401(k) · DOL Form 5500 · 2023

Stonegate Senior Living, LP 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,500
Participants Near avg headcount
73rd
Percentile by assets National rank
$13,258
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stonegate Senior Living, LP 401(k) Plan · Sponsored by Stonegate Senior Living, LP · Texas · Healthcare & Social Assistance

$20M in assets, 1,500 participants

Stonegate Senior Living, LP's Stonegate Senior Living, LP 401(k) Plan reported $20M in total assets and 1,500 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,603 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Stonegate Senior Living, LP 401(k) Plan covers 1,500 participants in Texas, 2.2x the typical Texas plan (state average ~688 per filing). Assets: $20M.

#13,603
in Healthcare & Social Assistance (17,684 peers)
+17.0%
assets growth YoY

Stonegate Senior Living, LP 401(k) Plan's outsized position by total assets

Stonegate Senior Living, LP 401(k) Plan vs every filed plan by assets

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

$19,886,926 Top 27% higher than 73% 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

Stonegate Senior Living, LP 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stonegate Senior Living, LP 401(k) Plan lands in the large band (1,500 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stonegate Senior Living, LP 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Stonegate Senior Living, LP 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Stonegate Senior Living, LP 401(k) Plan reported participants fell from 1,616 in the plan year 2022 filing to 1,500 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752961469 · Stonegate Senior Living, LP PY 2023 · 401(k)

Stonegate Senior Living, LP 401(k) Plan · $20M · 1,500 · 73rd

  • EBSA $20M
  • PART 1,500
  • TYPE 73rd
  • NET 401(k)
  • BOOK near Zuern Building Products, Inc 401(k) Profit Sharing Plan
  • VS-ST ind #13603

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 →

Stonegate Senior Living, LP 401(k) Plan in the asset neighbourhood

Stonegate Senior Living, LP 401(k) PlanStonegate Senior Living, LP …$20MZuern Building Products, Inc 401(k) Profit Sharing PlanZuern Building Products, Inc…$20MEnviroissues 401(k) P/S Plan$20MStephenson Equipment, Inc. 401(k) PlanStephenson Equipment, Inc. 4…$20MSrk Consulting (U. S.), Inc 401(k) Profit Sharing PlanSrk Consulting (U. S.), Inc …$20M
End-of-year total assets ($M) among Stonegate Senior Living, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN752961469
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonegate Senior Living, LP)

Sponsor-wide plan assets over time

All Stonegate Senior Living, LP plans reported in each filing year

Latest sponsor-wide plan assets
$21M 23.27432032624952% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17M $21M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 1,616 $17M
2023 1 1,500 $20M
2024 1 1,554 $21M

Nearby 401(k) Plans in Texas

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

Stonegate Senior Living, LP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Stonegate Senior Living, LP 401(k) Plan, Total assets ($B): 0.019886926 · Participants: 1500Stonegate Senior Living, LP 401(k) 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
Stonegate Senior Living, LP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stonegate Senior Living, LP 401(k) Plan side-by-side with 3 peers →

Stonegate Senior Living, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Zuern Building Products, Inc 401(k) Profit Sharing Plan in WI ($20M); by covered participants it is Cognosante LLC 401(k) Plan in AZ (1,500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,500 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 Stonegate Senior Living, LP 401(k) Plan assets move in 2023? ▼
Stonegate Senior Living, LP 401(k) Plan grew sharply - up 17.0% during 2023, from $17M to $20M. Reported net income was $3M.
How have Stonegate Senior Living, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonegate Senior Living, LP's sponsor-wide assets grew 23.3%, from $17M to $21M.
Which 401(k) plans are similar in size to Stonegate Senior Living, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zuern Building Products, Inc 401(k) Profit Sharing Plan in WI ($20M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Stonegate Senior Living, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cognosante LLC 401(k) Plan in AZ (1,500 participants, $78M 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 752961469.

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.