401(k) · DOL Form 5500 · 2022

Stonecrest Partners of Puerto Rico, LLC 401(k) Plan

Data updated 2026-08-25

$483K
Total assets Small plan by assets
17
Participants Small participant base
18th
Percentile by assets National rank
$28,393
Avg per participant Low balance/head
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Official DOL plan name: Stonecrest Partners of Puerto Rico, LLC Retirement Plan · Sponsored by Stonecrest Partners of Puerto Rico, LLC · Puerto Rico · Finance & Insurance

$483K in assets, 17 participants

Stonecrest Partners of Puerto Rico, LLC's Stonecrest Partners of Puerto Rico, LLC Retirement Plan reported $483K in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,064 in Finance & Insurance (9,261 peers)

Stonecrest Partners of Puerto Rico, LLC multi-year trail

Stonecrest Partners of Puerto Rico, LLC's plans moved +73.9% in assets from 2022 to 2024; this filing shows Stonecrest Partners of Puerto Rico, LLC Retirement Plan at $483K / 17 participants.

#1,064
in Finance & Insurance (9,261 peers)
+93.8%
assets growth YoY

Stonecrest Partners of Puerto Rico, LLC Retirement Plan among the smaller filed plans by assets

Stonecrest Partners of Puerto Rico, LLC Retirement Plan vs every filed plan by assets

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

$482,681 18th percentile higher than 18% 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

Stonecrest Partners of Puerto Rico, LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stonecrest Partners of Puerto Rico, LLC Retirement Plan is a small filing (17 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 660894886 · Stonecrest Partners of Puerto Rico, LLC PY 2022 · 401(k)

Stonecrest Partners of Puerto Rico, LLC Retirement Plan · $483K · 17 · 18th

  • EBSA $483K
  • PART 17
  • TYPE 18th
  • NET 401(k)
  • BOOK near Blue Dahlia, Inc. 401(k) Plan
  • VS-ST ind #1064

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 Puerto Rico →

Stonecrest Partners of Puerto Rico, LLC Retirement Plan in the asset neighbourhood

Stonecrest Partners of Puerto Rico, LLC Retirement PlanStonecrest Partners of Puert…$483KBlue Dahlia, Inc. 401(k) Plan$483KBentley Ridge Enterprises, Inc. 401(k) PlanBentley Ridge Enterprises, I…$483KFinger Lakes Development Corporation 401(k) Profit Sharing PlanFinger Lakes Development Cor…$483KBaltins & Murock P.S. 401(k) Profit Sharing Plan and TrustBaltins & Murock P.S. 401(k)…$483K
End-of-year total assets ($M) among Stonecrest Partners of Puerto Rico, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Stonecrest Partners of Puerto Rico, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stonecrest Partners of Puerto Rico, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$839K 73.87653543437591% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.48M $0.84M ▲ +75.0%
Year Plans Participants Total Assets
2022 1 17 $483K
2023 1 16 $668K
2024 1 14 $839K

Stonecrest Partners of Puerto Rico, LLC filing trail (2022)

Total Assets (Beginning of Year)$249K
Net Assets (End of Year)$483K
Net Income$234K
Employer EIN660894886
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Stonecrest Partners of Puerto Rico, LLC Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Stonecrest Partners of Puerto Rico, LLC Retirement Plan, Total assets ($M): 0.482681 · Participants: 17Stonecrest Partners of Puerto Rico, LLC Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.719328 · Participants: 99Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 199.441427 · Participants: 680Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 173.134958 · Participants: 1776Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 126.787407 · Participants: 806Popular, Inc. USA 401(k) Savings & Investment PlanFirst Bank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 118.043413 · Participants: 2767First Bank 401(k) Retirement Plan for Residents of Puerto Rico
Stonecrest Partners of Puerto Rico, LLC Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Stonecrest Partners of Puerto Rico, LLC Retirement Plan side-by-side with 3 peers →

Stonecrest Partners of Puerto Rico, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Blue Dahlia, Inc. 401(k) Plan in WA ($483K); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Stonecrest Partners of Puerto Rico, LLC Retirement Plan assets move in 2022? ▼
Stonecrest Partners of Puerto Rico, LLC Retirement Plan surged - up 93.8% during 2022, from $249K to $483K. Reported net income was $234K.
How have Stonecrest Partners of Puerto Rico, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonecrest Partners of Puerto Rico, LLC's sponsor-wide assets grew 73.9%, from $483K to $839K.
Where does Stonecrest Partners of Puerto Rico, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Stonecrest Partners of Puerto Rico, LLC Retirement Plan ranks in the 18th 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 Stonecrest Partners of Puerto Rico, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Dahlia, Inc. 401(k) Plan in WA ($483K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Stonecrest Partners of Puerto Rico, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seed Enhancements, LLC 401(k) Plan in ID (17 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 660894886.

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.