Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of Stone Setters Profit Sharing Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
128
Participants Small participant base
78th
Percentile by assets National rank
$211,313
Avg per participant Above avg balance/head
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Official DOL plan name: Stone Setters Annuity Fund Local 84 · Sponsored by Board of Trustees of Stone Setters · New York · Finance & Insurance

$27M in assets, 128 participants

Board of Trustees of Stone Setters's Stone Setters Annuity Fund Local 84 reported $27M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,855 in Finance & Insurance (8,869 peers)

Coverage in New York

Stone Setters Annuity Fund Local 84 covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $27M.

#5,855
in Finance & Insurance (8,869 peers)
+4.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Stone Setters Annuity Fund Local 84's outsized position by total assets

Stone Setters Annuity Fund Local 84 vs every filed plan by assets

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

$27,048,053 Top 22% higher than 78% 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 Setters Annuity Fund Local 84 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 Setters Annuity Fund Local 84 sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stone Setters Annuity Fund Local 84 reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stone Setters Annuity Fund Local 84 reported participants fell from 148 in the plan year 2022 filing to 128 in the plan year 2023 filing.
  • Stone Setters Annuity Fund Local 84 end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 136121379 · Board of Trustees of Stone Setters PY 2023 · Profit Sharing

Stone Setters Annuity Fund Local 84 · $27M · 128 · 78th

  • BOY $27M
  • SCH 128
  • EBSA 78th
  • PART Profit Sharing
  • TYPE near Greater Boston Legal Services Pension Plan
  • NET ind #5855

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 New York →

Stone Setters Annuity Fund Local 84 in the asset neighbourhood

Walsh College Tax-Sheltered Annuity PlanWalsh College Tax-Sheltered …$27MStone Setters Annuity Fund Local 84Stone Setters Annuity Fund L…$27MGreater Boston Legal Services Pension PlanGreater Boston Legal Service…$27MHickman, Williams & Company Stock Bonus Profit Sharing PlanHickman, Williams & Company …$27MPediatrix Caribbean 401(k) PlanPediatrix Caribbean 401(k) P…$27M
End-of-year total assets ($M) among Stone Setters Annuity Fund Local 84 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$1M
Employer EIN136121379
Plan Effective Date1959-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Stone Setters)

Sponsor-wide plan assets over time

All Board of Trustees of Stone Setters plans reported in each filing year

Latest sponsor-wide plan assets
$66M 10.828364608604973% vs 2022
2024 filing year
$58M$60M$62M$64M$66M$68M 202220232024 $59.9M $66.4M ▲ +10.8%
Year Plans Participants Total Assets
2022 2 268 $60M
2023 2 234 $64M
2024 2 231 $66M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stone Setters Annuity Fund Local 84 vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Stone Setters Annuity Fund Local 84, Total assets ($B): 0.027048053 · Participants: 128Stone Setters Annuity Fund Local 84Annuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Stone Setters Annuity Fund Local 84 vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Stone Setters Annuity Fund Local 84 side-by-side with 3 peers →

Stone Setters Annuity Fund Local 84's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Greater Boston Legal Services Pension Plan in MA ($27M); by covered participants it is Pacific Science Center Retirement Plan in WA (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Setters Annuity Fund Local 84 assets move in 2023? ▼
Stone Setters Annuity Fund Local 84 edged up modestly - up 4.8% during 2023, from $26M to $27M. Reported net income was $1M.
How have Board of Trustees of Stone Setters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Stone Setters's sponsor-wide assets grew 10.8%, from $60M to $66M.
Where does Stone Setters Annuity Fund Local 84 rank by assets among Form 5500 filers? ▼
Stone Setters Annuity Fund Local 84 ranks in the 78th 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 Profit Sharing plans are similar in size to Stone Setters Annuity Fund Local 84? ▼
Among Profit Sharing plans in other states, the closest by assets is Greater Boston Legal Services Pension Plan in MA ($27M, 159 participants).
Which Profit Sharing plans cover a similar participant headcount to Stone Setters Annuity Fund Local 84? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Pacific Science Center Retirement Plan in WA (128 participants, $6M 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 136121379.

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.