401(k) · DOL Form 5500 · 2023

Douglas Stone, Inc. 401(k) Plan

Data updated 2026-08-25

$147K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$146,790
Avg per participant Above avg balance/head
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Official DOL plan name: Douglas Stone, Inc. 401(k) Profit Sharing Plan · Sponsored by Douglas Stone, Inc. · Indiana · Real Estate

$147K in assets, 1 participants

Douglas Stone, Inc.'s Douglas Stone, Inc. 401(k) Profit Sharing Plan reported $147K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #575 in Real Estate (4,727 peers)

Douglas Stone, Inc. multi-year trail

Douglas Stone, Inc.'s plans moved +29.1% in assets from 2022 to 2024; this filing shows Douglas Stone, Inc. 401(k) Profit Sharing Plan at $147K / 1 participant.

#575
in Real Estate (4,727 peers)
-4.7%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Douglas Stone, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Douglas Stone, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$146,790 9th percentile higher than 9% 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

Douglas Stone, 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. Douglas Stone, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Douglas Stone, Inc. 401(k) Profit Sharing Plan reported net income fell from -$4K in the plan year 2022 filing to -$7K in the plan year 2023 filing.
  • Douglas Stone, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $154K in the plan year 2022 filing to $147K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832347620 · Douglas Stone, Inc. PY 2023 · 401(k)

Douglas Stone, Inc. 401(k) Profit Sharing Plan · $147K · 1 · 9th

  • SCH $147K
  • SCH 1
  • SCH 9th
  • SCH 401(k)
  • SCH near Webtivity Design Solutions 401(k) Plan
  • SCH ind #575

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 Indiana →

Douglas Stone, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Douglas Stone, Inc. 401(k) Profit Sharing PlanDouglas Stone, Inc. 401(k) P…$147KWebtivity Design Solutions 401(k) PlanWebtivity Design Solutions 4…$147KC5 Innovate, Inc. 401(k) Profit Sharing PlanC5 Innovate, Inc. 401(k) Pro…$147KGurn Corp 401(k) Plan$147KOllyve, Inc. 401(k) Profit Sharing PlanOllyve, Inc. 401(k) Profit S…$147K
End-of-year total assets ($M) among Douglas Stone, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Douglas Stone, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Douglas Stone, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$199K 29.089810869791126% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M$0.22M 202220232024 $0.15M $0.2M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 1 $154K
2023 1 1 $147K
2024 1 1 $199K

Douglas Stone, Inc. filing trail (2023)

Total Assets (Beginning of Year)$154K
Net Assets (End of Year)$147K
Net Income-$7K
Employer EIN832347620
Plan Effective Date2019-01-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Douglas Stone, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Douglas Stone, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00014679 · Participants: 1Douglas Stone, Inc. 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Douglas Stone, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Douglas Stone, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Webtivity Design Solutions 401(k) Plan in FL ($147K); 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 ($147K 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

How did Douglas Stone, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Douglas Stone, Inc. 401(k) Profit Sharing Plan edged down modestly - down 4.7% during 2023, from $154K to $147K. Reported net income was -$7K.
How have Douglas Stone, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Douglas Stone, Inc.'s sponsor-wide assets grew 29.1%, from $154K to $199K.
Where does Douglas Stone, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Douglas Stone, Inc. 401(k) Profit Sharing Plan ranks in the 9th 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 Douglas Stone, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Webtivity Design Solutions 401(k) Plan in FL ($147K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Douglas Stone, 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 832347620.

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.