401(k) · DOL Form 5500 · 2023

Stoneridge Retirement Living Communities 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
296
Participants Below avg headcount
63rd
Percentile by assets National rank
$41,103
Avg per participant Low balance/head
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Official DOL plan name: Stoneridge Retirement Living Communities 401(k) Plan · Sponsored by Stoneridge Retirement Living Communities · Pennsylvania · Healthcare & Social Assistance

$12M in assets, 296 participants

Stoneridge Retirement Living Communities's Stoneridge Retirement Living Communities 401(k) Plan reported $12M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,076 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Stoneridge Retirement Living Communities 401(k) Plan covers 296 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#12,076
in Healthcare & Social Assistance (17,684 peers)
+11.7%
assets growth YoY

Stoneridge Retirement Living Communities 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stoneridge Retirement Living Communities 401(k) Plan vs every filed plan by assets

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

$12,166,518 Top 37% higher than 63% 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

Stoneridge Retirement Living Communities 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. Stoneridge Retirement Living Communities 401(k) Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stoneridge Retirement Living Communities 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stoneridge Retirement Living Communities 401(k) Plan reported participants fell from 347 in the plan year 2022 filing to 296 in the plan year 2023 filing.
  • Stoneridge Retirement Living Communities 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208424515 · Stoneridge Retirement Living Communities PY 2023 · 401(k)

Stoneridge Retirement Living Communities 401(k) Plan · $12M · 296 · 63rd

  • EBSA $12M
  • PART 296
  • TYPE 63rd
  • NET 401(k)
  • BOOK near Lock Joint Tube LLC Hourly Union Employees' 401(k) Plan and Trust
  • VS-ST ind #12076

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Stoneridge Retirement Living Communities 401(k) Plan in the asset neighbourhood

Stoneridge Retirement Living Communities 401(k) PlanStoneridge Retirement Living…$12MLock Joint Tube LLC Hourly Union Employees' 401(k) Plan and TrustLock Joint Tube LLC Hourly U…$12MSouthern Copper & Supply Co, Inc 401(k) Profit Sharing PlanSouthern Copper & Supply Co,…$12MGeorgia Dermatology & Skin Cancer Center, LLC 401(k) Profit Sharing PlanGeorgia Dermatology & Skin C…$12MBesse Forest Products Group 401(k) Retirement Savings PlanBesse Forest Products Group …$12M
End-of-year total assets ($M) among Stoneridge Retirement Living Communities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN208424515
Plan Effective Date2005-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoneridge Retirement Living Communities)

Sponsor-wide plan assets over time

All Stoneridge Retirement Living Communities plans reported in each filing year

Latest sponsor-wide plan assets
$13M 19.700824939600736% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.9M $13M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 347 $11M
2023 1 296 $12M
2024 1 286 $13M

Nearby 401(k) Plans in Pennsylvania

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

Stoneridge Retirement Living Communities 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Stoneridge Retirement Living Communities 401(k) Plan, Total assets ($B): 0.012166518 · Participants: 296Stoneridge Retirement Living Communities 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Stoneridge Retirement Living Communities 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Stoneridge Retirement Living Communities 401(k) Plan side-by-side with 3 peers →

Stoneridge Retirement Living Communities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lock Joint Tube LLC Hourly Union Employees' 401(k) Plan and Trust in IN ($12M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Stoneridge Retirement Living Communities 401(k) Plan assets move in 2023? ▼
Stoneridge Retirement Living Communities 401(k) Plan grew at a solid clip - up 11.7% during 2023, from $11M to $12M. Reported net income was $1M.
How have Stoneridge Retirement Living Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoneridge Retirement Living Communities's sponsor-wide assets grew 19.7%, from $11M to $13M.
Which 401(k) plans are similar in size to Stoneridge Retirement Living Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lock Joint Tube LLC Hourly Union Employees' 401(k) Plan and Trust in IN ($12M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Stoneridge Retirement Living Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants, $15M 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 208424515.

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.