401(k) · DOL Form 5500 · 2024
Stonegate Senior Living, LP 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 1,554
- Participants Near avg headcount
- 71st
- Percentile by assets National rank
- $13,480
- Avg per participant Low balance/head
Official DOL plan name: Stonegate Senior Living, LP 401(k) Plan · Sponsored by Stonegate Senior Living, LP · Texas · Healthcare & Social Assistance
$21M in assets, 1,554 participants
Stonegate Senior Living, LP's Stonegate Senior Living, LP 401(k) Plan reported $21M in total assets and 1,554 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,780 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Stonegate Senior Living, LP 401(k) Plan covers 1,554 participants in Texas, 2.3x the typical Texas plan (state average ~688 per filing). Assets: $21M.
- #12,780
- in Healthcare & Social Assistance (16,916 peers)
- +5.3%
- assets growth YoY
Stonegate Senior Living, LP 401(k) Plan's outsized position by total assets
Stonegate Senior Living, LP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,947,559 Top 29% higher than 71% 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
Stonegate Senior Living, LP 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. Stonegate Senior Living, LP 401(k) Plan lands in the large band (1,554 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stonegate Senior Living, LP 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Stonegate Senior Living, LP 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Stonegate Senior Living, LP 401(k) Plan reported participants rose from 1,500 in the plan year 2023 filing to 1,554 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 752961469 · Stonegate Senior Living, LP PY 2024 · 401(k)
Stonegate Senior Living, LP 401(k) Plan · $21M · 1,554 · 71st
- BOY $21M
- SCH 1,554
- EBSA 71st
- PART 401(k)
- TYPE near Gwtt 401(k) Plan
- NET ind #12780
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 Texas →
Stonegate Senior Living, LP 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 752961469 |
| Plan Effective Date | 2005-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stonegate Senior Living, LP)
Sponsor-wide plan assets over time
All Stonegate Senior Living, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 23.27432032624952% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,616 | $17M |
| 2023 | 1 | 1,500 | $20M |
| 2024 | 1 | 1,554 | $21M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Stonegate Senior Living, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Gwtt 401(k) Plan in NJ ($21M); by covered participants it is Interface, Inc. Savings and Investment Plan in GA (1,554 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Gwtt 401(k) Plan (NJ) $21M · 124
- Medical Society of Delaware 401(k) Profit Sharing Plan (DE) $21M · 161
- Quinstar Technology, Inc. 401(k) Plan (CA) $21M · 136
- Invisors, LLC 401(k) Profit Sharing Plan (FL) $21M · 270
Similar participant headcount
Nearest other-state filings by covered participants (1,554 participants); asset peers above are excluded.
- Interface, Inc. Savings and Investment Plan (GA) 1,554 · 0 off
- Marquette Transportation Company 401(k) Plan (KY) 1,555 · 1 off
- Enova International, Inc. 401(k) Savings Plan (IL) 1,553 · 1 off
- Calumet Gp, LLC Retirement Savings Plan (IN) 1,555 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.