401(k) · DOL Form 5500 · 2024
Stonehenge of Orem LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 303
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $16,925
- Avg per participant Low balance/head
Official DOL plan name: Stonehenge 401(k) Plan · Sponsored by Stonehenge of Orem LLC · Utah · Healthcare & Social Assistance
$5M in assets, 303 participants
Stonehenge of Orem LLC's Stonehenge 401(k) Plan reported $5M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,713 in Healthcare & Social Assistance (16,916 peers)
Stonehenge of Orem LLC multi-year trail
Stonehenge of Orem LLC's plans moved +17.8% in assets from 2022 to 2024; this filing shows Stonehenge 401(k) Plan at $5M / 303 participants.
- #7,713
- in Healthcare & Social Assistance (16,916 peers)
- +5.0%
- assets growth YoY
Stonehenge 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Stonehenge 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,128,236 42nd percentile higher than 42% 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
Stonehenge 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stonehenge 401(k) Plan sits mid-pack in the medium band (303 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stonehenge 401(k) Plan reported net income fell from $529K in the plan year 2023 filing to $245K in the plan year 2024 filing.
- Stonehenge 401(k) Plan reported participants fell from 333 in the plan year 2023 filing to 303 in the plan year 2024 filing.
- Stonehenge 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 261325556 · Stonehenge of Orem LLC PY 2024 · 401(k)
Stonehenge 401(k) Plan · $5M · 303 · 42nd
- VS-ST $5M
- BOY 303
- SCH 42nd
- EBSA 401(k)
- PART near Rbm Services 401(k) Retirement Plan
- TYPE ind #7713
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 Healthcare & Social Assistance retirement plans → · Plans in Utah →
Stonehenge 401(k) Plan in the asset neighbourhood
Stonehenge of Orem LLC multi-year asset trail
Sponsor-wide plan assets over time
All Stonehenge of Orem LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 17.767679495588048% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 316 | $4M |
| 2023 | 1 | 333 | $5M |
| 2024 | 1 | 303 | $5M |
Stonehenge of Orem LLC filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $245K |
| Employer EIN | 261325556 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Stonehenge 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Rbm Services 401(k) Retirement Plan in TN ($5M); by covered participants it is New Horizon Counseling Center, Inc. 401(k) Profit Sharing Plan in NY (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.
- New Horizon Counseling Center, Inc. 401(k) Profit Sharing Plan (NY) 303 · 0 off
- The Bradley Center Employee Retirement Savings Plan (PA) 303 · 0 off
- Verinext Corp. 401(k) Retirement Plan (PA) 303 · 0 off
- Bemobile, Inc. 401(k) Plan (ND) 303 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.