401(k) · DOL Form 5500 · 2023

Sorella Stone, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
36th
Percentile by assets National rank
$190,581
Avg per participant Above avg balance/head
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Official DOL plan name: Sorella Stone, LLC Retirement Plan · Sponsored by Sorella Stone, LLC · Louisiana · Manufacturing

$3M in assets, 16 participants

Sorella Stone, LLC's Sorella Stone, LLC Retirement Plan reported $3M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,625 in Manufacturing (18,722 peers)

Sorella Stone, LLC multi-year trail

Sorella Stone, LLC's plans moved +31.0% in assets from 2022 to 2024; this filing shows Sorella Stone, LLC Retirement Plan at $3M / 16 participants.

#3,625
in Manufacturing (18,722 peers)
+18.6%
assets growth YoY

Sorella Stone, LLC Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Sorella Stone, LLC Retirement Plan vs every filed plan by assets

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

$3,049,300 36th percentile higher than 36% 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

Sorella Stone, LLC Retirement 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. Sorella Stone, LLC Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sorella Stone, LLC Retirement Plan reported net income rose from -$357K in the plan year 2022 filing to $477K in the plan year 2023 filing.
  • Sorella Stone, LLC Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 721131843 · Sorella Stone, LLC PY 2023 · 401(k)

Sorella Stone, LLC Retirement Plan · $3M · 16 · 36th

  • EIN $3M
  • RANK 16
  • PHOTO 36th
  • IND 401(k)
  • EOY near Robinson & Henry P C 401(k) Plan
  • 5500 ind #3625

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 Manufacturing retirement plans → · Plans in Louisiana →

Sorella Stone, LLC Retirement Plan in the asset neighbourhood

Sorella Stone, LLC Retirement PlanSorella Stone, LLC Retiremen…$3MRobinson & Henry P C 401(k) PlanRobinson & Henry P C 401(k) …$3MBoren Enterprises, Inc. 401(k) Profit Sharing PlanBoren Enterprises, Inc. 401(…$3MAmerican Exchange Time LLC 401(k) Profit Sharing Plan & TrustAmerican Exchange Time LLC 4…$3MSanta Barbara Airbus 401(k) Profit Sharing PlanSanta Barbara Airbus 401(k) …$3M
End-of-year total assets ($M) among Sorella Stone, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sorella Stone, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sorella Stone, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.002170229674213% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.57M $3.37M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 16 $3M
2024 1 18 $3M

Sorella Stone, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$477K
Employer EIN721131843
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Sorella Stone, LLC Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Sorella Stone, LLC Retirement Plan, Total assets ($B): 0.0030493 · Participants: 16Sorella Stone, LLC Retirement 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
Sorella Stone, LLC Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Sorella Stone, LLC Retirement Plan side-by-side with 3 peers →

Sorella Stone, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Robinson & Henry P C 401(k) Plan in CO ($3M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Sorella Stone, LLC Retirement Plan assets move in 2023? ▼
Sorella Stone, LLC Retirement Plan grew sharply - up 18.6% during 2023, from $3M to $3M. Reported net income was $477K.
How have Sorella Stone, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sorella Stone, LLC's sponsor-wide assets grew 31.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Sorella Stone, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robinson & Henry P C 401(k) Plan in CO ($3M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Sorella Stone, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 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 721131843.

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.