401(k) · DOL Form 5500 · 2022

Stoneturn Group, LLP 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
145
Participants Small participant base
82nd
Percentile by assets National rank
$195,708
Avg per participant Above avg balance/head
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Official DOL plan name: Stoneturn Group, LLP 401(k) Plan · Sponsored by Stoneturn Group, LLP · Massachusetts · Professional & Technical Services

$28M in assets, 145 participants

Stoneturn Group, LLP's Stoneturn Group, LLP 401(k) Plan reported $28M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,817 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Stoneturn Group, LLP 401(k) Plan covers 145 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $28M.

#17,817
in Professional & Technical Services (21,562 peers)
-16.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stoneturn Group, LLP 401(k) Plan's outsized position by total assets

Stoneturn Group, LLP 401(k) Plan vs every filed plan by assets

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

$28,377,647 Top 18% higher than 82% 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

Stoneturn Group, LLP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stoneturn Group, LLP 401(k) Plan sits mid-pack in the medium band (145 participants).

Plan-year Form 5500 strip

Filing strip 200892304 · Stoneturn Group, LLP PY 2022 · 401(k)

Stoneturn Group, LLP 401(k) Plan · $28M · 145 · 82nd

  • PCT $28M
  • PCT 145
  • PCT 82nd
  • PCT 401(k)
  • PCT near Presidio Components, Inc. 401(k) Profit Sharing Plan
  • PCT ind #17817

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 Massachusetts →

Stoneturn Group, LLP 401(k) Plan in the asset neighbourhood

Stoneturn Group, LLP 401(k) PlanStoneturn Group, LLP 401(k) …$28MPresidio Components, Inc. 401(k) Profit Sharing PlanPresidio Components, Inc. 40…$28MCai Software LLC 401(k) Profit Sharing PlanCai Software LLC 401(k) Prof…$28MOhio Valley Flooring, Inc. Retirement Savings PlanOhio Valley Flooring, Inc. R…$28MTavistock 401(k) Plan$28M
End-of-year total assets ($M) among Stoneturn Group, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN200892304
Plan Effective Date2004-07-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoneturn Group, LLP)

Sponsor-wide plan assets over time

All Stoneturn Group, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$47M 63.9491604078379% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $28.4M $46.5M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 145 $28M
2023 1 144 $38M
2024 1 140 $47M

Nearby 401(k) Plans in Massachusetts

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

Stoneturn Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Stoneturn Group, LLP 401(k) Plan, Total assets ($B): 0.028377647 · Participants: 145Stoneturn Group, LLP 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Stoneturn Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Stoneturn Group, LLP 401(k) Plan side-by-side with 3 peers →

Stoneturn Group, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Presidio Components, Inc. 401(k) Profit Sharing Plan in CA ($28M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Stoneturn Group, LLP 401(k) Plan assets move in 2022? ▼
Stoneturn Group, LLP 401(k) Plan declined sharply - down 16.6% during 2022, from $34M to $28M. Reported net income was -$6M.
How have Stoneturn Group, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoneturn Group, LLP's sponsor-wide assets grew 63.9%, from $28M to $47M.
Where does Stoneturn Group, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Stoneturn Group, LLP 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stoneturn Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Presidio Components, Inc. 401(k) Profit Sharing Plan in CA ($28M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Stoneturn Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 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 200892304.

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.