401(k) · DOL Form 5500 · 2023

Sanstone Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
1,957
Participants Near avg headcount
50th
Percentile by assets National rank
$3,394
Avg per participant Low balance/head
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Official DOL plan name: Sanstone Management Company 401(k) Plan · Sponsored by Sanstone Management Company, LLC · North Carolina · Professional & Technical Services

$7M in assets, 1,957 participants

Sanstone Management Company, LLC's Sanstone Management Company 401(k) Plan reported $7M in total assets and 1,957 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,823 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Sanstone Management Company 401(k) Plan covers 1,957 participants in North Carolina, 2.4x the typical North Carolina plan (state average ~819 per filing). Assets: $7M.

#9,823
in Professional & Technical Services (20,321 peers)
+31.7%
assets growth YoY

Sanstone Management Company 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sanstone Management Company 401(k) Plan vs every filed plan by assets

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

$6,642,962 Top 50% higher than 50% 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

Sanstone Management Company 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sanstone Management Company 401(k) Plan lands in the large band (1,957 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sanstone Management Company 401(k) Plan reported net income rose from $57K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sanstone Management Company 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sanstone Management Company 401(k) Plan reported participants fell from 2,555 in the plan year 2022 filing to 1,957 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 851120070 · Sanstone Management Company, LLC PY 2023 · 401(k)

Sanstone Management Company 401(k) Plan · $7M · 1,957 · 50th

  • EIN $7M
  • RANK 1,957
  • PHOTO 50th
  • IND 401(k)
  • EOY near Chinigo, Leone & Maruzo, LLP 401(k) Profit Sharing Plan and Trust
  • 5500 ind #9823

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Sanstone Management Company 401(k) Plan in the asset neighbourhood

Sanstone Management Company 401(k) PlanSanstone Management Company …$7MChinigo, Leone & Maruzo, LLP 401(k) Profit Sharing Plan and TrustChinigo, Leone & Maruzo, LLP…$7MLand Title Company of Kitsap County 401(k) PlanLand Title Company of Kitsap…$7MArrow Senior Living Management, LLC 401(k) PlanArrow Senior Living Manageme…$7MMicro Lambda Wireless, Inc. 401(k) Savings PlanMicro Lambda Wireless, Inc. …$7M
End-of-year total assets ($M) among Sanstone Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN851120070
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sanstone Management Company, LLC)

Sponsor-wide plan assets over time

All Sanstone Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 72.3909543485185% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.04M $8.69M ▲ +72.4%
Year Plans Participants Total Assets
2022 1 2,555 $5M
2023 1 1,957 $7M
2024 1 1,929 $9M

Nearby 401(k) Plans in North Carolina

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

Sanstone Management Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sanstone Management Company 401(k) Plan, Total assets ($B): 0.006642962 · Participants: 1957Sanstone Management Company 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Sanstone Management Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sanstone Management Company 401(k) Plan side-by-side with 3 peers →

Sanstone Management Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Chinigo, Leone & Maruzo, LLP 401(k) Profit Sharing Plan and Trust in CT ($7M); by covered participants it is Nrsi 401(k) Plan in NV (1,957 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,957 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 Sanstone Management Company 401(k) Plan assets move in 2023? ▼
Sanstone Management Company 401(k) Plan surged - up 31.7% during 2023, from $5M to $7M. Reported net income was $2M.
How have Sanstone Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sanstone Management Company, LLC's sponsor-wide assets grew 72.4%, from $5M to $9M.
Which 401(k) plans are similar in size to Sanstone Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chinigo, Leone & Maruzo, LLP 401(k) Profit Sharing Plan and Trust in CT ($7M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Sanstone Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nrsi 401(k) Plan in NV (1,957 participants, $8M 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 851120070.

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.