401(k) · DOL Form 5500 · 2024

Stoneturn Group, LLP 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
140
Participants Small participant base
83rd
Percentile by assets National rank
$332,321
Avg per participant High balance/head
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Official DOL plan name: Stoneturn Group, LLP 401(k) Plan · Sponsored by Stoneturn Group, LLP · Massachusetts · Professional & Technical Services

$47M in assets, 140 participants

Stoneturn Group, LLP's Stoneturn Group, LLP 401(k) Plan reported $47M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,946 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Stoneturn Group, LLP 401(k) Plan covers 140 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $47M.

#16,946
in Professional & Technical Services (20,173 peers)
+21.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Stoneturn Group, LLP 401(k) Plan's outsized position by total assets

Stoneturn Group, LLP 401(k) Plan vs every filed plan by assets

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

$46,524,914 Top 17% higher than 83% 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

Stoneturn Group, LLP 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. Stoneturn Group, LLP 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stoneturn Group, LLP 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Stoneturn Group, LLP 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Stoneturn Group, LLP 401(k) Plan reported participants fell from 144 in the plan year 2023 filing to 140 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200892304 · Stoneturn Group, LLP PY 2024 · 401(k)

Stoneturn Group, LLP 401(k) Plan · $47M · 140 · 83rd

  • EBSA $47M
  • EBSA 140
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near Ccs Medical 401(k) Plan
  • EBSA ind #16946

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 Massachusetts →

Stoneturn Group, LLP 401(k) Plan in the asset neighbourhood

Georgia United Credit Union 401(k) Plan and TrustGeorgia United Credit Union …$47MStoneturn Group, LLP 401(k) PlanStoneturn Group, LLP 401(k) …$47MCcs Medical 401(k) Plan$47MOrthoatlanta 401(k) Profit Sharing PlanOrthoatlanta 401(k) Profit S…$47MThe Rasmussen Group, Inc. 401(k) Retirement PlanThe Rasmussen Group, Inc. 40…$47M
End-of-year total assets ($M) among Stoneturn Group, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$47M
Net Income$8M
Employer EIN200892304
Plan Effective Date2004-07-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoneturn Group, LLP)

Sponsor-wide plan assets over time

All Stoneturn Group, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$47M 63.9491604078379% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $28.4M $46.5M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 145 $28M
2023 1 144 $38M
2024 1 140 $47M

Nearby 401(k) Plans in Massachusetts

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

Stoneturn Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Stoneturn Group, LLP 401(k) Plan, Total assets ($B): 0.046524914 · Participants: 140Stoneturn Group, LLP 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Stoneturn Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Stoneturn Group, LLP 401(k) Plan side-by-side with 3 peers →

Stoneturn Group, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ccs Medical 401(k) Plan in TX ($47M); by covered participants it is Kuehl Enterprises, LLC 401(k) Retirement Plan in KS (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Stoneturn Group, LLP 401(k) Plan assets move in 2024? ▼
Stoneturn Group, LLP 401(k) Plan grew sharply - up 21.8% during 2024, from $38M to $47M. Reported net income was $8M.
How have Stoneturn Group, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoneturn Group, LLP's sponsor-wide assets grew 63.9%, from $28M to $47M.
Where does Stoneturn Group, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Stoneturn Group, LLP 401(k) Plan ranks in the 83rd 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 Stoneturn Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ccs Medical 401(k) Plan in TX ($47M, 1,060 participants).
Which 401(k) plans cover a similar participant headcount to Stoneturn Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kuehl Enterprises, LLC 401(k) Retirement Plan in KS (140 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200892304.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.