401(k) · DOL Form 5500 · 2023

Stonebridge Hospitality Associates, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,659
Participants Near avg headcount
71st
Percentile by assets National rank
$10,924
Avg per participant Low balance/head
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Official DOL plan name: Stonebridge Hospitality Associates, LLC 401(k) Plan · Sponsored by Stonebridge Hospitality Associates, LLC · Colorado · Food Services & Accommodation

$18M in assets, 1,659 participants

Stonebridge Hospitality Associates, LLC's Stonebridge Hospitality Associates, LLC 401(k) Plan reported $18M in total assets and 1,659 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,515 in Food Services & Accommodation (3,828 peers)

Coverage in Colorado

Stonebridge Hospitality Associates, LLC 401(k) Plan covers 1,659 participants in Colorado, 4.4x the typical Colorado plan (state average ~376 per filing). Assets: $18M.

#3,515
in Food Services & Accommodation (3,828 peers)
+27.6%
assets growth YoY

Stonebridge Hospitality Associates, LLC 401(k) Plan's outsized position by total assets

Stonebridge Hospitality Associates, LLC 401(k) Plan vs every filed plan by assets

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

$18,122,286 Top 29% higher than 71% 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

Stonebridge Hospitality Associates, LLC 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. Stonebridge Hospitality Associates, LLC 401(k) Plan lands in the large band (1,659 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stonebridge Hospitality Associates, LLC 401(k) Plan reported net income rose from -$612K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Stonebridge Hospitality Associates, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Stonebridge Hospitality Associates, LLC 401(k) Plan reported participants rose from 1,342 in the plan year 2022 filing to 1,659 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841568703 · Stonebridge Hospitality Associates, LLC PY 2023 · 401(k)

Stonebridge Hospitality Associates, LLC 401(k) Plan · $18M · 1,659 · 71st

  • EBSA $18M
  • EBSA 1,659
  • EBSA 71st
  • EBSA 401(k)
  • EBSA near Saticoy Lemon Association 401(k) / Profit Sharing Plan
  • EBSA ind #3515

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 Food Services & Accommodation retirement plans → · Plans in Colorado →

Stonebridge Hospitality Associates, LLC 401(k) Plan in the asset neighbourhood

Stonebridge Hospitality Associates, LLC 401(k) PlanStonebridge Hospitality Asso…$18MSaticoy Lemon Association 401(k) / Profit Sharing PlanSaticoy Lemon Association 40…$18MVan Pelt, Yi & James, LLC 401(k) Profit Sharing PlanVan Pelt, Yi & James, LLC 40…$18MFirst Community Bank Profit Sharing PlanFirst Community Bank Profit …$18MPhase2 Technology LLC 401(k) Profit Sharing Plan and TrustPhase2 Technology LLC 401(k)…$18M
End-of-year total assets ($M) among Stonebridge Hospitality Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN841568703
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonebridge Hospitality Associates, LLC)

Sponsor-wide plan assets over time

All Stonebridge Hospitality Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 58.343204909984536% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.2M $22.5M ▲ +58.3%
Year Plans Participants Total Assets
2022 1 1,342 $14M
2023 1 1,659 $18M
2024 1 2,899 $22M

Nearby 401(k) Plans in Colorado

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

Stonebridge Hospitality Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Stonebridge Hospitality Associates, LLC 401(k) Plan, Total assets ($B): 0.018122286 · Participants: 1659Stonebridge Hospitality Associates, LLC 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Stonebridge Hospitality Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Stonebridge Hospitality Associates, LLC 401(k) Plan side-by-side with 3 peers →

Stonebridge Hospitality Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Saticoy Lemon Association 401(k) / Profit Sharing Plan in CA ($18M); by covered participants it is Modern Technology Solutions, Inc. 401(k) Plan in VA (1,659 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,659 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 Stonebridge Hospitality Associates, LLC 401(k) Plan assets move in 2023? ▼
Stonebridge Hospitality Associates, LLC 401(k) Plan grew sharply - up 27.6% during 2023, from $14M to $18M. Reported net income was $4M.
How have Stonebridge Hospitality Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonebridge Hospitality Associates, LLC's sponsor-wide assets grew 58.3%, from $14M to $22M.
Which 401(k) plans are similar in size to Stonebridge Hospitality Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saticoy Lemon Association 401(k) / Profit Sharing Plan in CA ($18M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Stonebridge Hospitality Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Modern Technology Solutions, Inc. 401(k) Plan in VA (1,659 participants, $324M 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 841568703.

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.