401(k) · DOL Form 5500 · 2024

Sorella Stone, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
36th
Percentile by assets National rank
$187,193
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sorella Stone, LLC Retirement Plan · Sponsored by Sorella Stone, LLC · Louisiana · Manufacturing

$3M in assets, 18 participants

Sorella Stone, LLC's Sorella Stone, LLC Retirement Plan reported $3M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,367 in Manufacturing (17,777 peers)

Sorella Stone, LLC multi-year trail

Sorella Stone, LLC's plans moved +31.0% in assets from 2022 to 2024; this filing shows Sorella Stone, LLC Retirement Plan at $3M / 18 participants.

#3,367
in Manufacturing (17,777 peers)
+10.5%
assets growth YoY

Sorella Stone, LLC Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Sorella Stone, LLC Retirement Plan vs every filed plan by assets

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

$3,369,478 36th percentile higher than 36% 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

Sorella Stone, LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sorella Stone, LLC Retirement Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sorella Stone, LLC Retirement Plan reported net income fell from $477K in the plan year 2023 filing to $320K in the plan year 2024 filing.
  • Sorella Stone, LLC Retirement Plan reported participants rose from 16 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • Sorella Stone, LLC Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 721131843 · Sorella Stone, LLC PY 2024 · 401(k)

Sorella Stone, LLC Retirement Plan · $3M · 18 · 36th

  • TYPE $3M
  • NET 18
  • BOOK 36th
  • VS-ST 401(k)
  • BOY near Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan
  • SCH ind #3367

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 Manufacturing retirement plans → · Plans in Louisiana →

Sorella Stone, LLC Retirement Plan in the asset neighbourhood

Sorella Stone, LLC Retirement PlanSorella Stone, LLC Retiremen…$3MFrost & Conn, LLC Employees Profit Sharing and 401(k) PlanFrost & Conn, LLC Employees …$3MKrkln Inc. Retirement Plan$3MTextbook Warehouse 401(k) PlanTextbook Warehouse 401(k) Pl…$3MIcon Advisers, Inc. 401(k) PlanIcon Advisers, Inc. 401(k) P…$3M
End-of-year total assets ($M) among Sorella Stone, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sorella Stone, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sorella Stone, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.002170229674213% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.57M $3.37M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 16 $3M
2024 1 18 $3M

Sorella Stone, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$320K
Employer EIN721131843
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Sorella Stone, LLC Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Sorella Stone, LLC Retirement Plan, Total assets ($B): 0.003369478 · Participants: 18Sorella Stone, LLC Retirement PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Sorella Stone, LLC Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Sorella Stone, LLC Retirement Plan side-by-side with 3 peers →

Sorella Stone, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan in PA ($3M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Sorella Stone, LLC Retirement Plan assets move in 2024? ▼
Sorella Stone, LLC Retirement Plan grew at a solid clip - up 10.5% during 2024, from $3M to $3M. Reported net income was $320K.
How have Sorella Stone, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sorella Stone, LLC's sponsor-wide assets grew 31.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Sorella Stone, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan in PA ($3M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Sorella Stone, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 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 721131843.

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.