401(k) · DOL Form 5500 · 2024

Stone Coast Fund Services LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
222
Participants Below avg headcount
79th
Percentile by assets National rank
$146,762
Avg per participant Above avg balance/head
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Official DOL plan name: Stone Coast Fund Services LLC 401(k) Plan · Sponsored by Stone Coast Fund Services LLC · Maine · Professional & Technical Services

$33M in assets, 222 participants

Stone Coast Fund Services LLC's Stone Coast Fund Services LLC 401(k) Plan reported $33M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #15,893 in Professional & Technical Services (20,173 peers)

Coverage in Maine

Stone Coast Fund Services LLC 401(k) Plan covers 222 participants in Maine, about 47% of the average Maine filer (state average ~472 per filing). Assets: $33M.

#15,893
in Professional & Technical Services (20,173 peers)
+20.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Stone Coast Fund Services LLC 401(k) Plan's outsized position by total assets

Stone Coast Fund Services LLC 401(k) Plan vs every filed plan by assets

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

$32,581,202 Top 21% higher than 79% 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

Stone Coast Fund Services LLC 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. Stone Coast Fund Services LLC 401(k) Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stone Coast Fund Services LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Stone Coast Fund Services LLC 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 061781234 · Stone Coast Fund Services LLC PY 2024 · 401(k)

Stone Coast Fund Services LLC 401(k) Plan · $33M · 222 · 79th

  • RANK $33M
  • RANK 222
  • RANK 79th
  • RANK 401(k)
  • RANK near Corsa Coal Napp Division 401(k) Retirement Savings Plan
  • RANK ind #15893

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 Professional & Technical Services retirement plans → · Plans in Maine →

Stone Coast Fund Services LLC 401(k) Plan in the asset neighbourhood

Stone Coast Fund Services LLC 401(k) PlanStone Coast Fund Services LL…$33MCorsa Coal Napp Division 401(k) Retirement Savings PlanCorsa Coal Napp Division 401…$33MTti 401(k) Plan$33MJim's Formal Wear Inc 401(k) Profit Sharing PlanJim's Formal Wear Inc 401(k)…$33MMid-Hudson Valley Federal Credit Union 401(k) PlanMid-Hudson Valley Federal Cr…$33M
End-of-year total assets ($M) among Stone Coast Fund Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN061781234
Plan Effective Date2009-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stone Coast Fund Services LLC)

Sponsor-wide plan assets over time

All Stone Coast Fund Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 59.248003730312846% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $32.6M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 213 $20M
2023 1 220 $27M
2024 1 222 $33M

Nearby 401(k) Plans in Maine

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

Stone Coast Fund Services LLC 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Stone Coast Fund Services LLC 401(k) Plan, Total assets ($B): 0.032581202 · Participants: 222Stone Coast Fund Services LLC 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Stone Coast Fund Services LLC 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants

Stone Coast Fund Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Corsa Coal Napp Division 401(k) Retirement Savings Plan in PA ($33M); by covered participants it is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Stone Coast Fund Services LLC 401(k) Plan assets move in 2024?
Stone Coast Fund Services LLC 401(k) Plan grew sharply - up 20.5% during 2024, from $27M to $33M. Reported net income was $6M.
How have Stone Coast Fund Services LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Stone Coast Fund Services LLC's sponsor-wide assets grew 59.2%, from $20M to $33M.
Where does Stone Coast Fund Services LLC 401(k) Plan rank by assets among Form 5500 filers?
Stone Coast Fund Services LLC 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stone Coast Fund Services LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Corsa Coal Napp Division 401(k) Retirement Savings Plan in PA ($33M, 406 participants).
Which 401(k) plans cover a similar participant headcount to Stone Coast Fund Services LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants, $17M in assets).