401(k) · DOL Form 5500 · 2022

Stone Coast Fund Services LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
213
Participants Below avg headcount
78th
Percentile by assets National rank
$96,054
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stone Coast Fund Services LLC 401(k) Plan · Sponsored by Stone Coast Fund Services LLC · Maine · Professional & Technical Services

$20M in assets, 213 participants

Stone Coast Fund Services LLC's Stone Coast Fund Services LLC 401(k) Plan reported $20M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,783 in Professional & Technical Services (21,562 peers)

Coverage in Maine

Stone Coast Fund Services LLC 401(k) Plan covers 213 participants in Maine, about 45% of the average Maine filer (state average ~472 per filing). Assets: $20M.

#16,783
in Professional & Technical Services (21,562 peers)
-12.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stone Coast Fund Services LLC 401(k) Plan's outsized position by total assets

Stone Coast Fund Services LLC 401(k) Plan vs every filed plan by assets

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

$20,459,410 Top 22% higher than 78% 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 Coast Fund Services LLC 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. Stone Coast Fund Services LLC 401(k) Plan sits mid-pack in the medium band (213 participants).

EBSA filing schedule strip

Filing strip 061781234 · Stone Coast Fund Services LLC PY 2022 · 401(k)

Stone Coast Fund Services LLC 401(k) Plan · $20M · 213 · 78th

  • EOY $20M
  • EOY 213
  • EOY 78th
  • EOY 401(k)
  • EOY near Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru
  • EOY ind #16783

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 Maine →

Stone Coast Fund Services LLC 401(k) Plan in the asset neighbourhood

Stone Coast Fund Services LLC 401(k) PlanStone Coast Fund Services LL…$20MMakhteshim Agan of North America 401(k) Profit Sharing Plan & TruMakhteshim Agan of North Ame…$20MR.W. Sauder, Inc. 401(k) Profit Sharing PlanR.W. Sauder, Inc. 401(k) Pro…$20MU.M.C., Inc Employee 401(k) PlanU.M.C., Inc Employee 401(k) …$20MWilliams-Keepers LLC 401(k) PlanWilliams-Keepers LLC 401(k) …$20M
End-of-year total assets ($M) among Stone Coast Fund Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maine filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN061781234
Plan Effective Date2009-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stone Coast Fund Services LLC)

Sponsor-wide plan assets over time

All Stone Coast Fund Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 59.248003730312846% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $32.6M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 213 $20M
2023 1 220 $27M
2024 1 222 $33M

Nearby 401(k) Plans in Maine

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

Stone Coast Fund Services LLC 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Stone Coast Fund Services LLC 401(k) Plan, Total assets ($B): 0.02045941 · Participants: 213Stone Coast Fund Services LLC 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.082814523 · Participants: 26725Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 1.823433108 · Participants: 9051Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 0.833975444 · Participants: 6436Idexx Retirement and Incentive Savings PlanHannaford Bros. Co., LLC Retirement Savings Plan, Total assets ($B): 0.831539018 · Participants: 28776Hannaford Bros. Co., LLC Retirement Savings PlanThe Cianbro Team Equity Plan, Total assets ($B): 0.624114187 · Participants: 2575The Cianbro Team Equity Plan
Stone Coast Fund Services LLC 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Stone Coast Fund Services LLC 401(k) Plan side-by-side with 3 peers →

Stone Coast Fund Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru in NC ($20M); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Coast Fund Services LLC 401(k) Plan assets move in 2022? ▼
Stone Coast Fund Services LLC 401(k) Plan pulled back noticeably - down 12.0% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Stone Coast Fund Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stone Coast Fund Services LLC's sponsor-wide assets grew 59.2%, from $20M to $33M.
Where does Stone Coast Fund Services LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Stone Coast Fund Services LLC 401(k) Plan ranks in the 78th 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 Stone Coast Fund Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru in NC ($20M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Stone Coast Fund Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Capital Bank 401(k) Plan in GA (213 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 061781234.

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.