401(k) · DOL Form 5500 · 2023

Lonestar II Management Company LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 175
Participants Small participant base: 46th
Percentile by assets National rank: $31,153
Avg per participant Low balance/head

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Official DOL plan name: Lonestar II Management Company LLC 401(k) Plan · Sponsored by Lonestar II Management Company LLC · New Jersey · Mining & Oil Extraction

$5M in assets, 175 participants

Lonestar II Management Company LLC's Lonestar II Management Company LLC 401(k) Plan reported $5M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

#199 in Mining & Oil Extraction (811 peers)

Coverage in New Jersey

Lonestar II Management Company LLC 401(k) Plan covers 175 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: $5M.

#199
in Mining & Oil Extraction (811 peers): -66.0%
assets change YoY

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lonestar II Management Company LLC 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Lonestar II Management Company LLC 401(k) Plan vs every filed plan by assets

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

$5,451,759 46th percentile higher than 46% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lonestar II Management Company LLC 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. Lonestar II Management Company LLC 401(k) Plan sits mid-pack in the medium band (175 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lonestar II Management Company LLC 401(k) Plan reported net income fell from $1M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
Lonestar II Management Company LLC 401(k) Plan end-of-year assets fell from $16M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Lonestar II Management Company LLC 401(k) Plan reported participants fell from 182 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 852496953 · Lonestar II Management Company LLC PY 2023 · 401(k)

Lonestar II Management Company LLC 401(k) Plan · $5M · 175 · 46th

5500 $5M
5500 175
5500 46th
5500 401(k)
5500 near Cogir Management USA, Inc. 401(k) Plan
5500 ind #199

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 Mining & Oil Extraction retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among Lonestar II Management Company LLC 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)	$16M
Net Assets (End of Year)	$5M
Net Income	-$11M
Employer EIN	852496953
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lonestar II Management Company LLC)

Latest sponsor-wide plan assets: $5M 66.0076014902198% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	182	$16M
2023	1	175	$5M

Nearby 401(k) Plans in New Jersey

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

Lonestar II Management Company LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Lonestar II Management Company LLC 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Cogir Management USA, Inc. 401(k) Plan in CA ($5M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Cogir Management USA, Inc. 401(k) Plan (CA) $5M · 1,474
Vuori 401(k) Plan (CA) $5M · 570
Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan (CA) $5M · 16
Powell-Watson Motors 401(k) Plan (TX) $5M · 150

Similar participant headcount

Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.

Uniseal 401(k) Plan (IN) 175 · 0 off
Lightspeed Systems 401(k) Profit Sharing Plan (TX) 175 · 0 off
Self Enhancement, Inc. 401(k) Plan (OR) 175 · 0 off
Lakeview Clinic Ltd, Retirement Savings Plan (MN) 175 · 0 off

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 Lonestar II Management Company LLC 401(k) Plan assets move in 2023? ▼

Lonestar II Management Company LLC 401(k) Plan contracted severely - down 66.0% during 2023, from $16M to $5M. Reported net income was -$11M.

How have Lonestar II Management Company LLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Lonestar II Management Company LLC's sponsor-wide assets declined 66.0%, from $16M to $5M.

Which 401(k) plans are similar in size to Lonestar II Management Company LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cogir Management USA, Inc. 401(k) Plan in CA ($5M, 1,474 participants).

Which 401(k) plans cover a similar participant headcount to Lonestar II Management Company LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 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 852496953.