401(k) · DOL Form 5500 · 2023

Pinestone Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$358K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$119,277
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pinestone Partners Retirement Plan · Sponsored by Pinestone Partners, Inc. · Texas · Healthcare & Social Assistance

$358K in assets, 3 participants

Pinestone Partners, Inc.'s Pinestone Partners Retirement Plan reported $358K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,889 in Healthcare & Social Assistance (17,684 peers)

Pinestone Partners, Inc. multi-year trail

Pinestone Partners, Inc.'s plans moved +24.3% in assets from 2022 to 2024; this filing shows Pinestone Partners Retirement Plan at $358K / 3 participants.

#1,889
in Healthcare & Social Assistance (17,684 peers)
+14.8%
assets growth YoY

Pinestone Partners Retirement Plan among the smaller filed plans by assets

Pinestone Partners Retirement Plan vs every filed plan by assets

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

$357,830 15th percentile higher than 15% 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

Pinestone Partners Retirement 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. Pinestone Partners Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pinestone Partners Retirement Plan reported net income rose from -$11K in the plan year 2022 filing to $46K in the plan year 2023 filing.
  • Pinestone Partners Retirement Plan end-of-year assets rose from $312K in the plan year 2022 filing to $358K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 465077509 · Pinestone Partners, Inc. PY 2023 · 401(k)

Pinestone Partners Retirement Plan · $358K · 3 · 15th

  • BOOK $358K
  • VS-ST 3
  • BOY 15th
  • SCH 401(k)
  • EBSA near M Reed Dillingham 401(k) Profit Sharing Plan & Trust
  • PART ind #1889

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 Texas →

Pinestone Partners Retirement Plan in the asset neighbourhood

Pinestone Partners Retirement PlanPinestone Partners Retiremen…$358KM Reed Dillingham 401(k) Profit Sharing Plan & TrustM Reed Dillingham 401(k) Pro…$358KTammy's Fresh Foods, LLC Retirement PlanTammy's Fresh Foods, LLC Ret…$358KJetco Investment Company 401(k) PlanJetco Investment Company 401…$358KSweet Spot Distributing Inc 401(k) PlanSweet Spot Distributing Inc …$358K
End-of-year total assets ($M) among Pinestone Partners Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pinestone Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pinestone Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$387K 24.32562512232921% vs 2022
2024 filing year
$0.3M$0.35M$0.4M 202220232024 $0.31M $0.39M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 3 $312K
2023 1 3 $358K
2024 1 3 $387K

Pinestone Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$312K
Net Assets (End of Year)$358K
Net Income$46K
Employer EIN465077509
Plan Effective Date2014-03-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Pinestone Partners Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pinestone Partners Retirement Plan, Total assets ($B): 0.00035783 · Participants: 3Pinestone Partners Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Pinestone Partners Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Pinestone Partners Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is M Reed Dillingham 401(k) Profit Sharing Plan & Trust in CA ($358K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Pinestone Partners Retirement Plan assets move in 2023? ▼
Pinestone Partners Retirement Plan grew at a solid clip - up 14.8% during 2023, from $312K to $358K. Reported net income was $46K.
How have Pinestone Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinestone Partners, Inc.'s sponsor-wide assets grew 24.3%, from $312K to $387K.
Where does Pinestone Partners Retirement Plan rank by assets among Form 5500 filers? ▼
Pinestone Partners Retirement Plan ranks in the 15th 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 Pinestone Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is M Reed Dillingham 401(k) Profit Sharing Plan & Trust in CA ($358K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Pinestone Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 465077509.

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.