401(k) · DOL Form 5500 · 2022

Stonemor, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
1,678
Participants Near avg headcount
84th
Percentile by assets National rank
$20,017
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stonemor Retirement and Savings Plan · Sponsored by Stonemor, Inc. · Pennsylvania · Other Services

$34M in assets, 1,678 participants

Stonemor, Inc.'s Stonemor Retirement and Savings Plan reported $34M in total assets and 1,678 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,759 in Other Services (8,398 peers)

Coverage in Pennsylvania

Stonemor Retirement and Savings Plan covers 1,678 participants in Pennsylvania, 2.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $34M.

#7,759
in Other Services (8,398 peers)
-11.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Stonemor Retirement and Savings Plan's outsized position by total assets

Stonemor Retirement and Savings Plan vs every filed plan by assets

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

$33,588,067 Top 16% higher than 84% 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

Stonemor Retirement and Savings 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. Stonemor Retirement and Savings Plan lands in the large band (1,678 participants).

Published 5500 schedule card

Filing strip 800103152 · Stonemor, Inc. PY 2022 · 401(k)

Stonemor Retirement and Savings Plan · $34M · 1,678 · 84th

  • PHOTO $34M
  • PHOTO 1,678
  • PHOTO 84th
  • PHOTO 401(k)
  • PHOTO near Ibotta, Inc. 401(k) Plan
  • PHOTO ind #7759

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 Other Services retirement plans → · Plans in Pennsylvania →

Stonemor Retirement and Savings Plan in the asset neighbourhood

Stonemor Retirement and Savings PlanStonemor Retirement and Savi…$34MIbotta, Inc. 401(k) Plan$34MWestern Holding Group, Inc. Profit Sharing & 401(k) PlanWestern Holding Group, Inc. …$34MNew England Controls 401(k) PlanNew England Controls 401(k) …$34MSugar Cane Growers Cooperative of Florida Retirement Savings PlanSugar Cane Growers Cooperati…$34M
End-of-year total assets ($M) among Stonemor Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$34M
Net Income-$4M
Employer EIN800103152
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonemor, Inc.)

Sponsor-wide plan assets over time

All Stonemor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 2.5955207925196704% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $38.8M $39.8M ▲ +2.6%
Year Plans Participants Total Assets
2022 2 1,735 $39M
2023 1 1,895 $35M
2024 1 1,942 $40M

Nearby 401(k) Plans in Pennsylvania

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

Stonemor Retirement and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Stonemor Retirement and Savings Plan, Total assets ($B): 0.033588067 · Participants: 1678Stonemor Retirement and Savings 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
Stonemor Retirement and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stonemor Retirement and Savings Plan side-by-side with 3 peers →

Stonemor Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ibotta, Inc. 401(k) Plan in CO ($34M); by covered participants it is Oak Harbor Freight Lines, Inc. 401(k) Plan and Trust in WA (1,678 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,678 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 Stonemor Retirement and Savings Plan assets move in 2022? ▼
Stonemor Retirement and Savings Plan pulled back noticeably - down 11.1% during 2022, from $38M to $34M. Reported net income was -$4M.
How have Stonemor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonemor, Inc.'s sponsor-wide assets grew 2.6%, from $39M to $40M.
Where does Stonemor Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Stonemor Retirement and Savings Plan ranks in the 84th 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 Stonemor Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ibotta, Inc. 401(k) Plan in CO ($34M, 1,017 participants).
Which 401(k) plans cover a similar participant headcount to Stonemor Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oak Harbor Freight Lines, Inc. 401(k) Plan and Trust in WA (1,678 participants, $79M 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 800103152.

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.