Profit Sharing · DOL Form 5500 · 2023

Stoneman Properties, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$775,251
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stoneman Properties, LLC Profit Sharing Plan · Sponsored by Stoneman Properties, LLC · Arizona · Real Estate

$2M in assets, 2 participants

Stoneman Properties, LLC's Stoneman Properties, LLC Profit Sharing Plan reported $2M in total assets and 2 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.

  • #2,207 in Real Estate (4,727 peers)

What the 2023 filing shows

Stoneman Properties, LLC Profit Sharing Plan holds $2M for 2 participants - about $775,251 per participant, in the lower half of filed plans by assets.

#2,207
in Real Estate (4,727 peers)
+2.7%
assets growth YoY

Stoneman Properties, LLC Profit Sharing Plan among the smaller filed plans by assets

Stoneman Properties, LLC Profit Sharing Plan vs every filed plan by assets

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

$1,550,502 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

Stoneman Properties, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stoneman Properties, LLC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stoneman Properties, LLC Profit Sharing Plan reported net income rose from -$46K in the plan year 2022 filing to $41K in the plan year 2023 filing.
  • Stoneman Properties, LLC Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860989432 · Stoneman Properties, LLC PY 2023 · Profit Sharing

Stoneman Properties, LLC Profit Sharing Plan · $2M · 2 · 28th

  • EOY $2M
  • 5500 2
  • ASSETS 28th
  • PCT Profit Sharing
  • EIN near Treasure Valley Real Estate & Construction Employees' Profit Sharing Plan
  • RANK ind #2207

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 Arizona →

Stoneman Properties, LLC Profit Sharing Plan in the asset neighbourhood

Stoneman Properties, LLC Profit Sharing PlanStoneman Properties, LLC Pro…$2MTreasure Valley Real Estate & Construction Employees' Profit Sharing PlanTreasure Valley Real Estate …$2MThurber Gate Investment 401(k) PlanThurber Gate Investment 401(…$2MSiraj R. Baig D.D.S., P.C Profit Sharing Plan & TrustSiraj R. Baig D.D.S., P.C Pr…$2MCovey Roberts & Carmody-Roberts, LLC Profit Sharing PlanCovey Roberts & Carmody-Robe…$2M
End-of-year total assets ($M) among Stoneman Properties, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$41K
Employer EIN860989432
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoneman Properties, LLC)

Sponsor-wide plan assets over time

All Stoneman Properties, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.667826614510961% vs 2022
2024 filing year
$1.5M$1.55M$1.6M$1.65M 202220232024 $1.51M $1.6M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stoneman Properties, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Stoneman Properties, LLC Profit Sharing Plan, Total assets ($M): 1.550502 · Participants: 2Stoneman Properties, LLC Profit Sharing PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Stoneman Properties, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Stoneman Properties, LLC Profit Sharing Plan side-by-side with 3 peers →

Stoneman Properties, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Treasure Valley Real Estate & Construction Employees' Profit Sharing Plan in UT ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Stoneman Properties, LLC Profit Sharing Plan assets move in 2023? ▼
Stoneman Properties, LLC Profit Sharing Plan edged up modestly - up 2.7% during 2023, from $2M to $2M. Reported net income was $41K.
How have Stoneman Properties, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoneman Properties, LLC's sponsor-wide assets grew 5.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Stoneman Properties, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Treasure Valley Real Estate & Construction Employees' Profit Sharing Plan in UT ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Stoneman Properties, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 860989432.

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.