401(k) · DOL Form 5500 · 2024
Stonehedge Funding, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $684,547
- Avg per participant High balance/head
Official DOL plan name: Stonehedge Funding, LLC 401(k) Plan · Sponsored by Stonehedge Funding, LLC · Pennsylvania · Finance & Insurance
$4M in assets, 6 participants
Stonehedge Funding, LLC's Stonehedge Funding, LLC 401(k) Plan reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #2,196 in Finance & Insurance (8,549 peers)
Stonehedge Funding, LLC multi-year trail
Stonehedge Funding, LLC's plans moved +17.7% in assets from 2022 to 2024; this filing shows Stonehedge Funding, LLC 401(k) Plan at $4M / 6 participants.
- #2,196
- in Finance & Insurance (8,549 peers)
- +9.2%
- assets growth YoY
Stonehedge Funding, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Stonehedge Funding, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,107,283 39th percentile higher than 39% 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
Stonehedge Funding, LLC 401(k) 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. Stonehedge Funding, LLC 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stonehedge Funding, LLC 401(k) Plan reported net income rose from $272K in the plan year 2023 filing to $347K in the plan year 2024 filing.
- Stonehedge Funding, LLC 401(k) Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Stonehedge Funding, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 232990950 · Stonehedge Funding, LLC PY 2024 · 401(k)
Stonehedge Funding, LLC 401(k) Plan · $4M · 6 · 39th
- VS-ST $4M
- BOY 6
- SCH 39th
- EBSA 401(k)
- PART near Ats Drilling Employees 401(k) Plan
- TYPE ind #2196
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 Pennsylvania →
Stonehedge Funding, LLC 401(k) Plan in the asset neighbourhood
Stonehedge Funding, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Stonehedge Funding, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 17.749879448715102% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $3M |
| 2023 | 1 | 7 | $4M |
| 2024 | 1 | 6 | $4M |
Stonehedge Funding, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $347K |
| Employer EIN | 232990950 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Stonehedge Funding, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Ats Drilling Employees 401(k) Plan in TX ($4M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.