401(k) · DOL Form 5500 · 2023

Stonetrust Commercial Insurance Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
48
Participants Small participant base
54th
Percentile by assets National rank
$168,862
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stonetrust Commercial Insurance Company 401(k) Plan · Sponsored by Stonetrust Commercial Insurance Company · Louisiana · Finance & Insurance

$8M in assets, 48 participants

Stonetrust Commercial Insurance Company's Stonetrust Commercial Insurance Company 401(k) Plan reported $8M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,468 in Finance & Insurance (8,869 peers)

Stonetrust Commercial Insurance Company multi-year trail

Stonetrust Commercial Insurance Company's plans moved +37.2% in assets from 2022 to 2024; this filing shows Stonetrust Commercial Insurance Company 401(k) Plan at $8M / 48 participants.

#3,468
in Finance & Insurance (8,869 peers)
+16.3%
assets growth YoY

Stonetrust Commercial Insurance Company 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Stonetrust Commercial Insurance Company 401(k) Plan vs every filed plan by assets

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

$8,105,389 Top 46% higher than 54% 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

Stonetrust Commercial Insurance Company 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. Stonetrust Commercial Insurance Company 401(k) Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stonetrust Commercial Insurance Company 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stonetrust Commercial Insurance Company 401(k) Plan reported participants rose from 41 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Stonetrust Commercial Insurance Company 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 721478054 · Stonetrust Commercial Insurance Company PY 2023 · 401(k)

Stonetrust Commercial Insurance Company 401(k) Plan · $8M · 48 · 54th

  • EOY $8M
  • 5500 48
  • ASSETS 54th
  • PCT 401(k)
  • EIN near Karius, Inc. 401(k) Plan
  • RANK ind #3468

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 Louisiana →

Stonetrust Commercial Insurance Company 401(k) Plan in the asset neighbourhood

Stonetrust Commercial Insurance Company 401(k) PlanStonetrust Commercial Insura…$8MKarius, Inc. 401(k) Plan$8MRadius Packaging, Inc. 401 (K) PlanRadius Packaging, Inc. 401 (…$8MHotels Unlimited, Inc. & Affiliates 401(k) PlanHotels Unlimited, Inc. & Aff…$8MTax Deferred Annuity Plan of Waverly Senior ServicesTax Deferred Annuity Plan of…$8M
End-of-year total assets ($M) among Stonetrust Commercial Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stonetrust Commercial Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Stonetrust Commercial Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 37.21311818757458% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.97M $9.56M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 41 $7M
2023 1 48 $8M
2024 1 53 $10M

Stonetrust Commercial Insurance Company filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN721478054
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Stonetrust Commercial Insurance Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Stonetrust Commercial Insurance Company 401(k) Plan, Total assets ($B): 0.008105389 · Participants: 48Stonetrust Commercial Insurance Company 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Stonetrust Commercial Insurance Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Stonetrust Commercial Insurance Company 401(k) Plan side-by-side with 3 peers →

Stonetrust Commercial Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Karius, Inc. 401(k) Plan in CA ($8M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Stonetrust Commercial Insurance Company 401(k) Plan assets move in 2023? ▼
Stonetrust Commercial Insurance Company 401(k) Plan grew sharply - up 16.3% during 2023, from $7M to $8M. Reported net income was $1M.
How have Stonetrust Commercial Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonetrust Commercial Insurance Company's sponsor-wide assets grew 37.2%, from $7M to $10M.
Which 401(k) plans are similar in size to Stonetrust Commercial Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Karius, Inc. 401(k) Plan in CA ($8M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Stonetrust Commercial Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M 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 721478054.

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.