401(k) · DOL Form 5500 · 2022

Lionstone Care, LLC 401(k) Plan

Data updated 2026-08-25

$920K
Total assets Small plan by assets
1,064
Participants Near avg headcount
24th
Percentile by assets National rank
$865
Avg per participant Low balance/head
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Official DOL plan name: Lionstone Care 401(k) Plan · Sponsored by Lionstone Care, LLC · Ohio · Healthcare & Social Assistance

$920K in assets, 1,064 participants

Lionstone Care, LLC's Lionstone Care 401(k) Plan reported $920K in total assets and 1,064 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,209 in Healthcare & Social Assistance (20,060 peers)

Lionstone Care, LLC multi-year trail

Lionstone Care, LLC's plans moved +152.6% in assets from 2022 to 2024; this filing shows Lionstone Care 401(k) Plan at $920K / 1,064 participants.

#4,209
in Healthcare & Social Assistance (20,060 peers)
+61.4%
assets growth YoY

Lionstone Care 401(k) Plan among the smaller filed plans by assets

Lionstone Care 401(k) Plan vs every filed plan by assets

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

$920,467 24th percentile higher than 24% 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

Lionstone Care 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. Lionstone Care 401(k) Plan lands in the large band (1,064 participants).

Form 5500 schedule snapshot

Filing strip 824561652 · Lionstone Care, LLC PY 2022 · 401(k)

Lionstone Care 401(k) Plan · $920K · 1,064 · 24th

  • BOOK $920K
  • VS-ST 1,064
  • BOY 24th
  • SCH 401(k)
  • EBSA near 4mak Ventures, Inc. 401(k) Plan
  • PART ind #4209

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 Ohio →

Lionstone Care 401(k) Plan in the asset neighbourhood

Lionstone Care 401(k) Plan$920K4mak Ventures, Inc. 401(k) Plan4mak Ventures, Inc. 401(k) P…$920KJasper Therapeutics 401(k) PlanJasper Therapeutics 401(k) P…$920KNli 401(k)$920KNorth East Missouri Co-Op Services Inc Retirement PlanNorth East Missouri Co-Op Se…$921K
End-of-year total assets ($M) among Lionstone Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lionstone Care, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lionstone Care, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 152.5653825721074% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.92M $2.32M ▲ +152.2%
Year Plans Participants Total Assets
2022 1 1,064 $920K
2023 1 1,349 $2M
2024 1 1,831 $2M

Lionstone Care, LLC filing trail (2022)

Total Assets (Beginning of Year)$570K
Net Assets (End of Year)$920K
Net Income$350K
Employer EIN824561652
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Lionstone Care 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Lionstone Care 401(k) Plan, Total assets ($B): 0.000920467 · Participants: 1064Lionstone Care 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Lionstone Care 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Lionstone Care 401(k) Plan side-by-side with 3 peers →

Lionstone Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is 4mak Ventures, Inc. 401(k) Plan in CT ($920K); by covered participants it is Uctie International Union 401(k) Savings Plan in NY (1,064 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($920K here).

Similar participant headcount

Nearest other-state filings by covered participants (1,064 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 Lionstone Care 401(k) Plan assets move in 2022? ▼
Lionstone Care 401(k) Plan surged - up 61.4% during 2022, from $570K to $920K. Reported net income was $350K.
How have Lionstone Care, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lionstone Care, LLC's sponsor-wide assets grew 152.6%, from $920K to $2M.
Where does Lionstone Care 401(k) Plan rank by assets among Form 5500 filers? ▼
Lionstone Care 401(k) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lionstone Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 4mak Ventures, Inc. 401(k) Plan in CT ($920K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Lionstone Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uctie International Union 401(k) Savings Plan in NY (1,064 participants, $17M 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 824561652.

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.