401(k) · DOL Form 5500 · 2023

Greenville Retirement Community, 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
108
Participants Small participant base
60th
Percentile by assets National rank
$99,142
Avg per participant Below avg balance/head
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Official DOL plan name: Stonegates 401(k) Plan · Sponsored by Greenville Retirement Community, · Delaware · Healthcare & Social Assistance

$11M in assets, 108 participants

Greenville Retirement Community,'s Stonegates 401(k) Plan reported $11M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,602 in Healthcare & Social Assistance (17,684 peers)

Coverage in Delaware

Stonegates 401(k) Plan covers 108 participants in Delaware, about 20% of the average Delaware filer (state average ~536 per filing). Assets: $11M.

#11,602
in Healthcare & Social Assistance (17,684 peers)
-2.2%
assets change YoY

The plan reported a net loss of $244K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stonegates 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stonegates 401(k) Plan vs every filed plan by assets

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

$10,707,361 Top 40% higher than 60% 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

Stonegates 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stonegates 401(k) Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stonegates 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$244K in the plan year 2023 filing.
  • Stonegates 401(k) Plan reported participants fell from 111 in the plan year 2022 filing to 108 in the plan year 2023 filing.
  • Stonegates 401(k) Plan end-of-year assets fell from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510267730 · Greenville Retirement Community, PY 2023 · 401(k)

Stonegates 401(k) Plan · $11M · 108 · 60th

  • EBSA $11M
  • PART 108
  • TYPE 60th
  • NET 401(k)
  • BOOK near Aa Asphalting, LLC 401(k) Profit Sharing Plan
  • VS-ST ind #11602

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 Healthcare & Social Assistance retirement plans → · Plans in Delaware →

Stonegates 401(k) Plan in the asset neighbourhood

Stonegates 401(k) Plan$11MAa Asphalting, LLC 401(k) Profit Sharing PlanAa Asphalting, LLC 401(k) Pr…$11MKett Engineering Corporation Retirement PlanKett Engineering Corporation…$11MHireology, Inc. 401(k) Plan$11MPemex Procurement International, Inc. 401(k) PlanPemex Procurement Internatio…$11M
End-of-year total assets ($M) among Stonegates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$244K
Employer EIN510267730
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greenville Retirement Community,)

Sponsor-wide plan assets over time

All Greenville Retirement Community, plans reported in each filing year

Latest sponsor-wide plan assets
$10M 11.097637892919359% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $11M $9.74M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 111 $11M
2023 1 108 $11M
2024 1 124 $10M

Nearby 401(k) Plans in Delaware

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

Stonegates 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Stonegates 401(k) Plan, Total assets ($B): 0.010707361 · Participants: 108Stonegates 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Stonegates 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants

Stonegates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Aa Asphalting, LLC 401(k) Profit Sharing Plan in WA ($11M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Stonegates 401(k) Plan assets move in 2023?
Stonegates 401(k) Plan edged down modestly - down 2.2% during 2023, from $11M to $11M. Reported net income was -$244K.
How have Greenville Retirement Community, plan assets changed over time?
Across 3 plan years on file (2022-2024), Greenville Retirement Community,'s sponsor-wide assets declined 11.1%, from $11M to $10M.
Which 401(k) plans are similar in size to Stonegates 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Aa Asphalting, LLC 401(k) Profit Sharing Plan in WA ($11M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Stonegates 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M in assets).