401(k) · DOL Form 5500 · 2022

Stone, Parker & Company, Cpa, PA 401(k) Plan

Data updated 2026-08-25

$443K
Total assets Small plan by assets
5
Participants Small participant base
17th
Percentile by assets National rank
$88,695
Avg per participant Below avg balance/head
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Official DOL plan name: Stone, Parker & Assimack, Cpa, PA 401(k) Plan · Sponsored by Stone, Parker & Company, Cpa, PA · Florida · Professional & Technical Services

$443K in assets, 5 participants

Stone, Parker & Company, Cpa, PA's Stone, Parker & Assimack, Cpa, PA 401(k) Plan reported $443K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,952 in Professional & Technical Services (21,562 peers)

2022 asset change

Stone, Parker & Assimack, Cpa, PA 401(k) Plan contracted severely 55.5% in 2022 ($996K → $443K) for 5 participants.

#2,952
in Professional & Technical Services (21,562 peers)
-55.5%
assets change YoY

The plan reported a net loss of $552K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stone, Parker & Assimack, Cpa, PA 401(k) Plan among the smaller filed plans by assets

Stone, Parker & Assimack, Cpa, PA 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$443,477 17th percentile higher than 17% of 139,123 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 2022

Stone, Parker & Assimack, Cpa, PA 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stone, Parker & Assimack, Cpa, PA 401(k) Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 591838144 · Stone, Parker & Company, Cpa, PA PY 2022 · 401(k)

Stone, Parker & Assimack, Cpa, PA 401(k) Plan · $443K · 5 · 17th

  • BOOK $443K
  • VS-ST 5
  • BOY 17th
  • SCH 401(k)
  • EBSA near Do Good Multnomah 401(k) Profit Sharing Plan & Trust
  • PART ind #2952

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 Florida →

Stone, Parker & Assimack, Cpa, PA 401(k) Plan in the asset neighbourhood

Stone, Parker & Assimack, Cpa, PA 401(k) PlanStone, Parker & Assimack, Cp…$443KDo Good Multnomah 401(k) Profit Sharing Plan & TrustDo Good Multnomah 401(k) Pro…$443KKmtv Inc 401(k) Plan$443KTrexcon Inc. 401(k) Plan$443KCci 401(k) Trust$443K
End-of-year total assets ($M) among Stone, Parker & Assimack, Cpa, PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$996K
Net Assets (End of Year)$443K
Net Income-$552K
Employer EIN591838144
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Stone, Parker & Assimack, Cpa, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Stone, Parker & Assimack, Cpa, PA 401(k) Plan, Total assets ($B): 0.000443477 · Participants: 5Stone, Parker & Assimack, Cpa, PA 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Stone, Parker & Assimack, Cpa, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Stone, Parker & Assimack, Cpa, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Do Good Multnomah 401(k) Profit Sharing Plan & Trust in OR ($443K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($443K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stone, Parker & Assimack, Cpa, PA 401(k) Plan assets move in 2022?
Stone, Parker & Assimack, Cpa, PA 401(k) Plan contracted severely - down 55.5% during 2022, from $996K to $443K. Reported net income was -$552K.
Where does Stone, Parker & Assimack, Cpa, PA 401(k) Plan rank by assets among Form 5500 filers?
Stone, Parker & Assimack, Cpa, PA 401(k) Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Stone, Parker & Assimack, Cpa, PA 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Do Good Multnomah 401(k) Profit Sharing Plan & Trust in OR ($443K, 160 participants).
Which 401(k) plans cover a similar participant headcount to Stone, Parker & Assimack, Cpa, PA 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).