401(k) · DOL Form 5500 · 2023

Stokes Healthcare, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
131
Participants Small participant base
57th
Percentile by assets National rank
$72,040
Avg per participant Below avg balance/head
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Official DOL plan name: Stokes Healthcare, Inc. 401(k) Plan · Sponsored by Stokes Healthcare, Inc. · New Jersey · Retail Trade

$9M in assets, 131 participants

Stokes Healthcare, Inc.'s Stokes Healthcare, Inc. 401(k) Plan reported $9M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,720 in Retail Trade (8,414 peers)

Coverage in New Jersey

Stokes Healthcare, Inc. 401(k) Plan covers 131 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.

#5,720
in Retail Trade (8,414 peers)
+27.1%
assets growth YoY

Stokes Healthcare, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Stokes Healthcare, Inc. 401(k) Plan vs every filed plan by assets

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

$9,437,266 Top 43% higher than 57% 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

Stokes Healthcare, Inc. 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. Stokes Healthcare, Inc. 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stokes Healthcare, Inc. 401(k) Plan reported net income rose from -$958K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stokes Healthcare, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Stokes Healthcare, Inc. 401(k) Plan reported participants rose from 107 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010578853 · Stokes Healthcare, Inc. PY 2023 · 401(k)

Stokes Healthcare, Inc. 401(k) Plan · $9M · 131 · 57th

  • EOY $9M
  • EOY 131
  • EOY 57th
  • EOY 401(k)
  • EOY near Modea Holdings, Inc 401(k) Plan
  • EOY ind #5720

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 Retail Trade retirement plans → · Plans in New Jersey →

Stokes Healthcare, Inc. 401(k) Plan in the asset neighbourhood

Stokes Healthcare, Inc. 401(k) PlanStokes Healthcare, Inc. 401(…$9MModea Holdings, Inc 401(k) PlanModea Holdings, Inc 401(k) P…$9MLabyrinth Solutions, Inc. 401(k) PlanLabyrinth Solutions, Inc. 40…$9MMedley Partners Management 401(k) and Profit Sharing PlanMedley Partners Management 4…$9MGlobeflex Capital, L.P. 401(k) Profit Sharing PlanGlobeflex Capital, L.P. 401(…$9M
End-of-year total assets ($M) among Stokes Healthcare, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN010578853
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stokes Healthcare, Inc.)

Sponsor-wide plan assets over time

All Stokes Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 56.676623460723484% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.43M $11.6M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 107 $7M
2023 1 131 $9M
2024 1 148 $12M

Nearby 401(k) Plans in New Jersey

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

Stokes Healthcare, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Stokes Healthcare, Inc. 401(k) Plan, Total assets ($B): 0.009437266 · Participants: 131Stokes Healthcare, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Stokes Healthcare, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Stokes Healthcare, Inc. 401(k) Plan side-by-side with 3 peers →

Stokes Healthcare, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Modea Holdings, Inc 401(k) Plan in VA ($9M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Stokes Healthcare, Inc. 401(k) Plan assets move in 2023? ▼
Stokes Healthcare, Inc. 401(k) Plan grew sharply - up 27.1% during 2023, from $7M to $9M. Reported net income was $2M.
How have Stokes Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stokes Healthcare, Inc.'s sponsor-wide assets grew 56.7%, from $7M to $12M.
Which 401(k) plans are similar in size to Stokes Healthcare, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modea Holdings, Inc 401(k) Plan in VA ($9M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Stokes Healthcare, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 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 010578853.

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.