401(k) · DOL Form 5500 · 2022

Stone Hill Fiduciary Management, LLC 401(k) Plan

Data updated 2026-08-25

$413K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$137,528
Avg per participant Near avg balance/head
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Official DOL plan name: Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing · Sponsored by Stone Hill Fiduciary Management, LLC · New York · Finance & Insurance

$413K in assets, 3 participants

Stone Hill Fiduciary Management, LLC's Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing reported $413K in total assets and 3 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.

  • #973 in Finance & Insurance (9,261 peers)

Stone Hill Fiduciary Management, LLC multi-year trail

Stone Hill Fiduciary Management, LLC's plans moved +66.3% in assets from 2022 to 2024; this filing shows Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing at $413K / 3 participants.

#973
in Finance & Insurance (9,261 peers)
-9.4%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing among the smaller filed plans by assets

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing vs every filed plan by assets

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

$412,584 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 Hill Fiduciary Management, LLC 401(k) Profit Sharing 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 Hill Fiduciary Management, LLC 401(k) Profit Sharing is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 455608425 · Stone Hill Fiduciary Management, LLC PY 2022 · 401(k)

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing · $413K · 3 · 17th

  • EOY $413K
  • EOY 3
  • EOY 17th
  • EOY 401(k)
  • EOY near Tenex Contractors Corp. 401(k) Plan
  • EOY ind #973

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 Finance & Insurance retirement plans → · Plans in New York →

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing in the asset neighbourhood

Stone Hill Fiduciary Management, LLC 401(k) Profit SharingStone Hill Fiduciary Managem…$413KTenex Contractors Corp. 401(k) PlanTenex Contractors Corp. 401(…$413KElite Visions Holdings, Inc. 401(k) PlanElite Visions Holdings, Inc.…$413KPositivepsyche Biz Corp 401(k) PlanPositivepsyche Biz Corp 401(…$413KPalo Verde Plastering Inc 401(k) Profit Sharing Plan & TrustPalo Verde Plastering Inc 40…$413K
End-of-year total assets ($M) among Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Stone Hill Fiduciary Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stone Hill Fiduciary Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$686K 66.33437069784577% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.41M $0.69M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 3 $413K
2023 1 3 $537K
2024 1 2 $686K

Stone Hill Fiduciary Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$455K
Net Assets (End of Year)$413K
Net Income-$43K
Employer EIN455608425
Plan Effective Date2012-07-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing, Total assets ($B): 0.000412584 · Participants: 3Stone Hill Fiduciary Management, LLC 401(k) Profit SharingIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing vs. nearby 401(k) plans in New York, assets vs. participants
Compare Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing side-by-side with 3 peers →

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tenex Contractors Corp. 401(k) Plan in WI ($413K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Hill Fiduciary Management, LLC 401(k) Profit Sharing assets move in 2022? ▼
Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing pulled back noticeably - down 9.4% during 2022, from $455K to $413K. Reported net income was -$43K.
How have Stone Hill Fiduciary Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stone Hill Fiduciary Management, LLC's sponsor-wide assets grew 66.3%, from $413K to $686K.
Where does Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing rank by assets among Form 5500 filers? ▼
Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing 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 Hill Fiduciary Management, LLC 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Tenex Contractors Corp. 401(k) Plan in WI ($413K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455608425.

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.