401(k) · DOL Form 5500 · 2023

Stone Coast Fund Services LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
220
Participants Below avg headcount
78th
Percentile by assets National rank
$122,851
Avg per participant Near avg balance/head
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Official DOL plan name: Stone Coast Fund Services LLC 401(k) Plan · Sponsored by Stone Coast Fund Services LLC · Maine · Professional & Technical Services

$27M in assets, 220 participants

Stone Coast Fund Services LLC's Stone Coast Fund Services LLC 401(k) Plan reported $27M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,860 in Professional & Technical Services (20,321 peers)

Coverage in Maine

Stone Coast Fund Services LLC 401(k) Plan covers 220 participants in Maine, about 47% of the average Maine filer (state average ~472 per filing). Assets: $27M.

#15,860
in Professional & Technical Services (20,321 peers)
+32.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Stone Coast Fund Services LLC 401(k) Plan's outsized position by total assets

Stone Coast Fund Services LLC 401(k) Plan vs every filed plan by assets

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

$27,027,186 Top 22% higher than 78% 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

Stone Coast Fund Services LLC 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. Stone Coast Fund Services LLC 401(k) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stone Coast Fund Services LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Stone Coast Fund Services LLC 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Stone Coast Fund Services LLC 401(k) Plan reported participants rose from 213 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 061781234 · Stone Coast Fund Services LLC PY 2023 · 401(k)

Stone Coast Fund Services LLC 401(k) Plan · $27M · 220 · 78th

  • ASSETS $27M
  • ASSETS 220
  • ASSETS 78th
  • ASSETS 401(k)
  • ASSETS near J & J Ventures Gaming, LLC 401(k) Savings Plan and Trust
  • ASSETS ind #15860

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 Professional & Technical Services retirement plans → · Plans in Maine →

Stone Coast Fund Services LLC 401(k) Plan in the asset neighbourhood

Stone Coast Fund Services LLC 401(k) PlanStone Coast Fund Services LL…$27MJ & J Ventures Gaming, LLC 401(k) Savings Plan and TrustJ & J Ventures Gaming, LLC 4…$27MIllinois Mutual 401(k) Retirement Savings PlanIllinois Mutual 401(k) Retir…$27MYellowstone Club Operations, LLC Retirement Plan and TrustYellowstone Club Operations,…$27MIn Demand 401(k) Savings Plan$27M
End-of-year total assets ($M) among Stone Coast Fund Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$27M
Net Income$7M
Employer EIN061781234
Plan Effective Date2009-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stone Coast Fund Services LLC)

Sponsor-wide plan assets over time

All Stone Coast Fund Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 59.248003730312846% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $32.6M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 213 $20M
2023 1 220 $27M
2024 1 222 $33M

Nearby 401(k) Plans in Maine

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

Stone Coast Fund Services LLC 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Stone Coast Fund Services LLC 401(k) Plan, Total assets ($B): 0.027027186 · Participants: 220Stone Coast Fund Services LLC 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Stone Coast Fund Services LLC 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Stone Coast Fund Services LLC 401(k) Plan side-by-side with 3 peers →

Stone Coast Fund Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is J & J Ventures Gaming, LLC 401(k) Savings Plan and Trust in IL ($27M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Stone Coast Fund Services LLC 401(k) Plan assets move in 2023? ▼
Stone Coast Fund Services LLC 401(k) Plan surged - up 32.1% during 2023, from $20M to $27M. Reported net income was $7M.
How have Stone Coast Fund Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stone Coast Fund Services LLC's sponsor-wide assets grew 59.2%, from $20M to $33M.
Where does Stone Coast Fund Services LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Stone Coast Fund Services LLC 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stone Coast Fund Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J & J Ventures Gaming, LLC 401(k) Savings Plan and Trust in IL ($27M, 595 participants).
Which 401(k) plans cover a similar participant headcount to Stone Coast Fund Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 061781234.

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.