Profit Sharing · DOL Form 5500 · 2024

Board of Trustees of Stone Setters Profit Sharing Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
126
Participants Small participant base
75th
Percentile by assets National rank
$205,833
Avg per participant Above avg balance/head
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Official DOL plan name: Stone Setters Annuity Fund Local 84 · Sponsored by Board of Trustees of Stone Setters · New York · Construction

$26M in assets, 126 participants

Board of Trustees of Stone Setters's Stone Setters Annuity Fund Local 84 reported $26M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,652 in Construction (9,039 peers)

Coverage in New York

Stone Setters Annuity Fund Local 84 covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $26M.

#6,652
in Construction (9,039 peers)
-4.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stone Setters Annuity Fund Local 84's outsized position by total assets

Stone Setters Annuity Fund Local 84 vs every filed plan by assets

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

$25,935,007 Top 25% higher than 75% 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 Setters Annuity Fund Local 84 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 Setters Annuity Fund Local 84 sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stone Setters Annuity Fund Local 84 reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Stone Setters Annuity Fund Local 84 end-of-year assets fell from $27M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Stone Setters Annuity Fund Local 84 reported participants fell from 128 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 136121379 · Board of Trustees of Stone Setters PY 2024 · Profit Sharing

Stone Setters Annuity Fund Local 84 · $26M · 126 · 75th

  • EBSA $26M
  • PART 126
  • TYPE 75th
  • NET Profit Sharing
  • BOOK near Riverview Healthcare Association Tax Deferred Annuity Plan
  • VS-ST ind #6652

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 Construction retirement plans → · Plans in New York →

Stone Setters Annuity Fund Local 84 in the asset neighbourhood

The Lakes Community Health Center, Inc. 403(b) PlanThe Lakes Community Health C…$26MStone Setters Annuity Fund Local 84Stone Setters Annuity Fund L…$26MRiverview Healthcare Association Tax Deferred Annuity PlanRiverview Healthcare Associa…$26MSutter Instrument Company Retirement PlanSutter Instrument Company Re…$26MSiam 403(b)$26M
End-of-year total assets ($M) among Stone Setters Annuity Fund Local 84 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$1M
Employer EIN136121379
Plan Effective Date1959-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Stone Setters)

Sponsor-wide plan assets over time

All Board of Trustees of Stone Setters plans reported in each filing year

Latest sponsor-wide plan assets
$66M 10.828364608604973% vs 2022
2024 filing year
$58M$60M$62M$64M$66M$68M 202220232024 $59.9M $66.4M ▲ +10.8%
Year Plans Participants Total Assets
2022 2 268 $60M
2023 2 234 $64M
2024 2 231 $66M

Nearby Profit Sharing Plans in New York

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

Stone Setters Annuity Fund Local 84 vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Stone Setters Annuity Fund Local 84, Total assets ($B): 0.025935007 · Participants: 126Stone Setters Annuity Fund Local 84Annuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Stone Setters Annuity Fund Local 84 vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Stone Setters Annuity Fund Local 84 side-by-side with 3 peers →

Stone Setters Annuity Fund Local 84's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Riverview Healthcare Association Tax Deferred Annuity Plan in MN ($26M); by covered participants it is First Florida Constructors, LLC Profit Sharing Plan in FL (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Setters Annuity Fund Local 84 assets move in 2024? ▼
Stone Setters Annuity Fund Local 84 edged down modestly - down 4.1% during 2024, from $27M to $26M. Reported net income was -$1M.
How have Board of Trustees of Stone Setters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Stone Setters's sponsor-wide assets grew 10.8%, from $60M to $66M.
Where does Stone Setters Annuity Fund Local 84 rank by assets among Form 5500 filers? ▼
Stone Setters Annuity Fund Local 84 ranks in the 75th 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 Profit Sharing plans are similar in size to Stone Setters Annuity Fund Local 84? ▼
Among Profit Sharing plans in other states, the closest by assets is Riverview Healthcare Association Tax Deferred Annuity Plan in MN ($26M, 322 participants).
Which Profit Sharing plans cover a similar participant headcount to Stone Setters Annuity Fund Local 84? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Florida Constructors, LLC Profit Sharing Plan in FL (126 participants, $10M 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 136121379.

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.