Defined Benefit (Pension) · DOL Form 5500 · 2022

Stone Commercial Brokerage Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$464,059
Avg per participant High balance/head
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Official DOL plan name: Stone Commercial Brokerage Cash Balance Plan · Sponsored by Stone Commercial Brokerage · California · Finance & Insurance

$1M in assets, 3 participants

Stone Commercial Brokerage's Stone Commercial Brokerage Cash Balance Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,791 in Finance & Insurance (9,261 peers)

2022 asset change

Stone Commercial Brokerage Cash Balance Plan grew at a solid clip 11.8% in 2022 ($1M → $1M) for 3 participants.

#1,791
in Finance & Insurance (9,261 peers)
+11.8%
assets growth YoY

Stone Commercial Brokerage Cash Balance Plan among the smaller filed plans by assets

Stone Commercial Brokerage Cash Balance Plan vs every filed plan by assets

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

$1,392,176 29th percentile higher than 29% 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

Stone Commercial Brokerage Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stone Commercial Brokerage Cash Balance Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 954351998 · Stone Commercial Brokerage PY 2022 · Defined Benefit (Pension)

Stone Commercial Brokerage Cash Balance Plan · $1M · 3 · 29th

  • PCT $1M
  • EIN 3
  • RANK 29th
  • PHOTO Defined Benefit (Pension)
  • IND near Pathways Counseling Services, PLLC Defined Benefit Pension Plan
  • EOY ind #1791

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 California →

Stone Commercial Brokerage Cash Balance Plan in the asset neighbourhood

Stone Commercial Brokerage Cash Balance PlanStone Commercial Brokerage C…$1MPathways Counseling Services, PLLC Defined Benefit Pension PlanPathways Counseling Services…$1MPowder Processing & Technology, LLC Pension PlanPowder Processing & Technolo…$1MNbs Consulting Group LLC Defined Benefit PlanNbs Consulting Group LLC Def…$1MMohammed K. Rashid Md PC Cash Balance PlanMohammed K. Rashid Md PC Cas…$1M
End-of-year total assets ($M) among Stone Commercial Brokerage Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Stone Commercial Brokerage years around the 2022 move

Sponsor-wide plan assets over time

All Stone Commercial Brokerage plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.5M$1M$1.5M$2M 20222023 $1.39M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$147K
Employer EIN954351998
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Stone Commercial Brokerage Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Stone Commercial Brokerage Cash Balance Plan, Total assets ($B): 0.001392176 · Participants: 3Stone Commercial Brokerage Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Stone Commercial Brokerage Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Stone Commercial Brokerage Cash Balance Plan side-by-side with 3 peers →

Stone Commercial Brokerage Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Pathways Counseling Services, PLLC Defined Benefit Pension Plan in AZ ($1M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Stone Commercial Brokerage Cash Balance Plan assets move in 2022? ▼
Stone Commercial Brokerage Cash Balance Plan grew at a solid clip - up 11.8% during 2022, from $1M to $1M. Reported net income was $147K.
Which Defined Benefit (Pension) plans are similar in size to Stone Commercial Brokerage Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pathways Counseling Services, PLLC Defined Benefit Pension Plan in AZ ($1M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stone Commercial Brokerage Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 954351998.

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.