401(k) · DOL Form 5500 · 2023

Red Stone Equity Partners, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
97
Participants Small participant base
70th
Percentile by assets National rank
$178,859
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Red Stone Equity Partners, LLC 401(k) Plan · Sponsored by Red Stone Equity Partners, LLC · Ohio · Finance & Insurance

$17M in assets, 97 participants

Red Stone Equity Partners, LLC's Red Stone Equity Partners, LLC 401(k) Plan reported $17M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,941 in Finance & Insurance (8,869 peers)

Red Stone Equity Partners, LLC multi-year trail

Red Stone Equity Partners, LLC's plans moved +69.0% in assets from 2022 to 2024; this filing shows Red Stone Equity Partners, LLC 401(k) Plan at $17M / 97 participants.

#4,941
in Finance & Insurance (8,869 peers)
+36.0%
assets growth YoY

Red Stone Equity Partners, LLC 401(k) Plan's outsized position by total assets

Red Stone Equity Partners, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,349,278 Top 30% higher than 70% of 127,068 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 2023

Red Stone Equity Partners, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Red Stone Equity Partners, LLC 401(k) Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Red Stone Equity Partners, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Red Stone Equity Partners, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Red Stone Equity Partners, LLC 401(k) Plan reported participants rose from 81 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208432456 · Red Stone Equity Partners, LLC PY 2023 · 401(k)

Red Stone Equity Partners, LLC 401(k) Plan · $17M · 97 · 70th

  • VS-ST $17M
  • VS-ST 97
  • VS-ST 70th
  • VS-ST 401(k)
  • VS-ST near Tarte, Inc. 401(k) Retirement Plan
  • VS-ST ind #4941

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 Finance & Insurance retirement plans → · Plans in Ohio →

Red Stone Equity Partners, LLC 401(k) Plan in the asset neighbourhood

Red Stone Equity Partners, LLC 401(k) PlanRed Stone Equity Partners, L…$17MTarte, Inc. 401(k) Retirement PlanTarte, Inc. 401(k) Retiremen…$17MProjection, Inc. 401(k) Retirement Savings PlanProjection, Inc. 401(k) Reti…$17MCarley Foundry, Inc. 401(k) Retirement Plan and TrustCarley Foundry, Inc. 401(k) …$17MCatalyst Family 401(k) Plan$17M
End-of-year total assets ($M) among Red Stone Equity Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Red Stone Equity Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Red Stone Equity Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 69.0334917311512% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.8M $21.6M ▲ +69.0%
Year Plans Participants Total Assets
2022 1 81 $13M
2023 1 97 $17M
2024 1 99 $22M

Red Stone Equity Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$5M
Employer EIN208432456
Plan Effective Date2007-08-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Red Stone Equity Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Red Stone Equity Partners, LLC 401(k) Plan, Total assets ($B): 0.017349278 · Participants: 97Red Stone Equity Partners, LLC 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Red Stone Equity Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Red Stone Equity Partners, LLC 401(k) Plan side-by-side with 3 peers →

Red Stone Equity Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Tarte, Inc. 401(k) Retirement Plan in NY ($17M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 (97 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Red Stone Equity Partners, LLC 401(k) Plan assets move in 2023? ▼
Red Stone Equity Partners, LLC 401(k) Plan surged - up 36.0% during 2023, from $13M to $17M. Reported net income was $5M.
How have Red Stone Equity Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Red Stone Equity Partners, LLC's sponsor-wide assets grew 69.0%, from $13M to $22M.
Which 401(k) plans are similar in size to Red Stone Equity Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tarte, Inc. 401(k) Retirement Plan in NY ($17M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Red Stone Equity Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208432456.

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.