401(k) · DOL Form 5500 · 2022

Stoneridge Retirement Living Communities 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
347
Participants Below avg headcount
67th
Percentile by assets National rank
$31,400
Avg per participant Low balance/head
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Official DOL plan name: Stoneridge Retirement Living Communities 401(k) Plan · Sponsored by Stoneridge Retirement Living Communities · Pennsylvania · Healthcare & Social Assistance

$11M in assets, 347 participants

Stoneridge Retirement Living Communities's Stoneridge Retirement Living Communities 401(k) Plan reported $11M in total assets and 347 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,416 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Stoneridge Retirement Living Communities 401(k) Plan covers 347 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#14,416
in Healthcare & Social Assistance (20,060 peers)
-24.6%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stoneridge Retirement Living Communities 401(k) Plan's outsized position by total assets

Stoneridge Retirement Living Communities 401(k) Plan vs every filed plan by assets

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

$10,895,828 Top 33% higher than 67% 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

Stoneridge Retirement Living Communities 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. Stoneridge Retirement Living Communities 401(k) Plan sits mid-pack in the medium band (347 participants).

EBSA filing schedule strip

Filing strip 208424515 · Stoneridge Retirement Living Communities PY 2022 · 401(k)

Stoneridge Retirement Living Communities 401(k) Plan · $11M · 347 · 67th

  • TYPE $11M
  • TYPE 347
  • TYPE 67th
  • TYPE 401(k)
  • TYPE near Savvee Consulting Inc 401(k) Profit Sharing Plan & Trust
  • TYPE ind #14416

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Stoneridge Retirement Living Communities 401(k) Plan in the asset neighbourhood

Stoneridge Retirement Living Communities 401(k) PlanStoneridge Retirement Living…$11MSavvee Consulting Inc 401(k) Profit Sharing Plan & TrustSavvee Consulting Inc 401(k)…$11MFastline Marketing Group 401(k) PlanFastline Marketing Group 401…$11MChampion Title & Settlements, Inc. 401(k) PlanChampion Title & Settlements…$11MHexcel Corporation Voluntary Savings Plan for Kent Union EmployeesHexcel Corporation Voluntary…$11M
End-of-year total assets ($M) among Stoneridge Retirement Living Communities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$4M
Employer EIN208424515
Plan Effective Date2005-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoneridge Retirement Living Communities)

Sponsor-wide plan assets over time

All Stoneridge Retirement Living Communities plans reported in each filing year

Latest sponsor-wide plan assets
$13M 19.700824939600736% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.9M $13M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 347 $11M
2023 1 296 $12M
2024 1 286 $13M

Nearby 401(k) Plans in Pennsylvania

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

Stoneridge Retirement Living Communities 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Stoneridge Retirement Living Communities 401(k) Plan, Total assets ($B): 0.010895828 · Participants: 347Stoneridge Retirement Living Communities 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Stoneridge Retirement Living Communities 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stoneridge Retirement Living Communities 401(k) Plan side-by-side with 3 peers →

Stoneridge Retirement Living Communities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Savvee Consulting Inc 401(k) Profit Sharing Plan & Trust in VA ($11M); by covered participants it is Spire 401(k) Plan in MN (347 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Stoneridge Retirement Living Communities 401(k) Plan assets move in 2022? ▼
Stoneridge Retirement Living Communities 401(k) Plan declined sharply - down 24.6% during 2022, from $14M to $11M. Reported net income was -$4M.
How have Stoneridge Retirement Living Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoneridge Retirement Living Communities's sponsor-wide assets grew 19.7%, from $11M to $13M.
Which 401(k) plans are similar in size to Stoneridge Retirement Living Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savvee Consulting Inc 401(k) Profit Sharing Plan & Trust in VA ($11M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Stoneridge Retirement Living Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spire 401(k) Plan in MN (347 participants, $32M 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 208424515.

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.