401(k) · DOL Form 5500 · 2024
Stonebridge Condominiums 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $144,124
- Avg per participant Near avg balance/head
Official DOL plan name: Stonebridge Condominium 401(k) Retirement Savings Plan · Sponsored by Stonebridge Condominiums · Colorado · Real Estate
$1M in assets, 8 participants
Stonebridge Condominiums's Stonebridge Condominium 401(k) Retirement Savings Plan reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #1,910 in Real Estate (4,605 peers)
2024 asset change
Stonebridge Condominium 401(k) Retirement Savings Plan pulled back noticeably 14.9% in 2024 ($1M → $1M) for 8 participants.
- #1,910
- in Real Estate (4,605 peers)
- -14.9%
- assets change YoY
The plan reported a net loss of $202K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stonebridge Condominium 401(k) Retirement Savings Plan among the smaller filed plans by assets
Stonebridge Condominium 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,152,995 24th percentile higher than 24% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stonebridge Condominium 401(k) Retirement Savings Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stonebridge Condominium 401(k) Retirement Savings Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stonebridge Condominium 401(k) Retirement Savings Plan reported net income fell from $89K in the plan year 2023 filing to -$202K in the plan year 2024 filing.
- Stonebridge Condominium 401(k) Retirement Savings Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 840603538 · Stonebridge Condominiums PY 2024 · 401(k)
Stonebridge Condominium 401(k) Retirement Savings Plan · $1M · 8 · 24th
- NET $1M
- NET 8
- NET 24th
- NET 401(k)
- NET near Kenneth F Fat Dds Inc Employee Profit Sharing Plan
- NET ind #1910
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 Real Estate retirement plans → · Plans in Colorado →
Stonebridge Condominium 401(k) Retirement Savings Plan in the asset neighbourhood
Stonebridge Condominiums years around the 2024 move
Sponsor-wide plan assets over time
All Stonebridge Condominiums plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 8.933410525700557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $1M |
| 2023 | 1 | 8 | $1M |
| 2024 | 1 | 8 | $1M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$202K |
| Employer EIN | 840603538 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Stonebridge Condominium 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Kenneth F Fat Dds Inc Employee Profit Sharing Plan in CA ($1M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.