401(k) · DOL Form 5500 · 2023

Stonetown Capital Group LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
304
Participants Below avg headcount
48th
Percentile by assets National rank
$19,413
Avg per participant Low balance/head
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Official DOL plan name: Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Stonetown Capital Group LLC · Colorado · Real Estate

$6M in assets, 304 participants

Stonetown Capital Group LLC's Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,164 in Real Estate (4,727 peers)

Stonetown Capital Group LLC multi-year trail

Stonetown Capital Group LLC's plans moved +76.9% in assets from 2022 to 2024; this filing shows Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust at $6M / 304 participants.

#3,164
in Real Estate (4,727 peers)
+38.5%
assets growth YoY

Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,901,645 48th percentile higher than 48% 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

Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust 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. Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $285K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 226 in the plan year 2022 filing to 304 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452353219 · Stonetown Capital Group LLC PY 2023 · 401(k)

Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust · $6M · 304 · 48th

  • BOOK $6M
  • BOOK 304
  • BOOK 48th
  • BOOK 401(k)
  • BOOK near Fastco Industries, Inc. 401(k) Plan
  • BOOK ind #3164

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 Real Estate retirement plans → · Plans in Colorado →

Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Stonetown Capital Group LLC 401(k) Profit Sharing Plan & TrustStonetown Capital Group LLC …$6MFastco Industries, Inc. 401(k) PlanFastco Industries, Inc. 401(…$6MKit Masters & Swan Machine 401(k) Profit Sharing PlanKit Masters & Swan Machine 4…$6MHumane Rescue Alliance 401(k) PlanHumane Rescue Alliance 401(k…$6MThe Childrens Center for Developmental Enrichment (Ccde)/Oakstone Academy 401(k) PlanThe Childrens Center for Dev…$6M
End-of-year total assets ($M) among Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stonetown Capital Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stonetown Capital Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 76.90686850714532% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.26M $7.54M ▲ +77.0%
Year Plans Participants Total Assets
2022 1 226 $4M
2023 1 304 $6M
2024 1 306 $8M

Stonetown Capital Group LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN452353219
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005901645 · Participants: 304Stonetown Capital Group LLC 401(k) Profit Sharing Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Fastco Industries, Inc. 401(k) Plan in MI ($6M); by covered participants it is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust surged - up 38.5% during 2023, from $4M to $6M. Reported net income was $2M.
How have Stonetown Capital Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonetown Capital Group LLC's sponsor-wide assets grew 76.9%, from $4M to $8M.
Which 401(k) plans are similar in size to Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fastco Industries, Inc. 401(k) Plan in MI ($6M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Stonetown Capital Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 participants, $27M 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 452353219.

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.