401(k) · DOL Form 5500 · 2023

Hawthorne/Stone Real Estate Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
38
Participants Small participant base
28th
Percentile by assets National rank
$42,477
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hawthorne/Stone 401(k) Plan · Sponsored by Hawthorne/Stone Real Estate Investments, Inc. · California · Real Estate

$2M in assets, 38 participants

Hawthorne/Stone Real Estate Investments, Inc.'s Hawthorne/Stone 401(k) Plan reported $2M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,228 in Real Estate (4,727 peers)

Hawthorne/Stone Real Estate Investments, Inc. multi-year trail

Hawthorne/Stone Real Estate Investments, Inc.'s plans moved +19.7% in assets from 2022 to 2024; this filing shows Hawthorne/Stone 401(k) Plan at $2M / 38 participants.

#2,228
in Real Estate (4,727 peers)
+9.5%
assets growth YoY

Hawthorne/Stone 401(k) Plan among the smaller filed plans by assets

Hawthorne/Stone 401(k) Plan vs every filed plan by assets

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

$1,614,136 28th percentile higher than 28% 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

Hawthorne/Stone 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. Hawthorne/Stone 401(k) Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawthorne/Stone 401(k) Plan reported participants rose from 32 in the plan year 2022 filing to 38 in the plan year 2023 filing.
  • Hawthorne/Stone 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942384963 · Hawthorne/Stone Real Estate Investments, Inc. PY 2023 · 401(k)

Hawthorne/Stone 401(k) Plan · $2M · 38 · 28th

  • VS-ST $2M
  • BOY 38
  • SCH 28th
  • EBSA 401(k)
  • PART near Iconic Marine Group 401(k) Plan
  • TYPE ind #2228

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 Real Estate retirement plans → · Plans in California →

Hawthorne/Stone 401(k) Plan in the asset neighbourhood

Hawthorne/Stone 401(k) Plan$2MIconic Marine Group 401(k) PlanIconic Marine Group 401(k) P…$2MEncore Label & Packaging 401(k) PlanEncore Label & Packaging 401…$2MViscosity North America Inc 401(k) Profit Sharing Plan & TrustViscosity North America Inc …$2MRxp Agency, LLC 401(k) Plan$2M
End-of-year total assets ($M) among Hawthorne/Stone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hawthorne/Stone Real Estate Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hawthorne/Stone Real Estate Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.662625591066668% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.47M $1.76M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 32 $1M
2023 1 38 $2M
2024 1 36 $2M

Hawthorne/Stone Real Estate Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$140K
Employer EIN942384963
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Hawthorne/Stone 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hawthorne/Stone 401(k) Plan, Total assets ($B): 0.001614136 · Participants: 38Hawthorne/Stone 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Hawthorne/Stone 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hawthorne/Stone 401(k) Plan side-by-side with 3 peers →

Hawthorne/Stone 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Iconic Marine Group 401(k) Plan in NC ($2M); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Hawthorne/Stone 401(k) Plan assets move in 2023? ▼
Hawthorne/Stone 401(k) Plan grew at a solid clip - up 9.5% during 2023, from $1M to $2M. Reported net income was $140K.
How have Hawthorne/Stone Real Estate Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawthorne/Stone Real Estate Investments, Inc.'s sponsor-wide assets grew 19.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Hawthorne/Stone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iconic Marine Group 401(k) Plan in NC ($2M, 462 participants).
Which 401(k) plans cover a similar participant headcount to Hawthorne/Stone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coral Color Process, Ltd 401(k) Plan in NY (38 participants, $3M 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 942384963.

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.