Profit Sharing · DOL Form 5500 · 2022

Board of Trustees of Stone Setters Profit Sharing Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
148
Participants Small participant base
81st
Percentile by assets National rank
$174,333
Avg per participant Above avg balance/head
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Official DOL plan name: Stone Setters Annuity Fund Local 84 · Sponsored by Board of Trustees of Stone Setters · New York · Finance & Insurance

$26M in assets, 148 participants

Board of Trustees of Stone Setters's Stone Setters Annuity Fund Local 84 reported $26M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,414 in Finance & Insurance (9,261 peers)

Coverage in New York

Stone Setters Annuity Fund Local 84 covers 148 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $26M.

#6,414
in Finance & Insurance (9,261 peers)
-18.6%
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.

Stone Setters Annuity Fund Local 84's outsized position by total assets

Stone Setters Annuity Fund Local 84 vs every filed plan by assets

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

$25,801,253 Top 19% higher than 81% 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 Setters Annuity Fund Local 84 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 Setters Annuity Fund Local 84 sits mid-pack in the medium band (148 participants).

EBSA filing schedule strip

Filing strip 136121379 · Board of Trustees of Stone Setters PY 2022 · Profit Sharing

Stone Setters Annuity Fund Local 84 · $26M · 148 · 81st

  • IND $26M
  • IND 148
  • IND 81st
  • IND Profit Sharing
  • IND near Compx Capital Accumulation Profit Sharing Plan
  • IND ind #6414

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 Setters Annuity Fund Local 84 in the asset neighbourhood

One Microsoft Puerto Rico Retirement PlanOne Microsoft Puerto Rico Re…$26MLighthouse School Retirement PlanLighthouse School Retirement…$26MBurgers Employees Profit Sharing Plan and TrustBurgers Employees Profit Sha…$26MStone Setters Annuity Fund Local 84Stone Setters Annuity Fund L…$26MCompx Capital Accumulation Profit Sharing PlanCompx Capital Accumulation P…$26M
End-of-year total assets ($M) among Stone Setters Annuity Fund Local 84 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$26M
Net Income-$6M
Employer EIN136121379
Plan Effective Date1959-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Stone Setters)

Sponsor-wide plan assets over time

All Board of Trustees of Stone Setters plans reported in each filing year

Latest sponsor-wide plan assets
$66M 10.828364608604973% vs 2022
2024 filing year
$58M$60M$62M$64M$66M$68M 202220232024 $59.9M $66.4M ▲ +10.8%
Year Plans Participants Total Assets
2022 2 268 $60M
2023 2 234 $64M
2024 2 231 $66M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stone Setters Annuity Fund Local 84 vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Stone Setters Annuity Fund Local 84, Total assets ($B): 0.025801253 · Participants: 148Stone Setters Annuity Fund Local 84Annuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Stone Setters Annuity Fund Local 84 vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Stone Setters Annuity Fund Local 84 side-by-side with 3 peers →

Stone Setters Annuity Fund Local 84's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Compx Capital Accumulation Profit Sharing Plan in TX ($26M); by covered participants it is Eskridge Auto Group Profit Sharing Plan in OK (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Setters Annuity Fund Local 84 assets move in 2022? ▼
Stone Setters Annuity Fund Local 84 declined sharply - down 18.6% during 2022, from $32M to $26M. Reported net income was -$6M.
How have Board of Trustees of Stone Setters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Stone Setters's sponsor-wide assets grew 10.8%, from $60M to $66M.
Where does Stone Setters Annuity Fund Local 84 rank by assets among Form 5500 filers? ▼
Stone Setters Annuity Fund Local 84 ranks in the 81st 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 Profit Sharing plans are similar in size to Stone Setters Annuity Fund Local 84? ▼
Among Profit Sharing plans in other states, the closest by assets is Compx Capital Accumulation Profit Sharing Plan in TX ($26M, 444 participants).
Which Profit Sharing plans cover a similar participant headcount to Stone Setters Annuity Fund Local 84? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Eskridge Auto Group Profit Sharing Plan in OK (148 participants, $22M 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 136121379.

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.