401(k) · DOL Form 5500 · 2023

Stone Oak Family Doctors PA 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
26
Participants Small participant base
33rd
Percentile by assets National rank
$92,580
Avg per participant Below avg balance/head
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Official DOL plan name: Stone Oak Family Doctors, P.a. - Retirement Plan · Sponsored by Stone Oak Family Doctors PA · Texas · Healthcare & Social Assistance

$2M in assets, 26 participants

Stone Oak Family Doctors PA's Stone Oak Family Doctors, P.a. - Retirement Plan reported $2M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,714 in Healthcare & Social Assistance (17,684 peers)

Stone Oak Family Doctors PA multi-year trail

Stone Oak Family Doctors PA's plans moved +29.3% in assets from 2022 to 2023; this filing shows Stone Oak Family Doctors, P.a. - Retirement Plan at $2M / 26 participants.

#5,714
in Healthcare & Social Assistance (17,684 peers)
+29.3%
assets growth YoY

Stone Oak Family Doctors, P.a. - Retirement Plan among the smaller filed plans by assets

Stone Oak Family Doctors, P.a. - Retirement Plan vs every filed plan by assets

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

$2,407,072 33rd percentile higher than 33% 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 Oak Family Doctors, P.a. - Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stone Oak Family Doctors, P.a. - Retirement Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stone Oak Family Doctors, P.a. - Retirement Plan reported net income rose from -$593K in the plan year 2022 filing to $545K in the plan year 2023 filing.
  • Stone Oak Family Doctors, P.a. - Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742951434 · Stone Oak Family Doctors PA PY 2023 · 401(k)

Stone Oak Family Doctors, P.a. - Retirement Plan · $2M · 26 · 33rd

  • BOY $2M
  • SCH 26
  • EBSA 33rd
  • PART 401(k)
  • TYPE near Nelson Glass Company, Inc. 401(k) Profit Sharing Plan
  • NET ind #5714

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 →

Stone Oak Family Doctors, P.a. - Retirement Plan in the asset neighbourhood

Stone Oak Family Doctors, P.a. - Retirement PlanStone Oak Family Doctors, P.…$2MNelson Glass Company, Inc. 401(k) Profit Sharing PlanNelson Glass Company, Inc. 4…$2MWater, Fire, Mold, & Biohazard Services of Idaho, Inc. 401(k) Profit Sharing PlanWater, Fire, Mold, & Biohaza…$2MLouis Poulsen USA, Inc. 401(k) PlanLouis Poulsen USA, Inc. 401(…$2MAnglo Asi 401(k)$2M
End-of-year total assets ($M) among Stone Oak Family Doctors, P.a. - Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stone Oak Family Doctors PA multi-year asset trail

Sponsor-wide plan assets over time

All Stone Oak Family Doctors PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.26486098670121% vs 2022
2023 filing year
$1.8M$2M$2.2M$2.4M$2.6M 20222023 $1.86M $2.41M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 26 $2M
2023 2 52 $2M

Stone Oak Family Doctors PA filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$545K
Employer EIN742951434
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Stone Oak Family Doctors, P.a. - Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Stone Oak Family Doctors, P.a. - Retirement Plan, Total assets ($B): 0.002407072 · Participants: 26Stone Oak Family Doctors, P.a. - 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
Stone Oak Family Doctors, P.a. - Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stone Oak Family Doctors, P.a. - Retirement Plan side-by-side with 3 peers →

Stone Oak Family Doctors, P.a. - Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Nelson Glass Company, Inc. 401(k) Profit Sharing Plan in AL ($2M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Oak Family Doctors, P.a. - Retirement Plan assets move in 2023? ▼
Stone Oak Family Doctors, P.a. - Retirement Plan grew sharply - up 29.3% during 2023, from $2M to $2M. Reported net income was $545K.
How have Stone Oak Family Doctors PA plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stone Oak Family Doctors PA's sponsor-wide assets grew 29.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Stone Oak Family Doctors, P.a. - Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nelson Glass Company, Inc. 401(k) Profit Sharing Plan in AL ($2M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Stone Oak Family Doctors, P.a. - Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 742951434.

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.