401(k) · DOL Form 5500 · 2023

Stoltz Financial Partners, LLC 401(k) Plan

Data updated 2026-08-25

$370K
Total assets Small plan by assets
5
Participants Small participant base
15th
Percentile by assets National rank
$73,990
Avg per participant Below avg balance/head
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Official DOL plan name: Stoltz Financial Partners 401(k) Plan · Sponsored by Stoltz Financial Partners, LLC · Arizona · Finance & Insurance

$370K in assets, 5 participants

Stoltz Financial Partners, LLC's Stoltz Financial Partners 401(k) Plan reported $370K in total assets and 5 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.

  • #798 in Finance & Insurance (8,869 peers)

Stoltz Financial Partners, LLC multi-year trail

Stoltz Financial Partners, LLC's plans moved +30.2% in assets from 2022 to 2024; this filing shows Stoltz Financial Partners 401(k) Plan at $370K / 5 participants.

#798
in Finance & Insurance (8,869 peers)
+23.9%
assets growth YoY

Stoltz Financial Partners 401(k) Plan among the smaller filed plans by assets

Stoltz Financial Partners 401(k) Plan vs every filed plan by assets

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

$369,950 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

Stoltz Financial Partners 401(k) 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. Stoltz Financial Partners 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stoltz Financial Partners 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Stoltz Financial Partners 401(k) Plan end-of-year assets rose from $299K in the plan year 2022 filing to $370K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 861158412 · Stoltz Financial Partners, LLC PY 2023 · 401(k)

Stoltz Financial Partners 401(k) Plan · $370K · 5 · 15th

  • EIN $370K
  • EIN 5
  • EIN 15th
  • EIN 401(k)
  • EIN near Accrued Benefit Administrators, Inc. 401(k) Profit Sharing Plan
  • EIN ind #798

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 Finance & Insurance retirement plans → · Plans in Arizona →

Stoltz Financial Partners 401(k) Plan in the asset neighbourhood

Stoltz Financial Partners 401(k) PlanStoltz Financial Partners 40…$370KAccrued Benefit Administrators, Inc. 401(k) Profit Sharing PlanAccrued Benefit Administrato…$370KHonu Ventures Inc 401(k) Plan$370KHaiyang Liu Sole Proprietor 401(k) PlanHaiyang Liu Sole Proprietor …$370KAj's Transmission & Auto Repair, Inc. Retirement PlanAj's Transmission & Auto Rep…$370K
End-of-year total assets ($M) among Stoltz Financial Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stoltz Financial Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stoltz Financial Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$389K 30.177069069994005% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M 202220232024 $0.3M $0.39M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 4 $299K
2023 1 5 $370K
2024 1 5 $389K

Stoltz Financial Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$299K
Net Assets (End of Year)$370K
Net Income$71K
Employer EIN861158412
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Stoltz Financial Partners 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Stoltz Financial Partners 401(k) Plan, Total assets ($B): 0.00036995 · Participants: 5Stoltz Financial Partners 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Stoltz Financial Partners 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Stoltz Financial Partners 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Accrued Benefit Administrators, Inc. 401(k) Profit Sharing Plan in CA ($370K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Stoltz Financial Partners 401(k) Plan assets move in 2023? ▼
Stoltz Financial Partners 401(k) Plan grew sharply - up 23.9% during 2023, from $299K to $370K. Reported net income was $71K.
How have Stoltz Financial Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoltz Financial Partners, LLC's sponsor-wide assets grew 30.2%, from $299K to $389K.
Where does Stoltz Financial Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Stoltz Financial Partners 401(k) 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 Stoltz Financial Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accrued Benefit Administrators, Inc. 401(k) Profit Sharing Plan in CA ($370K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Stoltz Financial Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 861158412.

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.