401(k) · DOL Form 5500 · 2024

Stone Hill Fiduciary Management, LLC 401(k) Plan

Data updated 2026-08-25

$686K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$343,135
Avg per participant High balance/head
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Official DOL plan name: Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing · Sponsored by Stone Hill Fiduciary Management, LLC · New York · Finance & Insurance

$686K in assets, 2 participants

Stone Hill Fiduciary Management, LLC's Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing reported $686K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #946 in Finance & Insurance (8,549 peers)

Stone Hill Fiduciary Management, LLC multi-year trail

Stone Hill Fiduciary Management, LLC's plans moved +66.3% in assets from 2022 to 2024; this filing shows Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing at $686K / 2 participants.

#946
in Finance & Insurance (8,549 peers)
+27.7%
assets growth YoY

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing among the smaller filed plans by assets

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$686,269 20th percentile higher than 20% of 123,620 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 2024

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing end-of-year assets rose from $537K in the plan year 2023 filing to $686K in the plan year 2024 filing.
  • Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing reported net income rose from $125K in the plan year 2023 filing to $149K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 455608425 · Stone Hill Fiduciary Management, LLC PY 2024 · 401(k)

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing · $686K · 2 · 20th

  • VS-ST $686K
  • BOY 2
  • SCH 20th
  • EBSA 401(k)
  • PART near Cheney Real Estate Management Inc 401(k) Profit Sharing Plan and Trust
  • TYPE ind #946

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 Finance & Insurance retirement plans → · Plans in New York →

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing in the asset neighbourhood

Stone Hill Fiduciary Management, LLC 401(k) Profit SharingStone Hill Fiduciary Managem…$686KCheney Real Estate Management Inc 401(k) Profit Sharing Plan and TrustCheney Real Estate Managemen…$686KChoices Wholesale Flooring Solutions Inc 401(k) PlanChoices Wholesale Flooring S…$686KMls Direct Network Inc 401(k) Profit Sharing Plan & TrustMls Direct Network Inc 401(k…$686KFred Joseph's, Inc. 401(k) Profit Sharing PlanFred Joseph's, Inc. 401(k) P…$686K
End-of-year total assets ($M) among Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stone Hill Fiduciary Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stone Hill Fiduciary Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$686K 66.33437069784577% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.41M $0.69M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 3 $413K
2023 1 3 $537K
2024 1 2 $686K

Stone Hill Fiduciary Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$537K
Net Assets (End of Year)$686K
Net Income$149K
Employer EIN455608425
Plan Effective Date2012-07-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing, Total assets ($B): 0.000686269 · Participants: 2Stone Hill Fiduciary Management, LLC 401(k) Profit SharingIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing vs. nearby 401(k) plans in New York, assets vs. participants
Compare Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing side-by-side with 3 peers →

Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cheney Real Estate Management Inc 401(k) Profit Sharing Plan and Trust in WA ($686K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing assets move in 2024? ▼
Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing grew sharply - up 27.7% during 2024, from $537K to $686K. Reported net income was $149K.
How have Stone Hill Fiduciary Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stone Hill Fiduciary Management, LLC's sponsor-wide assets grew 66.3%, from $413K to $686K.
Where does Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing rank by assets among Form 5500 filers? ▼
Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Cheney Real Estate Management Inc 401(k) Profit Sharing Plan and Trust in WA ($686K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Stone Hill Fiduciary Management, LLC 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455608425.

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.