401(k) · DOL Form 5500 · 2024

Lionstone Care, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1,831
Participants Near avg headcount
31st
Percentile by assets National rank
$1,270
Avg per participant Low balance/head
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Official DOL plan name: Lionstone Care 401(k) Plan · Sponsored by Lionstone Care, LLC · Ohio · Healthcare & Social Assistance

$2M in assets, 1,831 participants

Lionstone Care, LLC's Lionstone Care 401(k) Plan reported $2M in total assets and 1,831 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,048 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Lionstone Care 401(k) Plan covers 1,831 participants in Ohio, 2.4x the typical Ohio plan (state average ~765 per filing). Assets: $2M.

#5,048
in Healthcare & Social Assistance (16,916 peers)
+46.2%
assets growth YoY

Lionstone Care 401(k) Plan among the smaller filed plans by assets

Lionstone Care 401(k) Plan vs every filed plan by assets

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

$2,324,781 31st percentile higher than 31% 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

Lionstone Care 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lionstone Care 401(k) Plan lands in the large band (1,831 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lionstone Care 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lionstone Care 401(k) Plan reported participants rose from 1,349 in the plan year 2023 filing to 1,831 in the plan year 2024 filing.
  • Lionstone Care 401(k) Plan reported net income rose from $669K in the plan year 2023 filing to $735K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 824561652 · Lionstone Care, LLC PY 2024 · 401(k)

Lionstone Care 401(k) Plan · $2M · 1,831 · 31st

  • TYPE $2M
  • NET 1,831
  • BOOK 31st
  • VS-ST 401(k)
  • BOY near 401(k) Profit Sharing Plan for Employees of Greater Opportunities of the Permian Basin, Inc.
  • SCH ind #5048

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Lionstone Care 401(k) Plan in the asset neighbourhood

Lionstone Care 401(k) Plan$2M401(k) Profit Sharing Plan for Employees of Greater Opportunities of the Permian Basin, Inc.401(k) Profit Sharing Plan f…$2M62 Express Laundry Corp 401(k) Plan62 Express Laundry Corp 401(…$2MEvolve Technologies Corporation 401(k) PlanEvolve Technologies Corporat…$2MPension Solutions, Inc. Savings Incentive PlanPension Solutions, Inc. Savi…$2M
End-of-year total assets ($M) among Lionstone Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$735K
Employer EIN824561652
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lionstone Care, LLC)

Sponsor-wide plan assets over time

All Lionstone Care, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 152.5653825721074% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.92M $2.32M ▲ +152.2%
Year Plans Participants Total Assets
2022 1 1,064 $920K
2023 1 1,349 $2M
2024 1 1,831 $2M

Nearby 401(k) Plans in Ohio

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

Lionstone Care 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lionstone Care 401(k) Plan, Total assets ($B): 0.002324781 · Participants: 1831Lionstone Care 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Lionstone Care 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Lionstone Care 401(k) Plan side-by-side with 3 peers →

Lionstone Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Greater Opportunities of the Permian Basin, Inc. in TX ($2M); by covered participants it is Arch Global Holdings, LLC 401(k) Plan in MI (1,831 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,831 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 Lionstone Care 401(k) Plan assets move in 2024? ▼
Lionstone Care 401(k) Plan surged - up 46.2% during 2024, from $2M to $2M. Reported net income was $735K.
How have Lionstone Care, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lionstone Care, LLC's sponsor-wide assets grew 152.6%, from $920K to $2M.
Which 401(k) plans are similar in size to Lionstone Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Greater Opportunities of the Permian Basin, Inc. in TX ($2M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Lionstone Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arch Global Holdings, LLC 401(k) Plan in MI (1,831 participants, $128M 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 824561652.

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.