401(k) · DOL Form 5500 · 2023

Stone Transport Limited Partnership 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
271
Participants Below avg headcount
38th
Percentile by assets National rank
$12,608
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stone and Excel 401(k) Plan · Sponsored by Stone Transport Limited Partnership · Michigan · Transportation & Warehousing

$3M in assets, 271 participants

Stone Transport Limited Partnership's Stone and Excel 401(k) Plan reported $3M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,254 in Transportation & Warehousing (3,362 peers)

Coverage in Michigan

Stone and Excel 401(k) Plan covers 271 participants in Michigan, about 42% of the average Michigan filer (state average ~638 per filing). Assets: $3M.

#1,254
in Transportation & Warehousing (3,362 peers)
+31.1%
assets growth YoY

Stone and Excel 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Stone and Excel 401(k) Plan vs every filed plan by assets

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

$3,416,895 38th percentile higher than 38% 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 and Excel 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 and Excel 401(k) Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stone and Excel 401(k) Plan reported net income rose from -$503K in the plan year 2022 filing to $811K in the plan year 2023 filing.
  • Stone and Excel 401(k) Plan reported participants rose from 152 in the plan year 2022 filing to 271 in the plan year 2023 filing.
  • Stone and Excel 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202609942 · Stone Transport Limited Partnership PY 2023 · 401(k)

Stone and Excel 401(k) Plan · $3M · 271 · 38th

  • EBSA $3M
  • EBSA 271
  • EBSA 38th
  • EBSA 401(k)
  • EBSA near Old Mountain Private Family Trust, Inc. 401(k) Plan
  • EBSA ind #1254

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 Transportation & Warehousing retirement plans → · Plans in Michigan →

Stone and Excel 401(k) Plan in the asset neighbourhood

Stone and Excel 401(k) Plan$3MOld Mountain Private Family Trust, Inc. 401(k) PlanOld Mountain Private Family …$3MIntrinsic Schools 401(k) Profit Sharing PlanIntrinsic Schools 401(k) Pro…$3MMaynor & Mitchell Eye Center, PC 401(k) Profit Sharing PlanMaynor & Mitchell Eye Center…$3MCenter for Social Dynamics 401(k) PlanCenter for Social Dynamics 4…$3M
End-of-year total assets ($M) among Stone and Excel 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$811K
Employer EIN202609942
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stone Transport Limited Partnership)

Sponsor-wide plan assets over time

All Stone Transport Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$6M 128.80672570759506% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.61M $5.96M ▲ +128.4%
Year Plans Participants Total Assets
2022 1 152 $3M
2023 1 271 $3M
2024 1 377 $6M

Nearby 401(k) Plans in Michigan

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

Stone and Excel 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Stone and Excel 401(k) Plan, Total assets ($B): 0.003416895 · Participants: 271Stone and Excel 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Stone and Excel 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Stone and Excel 401(k) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Old Mountain Private Family Trust, Inc. 401(k) Plan in NY ($3M); by covered participants it is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 and Excel 401(k) Plan assets move in 2023? ▼
Stone and Excel 401(k) Plan surged - up 31.1% during 2023, from $3M to $3M. Reported net income was $811K.
How have Stone Transport Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stone Transport Limited Partnership's sponsor-wide assets grew 128.8%, from $3M to $6M.
Which 401(k) plans are similar in size to Stone and Excel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Old Mountain Private Family Trust, Inc. 401(k) Plan in NY ($3M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Stone and Excel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants, $96M 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 202609942.

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.