Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of Stone Setters Profit Sharing Plan
Data updated 2026-08-11
- $26M
- Total assets
- 148
- Participants
- 81st
- Percentile by assets
- $174,333
- Avg per participant
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.
- 81st percentile by assets (of 139,126 plans)
- #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.
- $26M
- total plan assets (2022 EOY)
- 148
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $174,333
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Stone Setters Annuity Fund Local 84 reports 148 participants - about 19% of that state average ($26M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$6M |
| Employer EIN | 136121379 |
| Plan Effective Date | 1959-12-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Stone Setters)
| 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
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Stone Setters Annuity Fund Local 84 by total assets, not by location.
- Compx Capital Accumulation Profit Sharing Plan (TX) $26M · 444
- Burgers Employees Profit Sharing Plan and Trust (MO) $26M · 341
- Lighthouse School Retirement Plan (MA) $26M · 178
- One Microsoft Puerto Rico Retirement Plan (PR) $26M · 141
Frequently Asked Questions
How did Stone Setters Annuity Fund Local 84 assets move in 2022? ▼
How have Board of Trustees of Stone Setters plan assets changed over time? ▼
Where does Stone Setters Annuity Fund Local 84 rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Stone Setters Annuity Fund Local 84? ▼
Next read for Stone Setters Annuity Fund Local 84
Filing takeaways
Ways to act on Stone Setters Annuity Fund Local 84's numbers.
- By total assets, Stone Setters Annuity Fund Local 84 ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees of Stone Setters's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Finance & Insurance plans