employer match about $117,650 at 4% or $78,434 at 6%.
Stapleton Insurance Group 401K Plan-51$9,362,942$480,014$9,412iApproximate average salary by contribution assumption: employee only about $235,301 at 4% or $156,867 at 6%; with 50% employer match about $156,867 at 4% or $104,578 at 6%; with 100% employer match about $117,650 at 4% or $78,434 at 6%.
2023155$8,441,077$574,660$10,448iApproximate average salary by contribution assumption: employee only about $261,209 at 4% or $174,139 at 6%; with 50% employer match about $174,139 at 4% or $116,093 at 6%; with 100% employer match about $130,605 at 4% or $87,070 at 6%.
Stapleton Insurance Group 401K Plan-55$8,441,077$574,660$10,448iApproximate average salary by contribution assumption: employee only about $261,209 at 4% or $174,139 at 6%; with 50% employer match about $174,139 at 4% or $116,093 at 6%; with 100% employer match about $130,605 at 4% or $87,070 at 6%.
2022154$6,880,430$456,358$8,451iApproximate average salary by contribution assumption: employee only about $211,277 at 4% or $140,851 at 6%; with 50% employer match about $140,851 at 4% or $93,901 at 6%; with 100% employer match about $105,638 at 4% or $70,426 at 6%.
Stapleton Insurance Group 401K Plan-54$6,880,430$456,358$8,451iApproximate average salary by contribution assumption: employee only about $211,277 at 4% or $140,851 at 6%; with 50% employer match about $140,851 at 4% or $93,901 at 6%; with 100% employer match about $105,638 at 4% or $70,426 at 6%.
2021154$8,262,517$895,468$16,583iApproximate average salary by contribution assumption: employee only about $414,569 at 4% or $276,379 at 6%; with 50% employer match about $276,379 at 4% or $184,253 at 6%; with 100% employer match about $207,284 at 4% or $138,190 at 6%.
Stapleton Insurance Group 401K Plan-54$8,262,517$895,468$16,583iApproximate average salary by contribution assumption: employee only about $414,569 at 4% or $276,379 at 6%; with 50% employer match about $276,379 at 4% or $184,253 at 6%; with 100% employer match about $207,284 at 4% or $138,190 at 6%.
2020154$8,856,955$430,036$7,964iApproximate average salary by contribution assumption: employee only about $199,091 at 4% or $132,727 at 6%; with 50% employer match about $132,727 at 4% or $88,485 at 6%; with 100% employer match about $99,545 at 4% or $66,364 at 6%.
Stapleton Insurance Group 401K Plan-54$8,856,955$430,036$7,964iApproximate average salary by contribution assumption: employee only about $199,091 at 4% or $132,727 at 6%; with 50% employer match about $132,727 at 4% or $88,485 at 6%; with 100% employer match about $99,545 at 4% or $66,364 at 6%.
2019154$7,482,116$635,696$11,772iApproximate average salary by contribution assumption: employee only about $294,304 at 4% or $196,202 at 6%; with 50% employer match about $196,202 at 4% or $130,802 at 6%; with 100% employer match about $147,152 at 4% or $98,101 at 6%.
Stapleton Insurance Group 401K Plan-54$7,482,116$635,696$11,772iApproximate average salary by contribution assumption: employee only about $294,304 at 4% or $196,202 at 6%; with 50% employer match about $196,202 at 4% or $130,802 at 6%; with 100% employer match about $147,152 at 4% or $98,101 at 6%.
2018141$5,704,610$273,726$6,676iApproximate average salary by contribution assumption: employee only about $166,906 at 4% or $111,271 at 6%; with 50% employer match about $111,271 at 4% or $74,180 at 6%; with 100% employer match about $83,453 at 4% or $55,635 at 6%.
Stapleton Insurance Group 401K Plan-41$5,704,610$273,726$6,676iApproximate average salary by contribution assumption: employee only about $166,906 at 4% or $111,271 at 6%; with 50% employer match about $111,271 at 4% or $74,180 at 6%; with 100% employer match about $83,453 at 4% or $55,635 at 6%.
2017139$6,334,294$327,850$8,406iApproximate average salary by contribution assumption: employee only about $210,160 at 4% or $140,107 at 6%; with 50% employer match about $140,107 at 4% or $93,405 at 6%; with 100% employer match about $105,080 at 4% or $70,053 at 6%.
Stapleton Insurance Group 401K Plan-39$6,334,294$327,850$8,406iApproximate average salary by contribution assumption: employee only about $210,160 at 4% or $140,107 at 6%; with 50% employer match about $140,107 at 4% or $93,405 at 6%; with 100% employer match about $105,080 at 4% or $70,053 at 6%.
2016138$5,042,472$250,277$6,586iApproximate average salary by contribution assumption: employee only about $164,656 at 4% or $109,771 at 6%; with 50% employer match about $109,771 at 4% or $73,180 at 6%; with 100% employer match about $82,328 at 4% or $54,885 at 6%.
Stapleton Insurance Group 401K Plan-38$5,042,472$250,277$6,586iApproximate average salary by contribution assumption: employee only about $164,656 at 4% or $109,771 at 6%; with 50% employer match about $109,771 at 4% or $73,180 at 6%; with 100% employer match about $82,328 at 4% or $54,885 at 6%.
2015140$4,660,902$234,501$5,863iApproximate average salary by contribution assumption: employee only about $146,563 at 4% or $97,709 at 6%; with 50% employer match about $97,709 at 4% or $65,139 at 6%; with 100% employer match about $73,282 at 4% or $48,854 at 6%.
Stapleton Insurance Group 401K Plan-40$4,660,902$234,501$5,863iApproximate average salary by contribution assumption: employee only about $146,563 at 4% or $97,709 at 6%; with 50% employer match about $97,709 at 4% or $65,139 at 6%; with 100% employer match about $73,282 at 4% or $48,854 at 6%.
2014139$5,085,492$290,757$7,455iApproximate average salary by contribution assumption: employee only about $186,383 at 4% or $124,255 at 6%; with 50% employer match about $124,255 at 4% or $82,837 at 6%; with 100% employer match about $93,191 at 4% or $62,128 at 6%.
STAPLETON INSURANCE GROUP 401(K) PLAN-39$5,085,492$290,757$7,455iApproximate average salary by contribution assumption: employee only about $186,383 at 4% or $124,255 at 6%; with 50% employer match about $124,255 at 4% or $82,837 at 6%; with 100% employer match about $93,191 at 4% or $62,128 at 6%.
2013141$4,758,046$274,437$6,694iApproximate average salary by contribution assumption: employee only about $167,340 at 4% or $111,560 at 6%; with 50% employer match about $111,560 at 4% or $74,373 at 6%; with 100% employer match about $83,670 at 4% or $55,780 at 6%.
STAPLETON INSURANCE GROUP 401(K) PLAN-41$4,758,046$274,437$6,694iApproximate average salary by contribution assumption: employee only about $167,340 at 4% or $111,560 at 6%; with 50% employer match about $111,560 at 4% or $74,373 at 6%; with 100% employer match about $83,670 at 4% or $55,780 at 6%.
2012139$3,732,769$447,598$11,477iApproximate average salary by contribution assumption: employee only about $286,922 at 4% or $191,281 at 6%; with 50% employer match about $191,281 at 4% or $127,521 at 6%; with 100% employer match about $143,461 at 4% or $95,641 at 6%.
STAPLETON INSURANCE GROUP 401(K) PLAN-39$3,732,769$447,598$11,477iApproximate average salary by contribution assumption: employee only about $286,922 at 4% or $191,281 at 6%; with 50% employer match about $191,281 at 4% or $127,521 at 6%; with 100% employer match about $143,461 at 4% or $95,641 at 6%.
2011140$2,906,597$221,220$5,531iApproximate average salary by contribution assumption: employee only about $138,263 at 4% or $92,175 at 6%; with 50% employer match about $92,175 at 4% or $61,450 at 6%; with 100% employer match about $69,131 at 4% or $46,088 at 6%.
STAPLETON INSURANCE GROUP 401(K) PLAN-40$2,906,597$221,220$5,531iApproximate average salary by contribution assumption: employee only about $138,263 at 4% or $92,175 at 6%; with 50% employer match about $92,175 at 4% or $61,450 at 6%; with 100% employer match about $69,131 at 4% or $46,088 at 6%.
2010130$2,605,811$197,432$6,581iApproximate average salary by contribution assumption: employee only about $164,527 at 4% or $109,684 at 6%; with 50% employer match about $109,684 at 4% or $73,123 at 6%; with 100% employer match about $82,263 at 4% or $54,842 at 6%.
Stapleton Insurance Group 401K Plan-30$2,605,811$197,432$6,581iApproximate average salary by contribution assumption: employee only about $164,527 at 4% or $109,684 at 6%; with 50% employer match about $109,684 at 4% or $73,123 at 6%; with 100% employer match about $82,263 at 4% or $54,842 at 6%.
2009134$2,239,189$194,325$5,715iApproximate average salary by contribution assumption: employee only about $142,886 at 4% or $95,257 at 6%; with 50% employer match about $95,257 at 4% or $63,505 at 6%; with 100% employer match about $71,443 at 4% or $47,629 at 6%.
Stapleton Insurance Group 401K Plan-34$2,239,189$194,325$5,715iApproximate average salary by contribution assumption: employee only about $142,886 at 4% or $95,257 at 6%; with 50% employer match about $95,257 at 4% or $63,505 at 6%; with 100% employer match about $71,443 at 4% or $47,629 at 6%.
2008126$1,605,218$162,845$6,263iApproximate average salary by contribution assumption: employee only about $156,582 at 4% or $104,388 at 6%; with 50% employer match about $104,388 at 4% or $69,592 at 6%; with 100% employer match about $78,291 at 4% or $52,194 at 6%.
Stapleton Insurance Group 401K Plan-26$1,605,218$162,845$6,263iApproximate average salary by contribution assumption: employee only about $156,582 at 4% or $104,388 at 6%; with 50% employer match about $104,388 at 4% or $69,592 at 6%; with 100% employer match about $78,291 at 4% or $52,194 at 6%.
2007126$0$0-
Stapleton Insurance Group 401K Plan-26---
2006125$1,748,146$161,836$6,473iApproximate average salary by contribution assumption: employee only about $161,836 at 4% or $107,891 at 6%; with 50% employer match about $107,891 at 4% or $71,927 at 6%; with 100% employer match about $80,918 at 4% or $53,945 at 6%.
Stapleton Insurance Group 401K Plan-25$1,748,146$161,836$6,473iApproximate average salary by contribution assumption: employee only about $161,836 at 4% or $107,891 at 6%; with 50% employer match about $107,891 at 4% or $71,927 at 6%; with 100% employer match about $80,918 at 4% or $53,945 at 6%.
2005124$1,513,219$136,370$5,682iApproximate average salary by contribution assumption: employee only about $142,052 at 4% or $94,701 at 6%; with 50% employer match about $94,701 at 4% or $63,134 at 6%; with 100% employer match about $71,026 at 4% or $47,351 at 6%.
Stapleton Insurance Group 401K Plan-24$1,513,219$136,370$5,682iApproximate average salary by contribution assumption: employee only about $142,052 at 4% or $94,701 at 6%; with 50% employer match about $94,701 at 4% or $63,134 at 6%; with 100% employer match about $71,026 at 4% or $47,351 at 6%.
2004124$1,357,814$218,393$9,100iApproximate average salary by contribution assumption: employee only about $227,493 at 4% or $151,662 at 6%; with 50% employer match about $151,662 at 4% or $101,108 at 6%; with 100% employer match about $113,746 at 4% or $75,831 at 6%.
Stapleton Insurance Group 401K Plan-24$1,357,814$218,393$9,100iApproximate average salary by contribution assumption: employee only about $227,493 at 4% or $151,662 at 6%; with 50% employer match about $151,662 at 4% or $101,108 at 6%; with 100% employer match about $113,746 at 4% or $75,831 at 6%.
2003123$1,046,969$159,386$6,930iApproximate average salary by contribution assumption: employee only about $173,246 at 4% or $115,497 at 6%; with 50% employer match about $115,497 at 4% or $76,998 at 6%; with 100% employer match about $86,623 at 4% or $57,749 at 6%.
Stapleton Insurance Group 401K Plan-23$1,046,969$159,386$6,930iApproximate average salary by contribution assumption: employee only about $173,246 at 4% or $115,497 at 6%; with 50% employer match about $115,497 at 4% or $76,998 at 6%; with 100% employer match about $86,623 at 4% or $57,749 at 6%.
2002124$706,172$158,800$6,617iApproximate average salary by contribution assumption: employee only about $165,417 at 4% or $110,278 at 6%; with 50% employer match about $110,278 at 4% or $73,519 at 6%; with 100% employer match about $82,708 at 4% or $55,139 at 6%.
Stapleton Insurance Group 401K Plan-24$706,172$158,800$6,617iApproximate average salary by contribution assumption: employee only about $165,417 at 4% or $110,278 at 6%; with 50% employer match about $110,278 at 4% or $73,519 at 6%; with 100% employer match about $82,708 at 4% or $55,139 at 6%.
2001122$0$0-
Stapleton Insurance Group 401K Plan-22---
2000118$541,092$103,779$5,766iApproximate average salary by contribution assumption: employee only about $144,138 at 4% or $96,092 at 6%; with 50% employer match about $96,092 at 4% or $64,061 at 6%; with 100% employer match about $72,069 at 4% or $48,046 at 6%.
Stapleton Insurance Group 401K Plan-18$541,092$103,779$5,766iApproximate average salary by contribution assumption: employee only about $144,138 at 4% or $96,092 at 6%; with 50% employer match about $96,092 at 4% or $64,061 at 6%; with 100% employer match about $72,069 at 4% or $48,046 at 6%.
Rudy Stapleton & Son Inc. | EIN 34-1014223 | 2025 Form 5500 Company Profile