Profit Sharing · DOL Form 5500 · 2024

Stone Capital Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 1
Participants Small participant base: 26th
Percentile by assets National rank: $1.4M
Avg per participant High balance/head

Official DOL plan name: Stone Capital Investments Inc. Retirement Plan · Sponsored by Stone Capital Investments Inc. · Texas · Food Services & Accommodation

$1M in assets, 1 participants

Stone Capital Investments Inc.'s Stone Capital Investments Inc. Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#2,243 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Stone Capital Investments Inc. Retirement Plan ranks #2,243 of 3,672 2024 filers by assets (1404% of the sector average)-$1M for 1 participant.

#2,243
in Food Services & Accommodation (3,672 peers): $1M
reported net income

Stone Capital Investments Inc. Retirement Plan among the smaller filed plans by assets

Stone Capital Investments Inc. Retirement Plan vs every filed plan by assets

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

$1,393,817 26th percentile higher than 26% 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

Stone Capital Investments Inc. Retirement 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. Stone Capital Investments Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 331281334 · Stone Capital Investments Inc. PY 2024 · Profit Sharing

Stone Capital Investments Inc. Retirement Plan · $1M · 1 · 26th

PCT $1M
PCT 1
PCT 26th
PCT Profit Sharing
PCT near Ophthalmology Practice Profit Sharing Retirement Plan
PCT ind #2243

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 Food Services & Accommodation retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Stone Capital Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$1M
Net Income	$1M
Employer EIN	331281334
Plan Effective Date	2024-11-06
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stone Capital Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Baylor College of Medicine Retirement Plan $2.0B · 10,721
H-E-B Partner Stock Plan $1.6B · 103,962
The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069

Compare Stone Capital Investments Inc. Retirement Plan side-by-side with 3 peers →

Stone Capital Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Ophthalmology Practice Profit Sharing Retirement Plan in PR ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Ophthalmology Practice Profit Sharing Retirement Plan (PR) $1M · 6
S & N Funeral Home Simplified Psp (FL) $1M · 7
Ryan Grocery Profit Sharing Plan (MT) $1M · 16
Mark D Sikes Interiors Inc Profit Sharing Plan (CA) $1M · 16

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Gerald L. Bowen, P.C. Profit Sharing Plan (PA) 1 · 0 off
Sorensen & Edwards, P.S. (WA) 1 · 0 off
Sun Services Incorporated Retirement Plan (MA) 1 · 0 off
Agile Funding & Investments, Inc. Retirement Plan (VA) 1 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which Profit Sharing plans are similar in size to Stone Capital Investments Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Ophthalmology Practice Profit Sharing Retirement Plan in PR ($1M, 6 participants).

Which Profit Sharing plans cover a similar participant headcount to Stone Capital Investments Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 331281334.