401(k) · DOL Form 5500 · 2023

Stone Source, LLC. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
107
Participants Small participant base
59th
Percentile by assets National rank
$93,312
Avg per participant Below avg balance/head
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Official DOL plan name: Stone Source 401(k) Profit Sharing Plan · Sponsored by Stone Source, LLC. · New York · Construction

$10M in assets, 107 participants

Stone Source, LLC.'s Stone Source 401(k) Profit Sharing Plan reported $10M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,146 in Construction (9,030 peers)

Coverage in New York

Stone Source 401(k) Profit Sharing Plan covers 107 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $10M.

#5,146
in Construction (9,030 peers)
-11.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stone Source 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Stone Source 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,984,373 Top 41% higher than 59% 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 Source 401(k) Profit Sharing 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 Source 401(k) Profit Sharing Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stone Source 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Stone Source 401(k) Profit Sharing Plan reported participants fell from 145 in the plan year 2022 filing to 107 in the plan year 2023 filing.
  • Stone Source 401(k) Profit Sharing Plan end-of-year assets fell from $11M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030593691 · Stone Source, LLC. PY 2023 · 401(k)

Stone Source 401(k) Profit Sharing Plan · $10M · 107 · 59th

  • EOY $10M
  • EOY 107
  • EOY 59th
  • EOY 401(k)
  • EOY near Unified Industries, Inc. 401(k) Plan
  • EOY ind #5146

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 Construction retirement plans → · Plans in New York →

Stone Source 401(k) Profit Sharing Plan in the asset neighbourhood

Rural Med 401(k) Plan$10MV2soft, Inc. 401(k) Plan$10MStone Source 401(k) Profit Sharing PlanStone Source 401(k) Profit S…$10MUnified Industries, Inc. 401(k) PlanUnified Industries, Inc. 401…$10MThomas Jefferson Classical Academy 401(k) PlanThomas Jefferson Classical A…$10M
End-of-year total assets ($M) among Stone Source 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN030593691
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stone Source, LLC.)

Sponsor-wide plan assets over time

All Stone Source, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 29.353615080697793% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $11.3M $7.97M ▼ -29.3%
Year Plans Participants Total Assets
2022 1 145 $11M
2023 1 107 $10M
2024 1 70 $8M

Nearby 401(k) Plans in New York

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

Stone Source 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Stone Source 401(k) Profit Sharing Plan, Total assets ($B): 0.009984373 · Participants: 107Stone Source 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Stone Source 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Stone Source 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Unified Industries, Inc. 401(k) Plan in VA ($10M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Source 401(k) Profit Sharing Plan assets move in 2023? ▼
Stone Source 401(k) Profit Sharing Plan pulled back noticeably - down 11.5% during 2023, from $11M to $10M. Reported net income was -$1M.
How have Stone Source, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stone Source, LLC.'s sponsor-wide assets declined 29.4%, from $11M to $8M.
Which 401(k) plans are similar in size to Stone Source 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unified Industries, Inc. 401(k) Plan in VA ($10M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Stone Source 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 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 030593691.

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.