401(k) · DOL Form 5500 · 2023

Stoneturn Group, LLP 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
144
Participants Small participant base
82nd
Percentile by assets National rank
$265,351
Avg per participant High balance/head
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Official DOL plan name: Stoneturn Group, LLP 401(k) Plan · Sponsored by Stoneturn Group, LLP · Massachusetts · Professional & Technical Services

$38M in assets, 144 participants

Stoneturn Group, LLP's Stoneturn Group, LLP 401(k) Plan reported $38M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,905 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Stoneturn Group, LLP 401(k) Plan covers 144 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $38M.

#16,905
in Professional & Technical Services (20,321 peers)
+34.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Stoneturn Group, LLP 401(k) Plan's outsized position by total assets

Stoneturn Group, LLP 401(k) Plan vs every filed plan by assets

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

$38,210,501 Top 18% higher than 82% 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

Stoneturn Group, LLP 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. Stoneturn Group, LLP 401(k) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stoneturn Group, LLP 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Stoneturn Group, LLP 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200892304 · Stoneturn Group, LLP PY 2023 · 401(k)

Stoneturn Group, LLP 401(k) Plan · $38M · 144 · 82nd

  • PCT $38M
  • PCT 144
  • PCT 82nd
  • PCT 401(k)
  • PCT near Southwest Diagnostic Imaging Center 401(k) Retirement Plan
  • PCT ind #16905

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Stoneturn Group, LLP 401(k) Plan in the asset neighbourhood

Stoneturn Group, LLP 401(k) PlanStoneturn Group, LLP 401(k) …$38MSouthwest Diagnostic Imaging Center 401(k) Retirement PlanSouthwest Diagnostic Imaging…$38MPannell Kerr Forster of Texas, P.C. 401(k) PlanPannell Kerr Forster of Texa…$38MFirst Farmers Financial Corp. 401(k) Profit Sharing PlanFirst Farmers Financial Corp…$38MUS Legal Support, Inc. 401(k) PlanUS Legal Support, Inc. 401(k…$38M
End-of-year total assets ($M) among Stoneturn Group, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$38M
Net Income$10M
Employer EIN200892304
Plan Effective Date2004-07-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoneturn Group, LLP)

Sponsor-wide plan assets over time

All Stoneturn Group, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$47M 63.9491604078379% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $28.4M $46.5M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 145 $28M
2023 1 144 $38M
2024 1 140 $47M

Nearby 401(k) Plans in Massachusetts

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

Stoneturn Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Stoneturn Group, LLP 401(k) Plan, Total assets ($B): 0.038210501 · Participants: 144Stoneturn Group, LLP 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Stoneturn Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Stoneturn Group, LLP 401(k) Plan side-by-side with 3 peers →

Stoneturn Group, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Southwest Diagnostic Imaging Center 401(k) Retirement Plan in TX ($38M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Stoneturn Group, LLP 401(k) Plan assets move in 2023? ▼
Stoneturn Group, LLP 401(k) Plan surged - up 34.6% during 2023, from $28M to $38M. Reported net income was $10M.
How have Stoneturn Group, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoneturn Group, LLP's sponsor-wide assets grew 63.9%, from $28M to $47M.
Where does Stoneturn Group, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Stoneturn Group, LLP 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stoneturn Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Diagnostic Imaging Center 401(k) Retirement Plan in TX ($38M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Stoneturn Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 participants, N/A 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 200892304.

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.