401(k) · DOL Form 5500 · 2022

Stonegate Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,616
Participants Near avg headcount
75th
Percentile by assets National rank
$10,515
Avg per participant Low balance/head
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Official DOL plan name: Stonegate Senior Living, LLC 401(k) Plan · Sponsored by Stonegate Senior Living, LLC · Texas · Healthcare & Social Assistance

$17M in assets, 1,616 participants

Stonegate Senior Living, LLC's Stonegate Senior Living, LLC 401(k) Plan reported $17M in total assets and 1,616 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,831 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Stonegate Senior Living, LLC 401(k) Plan covers 1,616 participants in Texas, 2.4x the typical Texas plan (state average ~688 per filing). Assets: $17M.

#15,831
in Healthcare & Social Assistance (20,060 peers)
-25.5%
assets change YoY
0.2×
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.

Stonegate Senior Living, LLC 401(k) Plan's outsized position by total assets

Stonegate Senior Living, LLC 401(k) Plan vs every filed plan by assets

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

$16,992,638 Top 25% higher than 75% 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

Stonegate Senior Living, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stonegate Senior Living, LLC 401(k) Plan lands in the large band (1,616 participants).

DOL schedule card

Filing strip 752961469 · Stonegate Senior Living, LLC PY 2022 · 401(k)

Stonegate Senior Living, LLC 401(k) Plan · $17M · 1,616 · 75th

  • PHOTO $17M
  • PHOTO 1,616
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near Prosek LLC 401(k) Pension Plan
  • PHOTO ind #15831

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 Texas →

Stonegate Senior Living, LLC 401(k) Plan in the asset neighbourhood

Stonegate Senior Living, LLC 401(k) PlanStonegate Senior Living, LLC…$17MProsek LLC 401(k) Pension PlanProsek LLC 401(k) Pension Pl…$17MPrecision Gear Industries LLC 401(k) PlanPrecision Gear Industries LL…$17MVarsity Lincoln 401(k) Plan$17MFoulke Management Corporation, Incorporated 401(k) PlanFoulke Management Corporatio…$17M
End-of-year total assets ($M) among Stonegate Senior Living, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$17M
Net Income-$6M
Employer EIN752961469
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonegate Senior Living, LLC)

Sponsor-wide plan assets over time

All Stonegate Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 23.27432032624952% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17M $21M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 1,616 $17M
2023 1 1,500 $20M
2024 1 1,554 $21M

Nearby 401(k) Plans in Texas

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

Stonegate Senior Living, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Stonegate Senior Living, LLC 401(k) Plan, Total assets ($B): 0.016992638 · Participants: 1616Stonegate Senior Living, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Stonegate Senior Living, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Stonegate Senior Living, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Prosek LLC 401(k) Pension Plan in CT ($17M); by covered participants it is Mfsaving Retirement Plan in MA (1,616 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,616 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 Stonegate Senior Living, LLC 401(k) Plan assets move in 2022?
Stonegate Senior Living, LLC 401(k) Plan declined sharply - down 25.5% during 2022, from $23M to $17M. Reported net income was -$6M.
How have Stonegate Senior Living, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Stonegate Senior Living, LLC's sponsor-wide assets grew 23.3%, from $17M to $21M.
Where does Stonegate Senior Living, LLC 401(k) Plan rank by assets among Form 5500 filers?
Stonegate Senior Living, LLC 401(k) Plan ranks in the 75th 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 Stonegate Senior Living, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Prosek LLC 401(k) Pension Plan in CT ($17M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Stonegate Senior Living, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mfsaving Retirement Plan in MA (1,616 participants, $442M in assets).