Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of Stone Setters Profit Sharing Plan
Data updated 2026-08-11
- $27M
- Total assets
- 128
- Participants
- 78th
- Percentile by assets
- $211,313
- Avg per participant
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.
- 78th percentile by assets (of 127,072 plans)
- #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.
- $27M
- total plan assets (2023 EOY)
- 128
- covered participants
- 78th
- percentile by assets (of 127,072 plans)
- $211,313
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Stone Setters Annuity Fund Local 84 reports 128 participants - about 16% of that state average ($27M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $1M |
| Employer EIN | 136121379 |
| Plan Effective Date | 1959-12-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Stone Setters)
| 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
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Stone Setters Annuity Fund Local 84 by total assets, not by location.
Frequently Asked Questions
How did Stone Setters Annuity Fund Local 84 assets move in 2023? ▼
How have Board of Trustees of Stone Setters plan assets changed over time? ▼
Where does Stone Setters Annuity Fund Local 84 rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Stone Setters Annuity Fund Local 84? ▼
Next read for Stone Setters Annuity Fund Local 84
Filing takeaways
Ways to act on Stone Setters Annuity Fund Local 84's numbers.
- By total assets, Stone Setters Annuity Fund Local 84 ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees of Stone Setters's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Finance & Insurance plans