Profit Sharing · DOL Form 5500 · 2023

Board of Trustees, Stone & Marble Masons of Metro Wash D.C. Annuity Fu Profit Sharing Plan

Data updated 2026-08-25

$516K
Total assets Small plan by assets
271
Participants Below avg headcount
18th
Percentile by assets National rank
$1,905
Avg per participant Low balance/head
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Official DOL plan name: Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund · Sponsored by Board of Trustees, Stone & Marble Masons of Metro Wash D.C. Annuity Fu · Maryland · Construction

$516K in assets, 271 participants

Board of Trustees, Stone & Marble Masons of Metro Wash D.C. Annuity Fu's Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund reported $516K in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,492 in Construction (9,030 peers)

Coverage in Maryland

Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund covers 271 participants in Maryland, about 29% of the average Maryland filer (state average ~929 per filing). Assets: $516K.

#1,492
in Construction (9,030 peers)
+126.7%
assets growth YoY

Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund among the smaller filed plans by assets

Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund vs every filed plan by assets

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

$516,142 18th percentile higher than 18% 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

Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund 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. Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund end-of-year assets rose from $228K in the plan year 2022 filing to $516K in the plan year 2023 filing.
  • Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund reported net income rose from $130K in the plan year 2022 filing to $230K in the plan year 2023 filing.
  • Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund reported participants rose from 234 in the plan year 2022 filing to 271 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 526117940 · Board of Trustees, Stone & Marble Masons of Metro Wash D.C. Annuity Fu PY 2023 · Profit Sharing

Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund · $516K · 271 · 18th

  • PCT $516K
  • EIN 271
  • RANK 18th
  • PHOTO Profit Sharing
  • IND near Grudle, Inc. Retirement Plan
  • EOY ind #1492

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 Construction retirement plans → · Plans in Maryland →

Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund in the asset neighbourhood

Stone and Marble Masons of Metropolitan Washington D.C. Annuity FundStone and Marble Masons of M…$516KGrudle, Inc. Retirement Plan$516KDilka I. Gonzalez Ortiz Retirement PlanDilka I. Gonzalez Ortiz Reti…$516KGolden Years Retirement Plan & TrustGolden Years Retirement Plan…$515KJjklm, Inc. Profit Sharing PlanJjklm, Inc. Profit Sharing P…$517K
End-of-year total assets ($M) among Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$228K
Net Assets (End of Year)$401K
Net Income$230K
Employer EIN526117940
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Stone & Marble Masons of Metro Wash D.C. Annuity Fu)

Sponsor-wide plan assets over time

All Board of Trustees, Stone & Marble Masons of Metro Wash D.C. Annuity Fu plans reported in each filing year

Latest sponsor-wide plan assets
$75M 11.896530909650803% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $66.6M $74.6M ▲ +11.9%
Year Plans Participants Total Assets
2022 2 467 $67M
2023 2 504 $70M
2024 2 538 $75M

Nearby Profit Sharing Plans in Maryland

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund, Total assets ($B): 0.000516142 · Participants: 271Stone and Marble Masons of Metropolitan Washington D.C. Annuity FundSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund vs. nearby Profit Sharing plans in Maryland, assets vs. participants

Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Grudle, Inc. Retirement Plan in FL ($516K); by covered participants it is Dorado Beach Golf Management Retirement Plan in PR (271 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($516K here).

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund assets move in 2023?
Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund surged - up 126.7% during 2023, from $228K to $516K. Reported net income was $230K.
How have Board of Trustees, Stone & Marble Masons of Metro Wash D.C. Annuity Fu plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, Stone & Marble Masons of Metro Wash D.C. Annuity Fu's sponsor-wide assets grew 11.9%, from $67M to $75M.
Where does Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund rank by assets among Form 5500 filers?
Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund?
Among Profit Sharing plans in other states, the closest by assets is Grudle, Inc. Retirement Plan in FL ($516K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Stone and Marble Masons of Metropolitan Washington D.C. Annuity Fund?
Among Profit Sharing plans in other states, the closest by covered participants is Dorado Beach Golf Management Retirement Plan in PR (271 participants, $2M in assets).