401(k) · DOL Form 5500 · 2023

Stonemor, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
1,895
Participants Near avg headcount
81st
Percentile by assets National rank
$18,468
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stonemor Retirement and Savings Plan · Sponsored by Stonemor, Inc. · Florida · Retail Trade

$35M in assets, 1,895 participants

Stonemor, Inc.'s Stonemor Retirement and Savings Plan reported $35M in total assets and 1,895 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,505 in Retail Trade (8,414 peers)

Coverage in Florida

Stonemor Retirement and Savings Plan covers 1,895 participants in Florida, 3.0x the typical Florida plan (state average ~628 per filing). Assets: $35M.

#7,505
in Retail Trade (8,414 peers)
+4.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Stonemor Retirement and Savings Plan's outsized position by total assets

Stonemor Retirement and Savings Plan vs every filed plan by assets

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

$34,996,371 Top 19% higher than 81% 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

Stonemor Retirement and Savings 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. Stonemor Retirement and Savings Plan lands in the large band (1,895 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stonemor Retirement and Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stonemor Retirement and Savings Plan reported participants rose from 1,678 in the plan year 2022 filing to 1,895 in the plan year 2023 filing.
  • Stonemor Retirement and Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800103152 · Stonemor, Inc. PY 2023 · 401(k)

Stonemor Retirement and Savings Plan · $35M · 1,895 · 81st

  • 5500 $35M
  • 5500 1,895
  • 5500 81st
  • 5500 401(k)
  • 5500 near Dental365 401(k) Plan
  • 5500 ind #7505

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 Retail Trade retirement plans → · Plans in Florida →

Stonemor Retirement and Savings Plan in the asset neighbourhood

Stonemor Retirement and Savings PlanStonemor Retirement and Savi…$35MDental365 401(k) Plan$35MWalter & Haverfield LLP Profit Sharing Retirement PlanWalter & Haverfield LLP Prof…$35MWhittier Employee Resources Inc. 401(k) PlanWhittier Employee Resources …$35MDenali Universal Services 401(k) Retirement PlanDenali Universal Services 40…$35M
End-of-year total assets ($M) among Stonemor Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$35M
Net Income$1M
Employer EIN800103152
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonemor, Inc.)

Sponsor-wide plan assets over time

All Stonemor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 2.5955207925196704% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $38.8M $39.8M ▲ +2.6%
Year Plans Participants Total Assets
2022 2 1,735 $39M
2023 1 1,895 $35M
2024 1 1,942 $40M

Nearby 401(k) Plans in Florida

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

Stonemor Retirement and Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Stonemor Retirement and Savings Plan, Total assets ($B): 0.034996371 · Participants: 1895Stonemor Retirement and Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Stonemor Retirement and Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Stonemor Retirement and Savings Plan side-by-side with 3 peers →

Stonemor Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dental365 401(k) Plan in NY ($35M); by covered participants it is Zenimax 401(k) Savings Plan in MD (1,895 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,895 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 Stonemor Retirement and Savings Plan assets move in 2023? ▼
Stonemor Retirement and Savings Plan edged up modestly - up 4.2% during 2023, from $34M to $35M. Reported net income was $1M.
How have Stonemor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonemor, Inc.'s sponsor-wide assets grew 2.6%, from $39M to $40M.
Where does Stonemor Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Stonemor Retirement and Savings Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stonemor Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dental365 401(k) Plan in NY ($35M, 1,234 participants).
Which 401(k) plans cover a similar participant headcount to Stonemor Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zenimax 401(k) Savings Plan in MD (1,895 participants, $224M 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 800103152.

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.