401(k) · DOL Form 5500 · 2023

Lionstone Care, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1,349
Participants Near avg headcount
28th
Percentile by assets National rank
$1,179
Avg per participant Low balance/head
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Official DOL plan name: Lionstone Care 401(k) Plan · Sponsored by Lionstone Care, LLC · Ohio · Healthcare & Social Assistance

$2M in assets, 1,349 participants

Lionstone Care, LLC's Lionstone Care 401(k) Plan reported $2M in total assets and 1,349 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,485 in Healthcare & Social Assistance (17,684 peers)

Lionstone Care, LLC multi-year trail

Lionstone Care, LLC's plans moved +152.6% in assets from 2022 to 2024; this filing shows Lionstone Care 401(k) Plan at $2M / 1,349 participants.

#4,485
in Healthcare & Social Assistance (17,684 peers)
+72.7%
assets growth YoY

Lionstone Care 401(k) Plan among the smaller filed plans by assets

Lionstone Care 401(k) Plan vs every filed plan by assets

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

$1,589,939 28th percentile higher than 28% 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

Lionstone Care 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. Lionstone Care 401(k) Plan lands in the large band (1,349 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lionstone Care 401(k) Plan reported net income rose from $350K in the plan year 2022 filing to $669K in the plan year 2023 filing.
  • Lionstone Care 401(k) Plan end-of-year assets rose from $920K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lionstone Care 401(k) Plan reported participants rose from 1,064 in the plan year 2022 filing to 1,349 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 824561652 · Lionstone Care, LLC PY 2023 · 401(k)

Lionstone Care 401(k) Plan · $2M · 1,349 · 28th

  • PHOTO $2M
  • IND 1,349
  • EOY 28th
  • 5500 401(k)
  • ASSETS near Enm, P.C. 401(k) Profit-Sharing Plan
  • PCT ind #4485

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 Ohio →

Lionstone Care 401(k) Plan in the asset neighbourhood

Lionstone Care 401(k) Plan$2MEnm, P.C. 401(k) Profit-Sharing PlanEnm, P.C. 401(k) Profit-Shar…$2MErie Technical Systems, Inc. 401 (K) PlanErie Technical Systems, Inc.…$2MPascal Metrics Inc. 401(k) PlanPascal Metrics Inc. 401(k) P…$2MCigniti Technologies, Inc. 401(k) Profit Sharing PlanCigniti Technologies, Inc. 4…$2M
End-of-year total assets ($M) among Lionstone Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lionstone Care, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lionstone Care, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 152.5653825721074% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.92M $2.32M ▲ +152.2%
Year Plans Participants Total Assets
2022 1 1,064 $920K
2023 1 1,349 $2M
2024 1 1,831 $2M

Lionstone Care, LLC filing trail (2023)

Total Assets (Beginning of Year)$920K
Net Assets (End of Year)$2M
Net Income$669K
Employer EIN824561652
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Lionstone Care 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Lionstone Care 401(k) Plan, Total assets ($B): 0.001589939 · Participants: 1349Lionstone Care 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Lionstone Care 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Lionstone Care 401(k) Plan side-by-side with 3 peers →

Lionstone Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Enm, P.C. 401(k) Profit-Sharing Plan in AL ($2M); by covered participants it is Dialamerica Marketing, Inc. 401(k) Savings Plan in NJ (1,349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,349 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 Lionstone Care 401(k) Plan assets move in 2023? ▼
Lionstone Care 401(k) Plan surged - up 72.7% during 2023, from $920K to $2M. Reported net income was $669K.
How have Lionstone Care, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lionstone Care, LLC's sponsor-wide assets grew 152.6%, from $920K to $2M.
Which 401(k) plans are similar in size to Lionstone Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enm, P.C. 401(k) Profit-Sharing Plan in AL ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Lionstone Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dialamerica Marketing, Inc. 401(k) Savings Plan in NJ (1,349 participants, $43M 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 824561652.

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.