401(k) · DOL Form 5500 · 2023

Lone Tree Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$191K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$190,530
Avg per participant Above avg balance/head
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Official DOL plan name: Lone Tree Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Lone Tree Investments, Inc. · Maryland · Other Services

$191K in assets, 1 participants

Lone Tree Investments, Inc.'s Lone Tree Investments, Inc. 401(k) Profit Sharing Plan reported $191K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,748 in Other Services (7,857 peers)

What the 2023 filing shows

Lone Tree Investments, Inc. 401(k) Profit Sharing Plan holds $191K for 1 participant - about $190,530 per participant, among the smaller plans by assets on file.

#1,748
in Other Services (7,857 peers)
$191K
reported net income

Lone Tree Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Lone Tree Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$190,530 10th percentile higher than 10% 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

Lone Tree Investments, Inc. 401(k) 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. Lone Tree Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 921560497 · Lone Tree Investments, Inc. PY 2023 · 401(k)

Lone Tree Investments, Inc. 401(k) Profit Sharing Plan · $191K · 1 · 10th

  • BOOK $191K
  • BOOK 1
  • BOOK 10th
  • BOOK 401(k)
  • BOOK near Sphok Properties, Inc. 401(k) Plan
  • BOOK ind #1748

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 Other Services retirement plans → · Plans in Maryland →

Lone Tree Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Lone Tree Investments, Inc. 401(k) Profit Sharing PlanLone Tree Investments, Inc. …$191KSphok Properties, Inc. 401(k) PlanSphok Properties, Inc. 401(k…$191KRainy Day Accounting Group, Inc. 401(k) PlanRainy Day Accounting Group, …$190KTrading Post Outfitters, Inc. 401(k) PlanTrading Post Outfitters, Inc…$191KKutschco Inc. 401(k) Plan$191K
End-of-year total assets ($M) among Lone Tree Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$191K
Net Income$191K
Employer EIN921560497
Plan Effective Date2023-01-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Lone Tree Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lone Tree Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00019053 · Participants: 1Lone Tree Investments, Inc. 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Lone Tree Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Lone Tree Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lone Tree Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Sphok Properties, Inc. 401(k) Plan in TN ($191K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($191K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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

Where does Lone Tree Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lone Tree Investments, Inc. 401(k) Profit Sharing Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lone Tree Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sphok Properties, Inc. 401(k) Plan in TN ($191K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Lone Tree Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 921560497.

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.