401(k) · DOL Form 5500 · 2024
Cornerstone Advisors of Arizona LLC 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 169
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $204,220
- Avg per participant Above avg balance/head
Official DOL plan name: Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Cornerstone Advisors of Arizona LLC · Arizona · Finance & Insurance
$35M in assets, 169 participants
Cornerstone Advisors of Arizona LLC's Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust reported $35M in total assets and 169 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.
- #5,795 in Finance & Insurance (8,549 peers)
Coverage in Arizona
Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust covers 169 participants in Arizona, about 30% of the average Arizona filer (state average ~564 per filing). Assets: $35M.
- #5,795
- in Finance & Insurance (8,549 peers)
- +32.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,513,111 Top 21% higher than 79% 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
Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust 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. Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (169 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $26M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 143 in the plan year 2023 filing to 169 in the plan year 2024 filing.
- Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 752990539 · Cornerstone Advisors of Arizona LLC PY 2024 · 401(k)
Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust · $35M · 169 · 79th
- SCH $35M
- SCH 169
- SCH 79th
- SCH 401(k)
- SCH near Direction Home Akron Canton Area Agency on Aging & Disabilities 401(k) Plan
- SCH ind #5795
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 Finance & Insurance retirement plans → · Plans in Arizona →
Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $6M |
| Employer EIN | 752990539 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cornerstone Advisors of Arizona LLC)
Sponsor-wide plan assets over time
All Cornerstone Advisors of Arizona LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 73.1919382831888% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $20M |
| 2023 | 1 | 143 | $26M |
| 2024 | 1 | 169 | $35M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Direction Home Akron Canton Area Agency on Aging & Disabilities 401(k) Plan in OH ($35M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (169 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.