401(k) · DOL Form 5500 · 2023

Wendell H. Stone Co., Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
81
Participants Small participant base
61st
Percentile by assets National rank
$135,472
Avg per participant Near avg balance/head
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Official DOL plan name: Wendell H. Stone Co., Inc. 401(k) Plan · Sponsored by Wendell H. Stone Co., Inc. · Pennsylvania · Manufacturing

$11M in assets, 81 participants

Wendell H. Stone Co., Inc.'s Wendell H. Stone Co., Inc. 401(k) Plan reported $11M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,844 in Manufacturing (18,722 peers)

Wendell H. Stone Co., Inc. multi-year trail

Wendell H. Stone Co., Inc.'s plans moved +18.9% in assets from 2022 to 2023; this filing shows Wendell H. Stone Co., Inc. 401(k) Plan at $11M / 81 participants.

#8,844
in Manufacturing (18,722 peers)
+18.9%
assets growth YoY

Wendell H. Stone Co., Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Wendell H. Stone Co., Inc. 401(k) Plan vs every filed plan by assets

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

$10,973,230 Top 39% higher than 61% 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

Wendell H. Stone Co., Inc. 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. Wendell H. Stone Co., Inc. 401(k) Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wendell H. Stone Co., Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wendell H. Stone Co., Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Wendell H. Stone Co., Inc. 401(k) Plan reported participants fell from 84 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251363321 · Wendell H. Stone Co., Inc. PY 2023 · 401(k)

Wendell H. Stone Co., Inc. 401(k) Plan · $11M · 81 · 61st

  • BOY $11M
  • BOY 81
  • BOY 61st
  • BOY 401(k)
  • BOY near Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan
  • BOY ind #8844

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 Pennsylvania →

Wendell H. Stone Co., Inc. 401(k) Plan in the asset neighbourhood

Wendell H. Stone Co., Inc. 401(k) PlanWendell H. Stone Co., Inc. 4…$11MRobert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing PlanRobert a. Mecum, M.D., Inc. …$11MHonolulu Cookie Company 401(k) Profit Sharing PlanHonolulu Cookie Company 401(…$11M403(b) Thrift Plan of Guild$11MSouthern States Utility Trailer Sales, Inc. 401(k) Retirement PlanSouthern States Utility Trai…$11M
End-of-year total assets ($M) among Wendell H. Stone Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wendell H. Stone Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wendell H. Stone Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 18.91069552900605% vs 2022
2023 filing year
$9M$10M$11M$12M 20222023 $9.23M $11M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 84 $9M
2023 1 81 $11M

Wendell H. Stone Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN251363321
Plan Effective Date1996-12-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Wendell H. Stone Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Wendell H. Stone Co., Inc. 401(k) Plan, Total assets ($B): 0.01097323 · Participants: 81Wendell H. Stone Co., Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Wendell H. Stone Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wendell H. Stone Co., Inc. 401(k) Plan side-by-side with 3 peers →

Wendell H. Stone Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan in CA ($11M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Wendell H. Stone Co., Inc. 401(k) Plan assets move in 2023? ▼
Wendell H. Stone Co., Inc. 401(k) Plan grew sharply - up 18.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Wendell H. Stone Co., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wendell H. Stone Co., Inc.'s sponsor-wide assets grew 18.9%, from $9M to $11M.
Which 401(k) plans are similar in size to Wendell H. Stone Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing Plan in CA ($11M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Wendell H. Stone Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 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 251363321.

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.