401(k) · DOL Form 5500 · 2024

Stone Source, LLC. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
70
Participants Small participant base
51st
Percentile by assets National rank
$113,802
Avg per participant Below avg balance/head
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Official DOL plan name: Stone Source 401(k) Profit Sharing Plan · Sponsored by Stone Source, LLC. · New York · Construction

$8M in assets, 70 participants

Stone Source, LLC.'s Stone Source 401(k) Profit Sharing Plan reported $8M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,467 in Construction (9,039 peers)

Stone Source, LLC. multi-year trail

Stone Source, LLC.'s plans moved -29.4% in assets from 2022 to 2024; this filing shows Stone Source 401(k) Profit Sharing Plan at $8M / 70 participants.

#4,467
in Construction (9,039 peers)
-20.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stone Source 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Stone Source 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,966,145 Top 49% higher than 51% 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 Source 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stone Source 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stone Source 401(k) Profit Sharing Plan reported net income fell from -$1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Stone Source 401(k) Profit Sharing Plan reported participants fell from 107 in the plan year 2023 filing to 70 in the plan year 2024 filing.
  • Stone Source 401(k) Profit Sharing Plan end-of-year assets fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030593691 · Stone Source, LLC. PY 2024 · 401(k)

Stone Source 401(k) Profit Sharing Plan · $8M · 70 · 51st

  • EOY $8M
  • EOY 70
  • EOY 51st
  • EOY 401(k)
  • EOY near United Cerebral Palsy Heartland Employee Retirement Plan
  • EOY ind #4467

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 Source 401(k) Profit Sharing Plan in the asset neighbourhood

Stone Source 401(k) Profit Sharing PlanStone Source 401(k) Profit S…$8MUnited Cerebral Palsy Heartland Employee Retirement PlanUnited Cerebral Palsy Heartl…$8MEtison, LLC 401(k) Plan$8MCreekside Nursery 401(k) Retirement Savings PlanCreekside Nursery 401(k) Ret…$8MMillar, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Stone Source 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stone Source, LLC. multi-year asset trail

Sponsor-wide plan assets over time

All Stone Source, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 29.353615080697793% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $11.3M $7.97M ▼ -29.3%
Year Plans Participants Total Assets
2022 1 145 $11M
2023 1 107 $10M
2024 1 70 $8M

Stone Source, LLC. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN030593691
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Stone Source 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Stone Source 401(k) Profit Sharing Plan, Total assets ($B): 0.007966145 · Participants: 70Stone Source 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Stone Source 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Stone Source 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stone Source 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is United Cerebral Palsy Heartland Employee Retirement Plan in MO ($8M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Source 401(k) Profit Sharing Plan assets move in 2024? ▼
Stone Source 401(k) Profit Sharing Plan declined sharply - down 20.2% during 2024, from $10M to $8M. Reported net income was -$2M.
How have Stone Source, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stone Source, LLC.'s sponsor-wide assets declined 29.4%, from $11M to $8M.
Which 401(k) plans are similar in size to Stone Source 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Cerebral Palsy Heartland Employee Retirement Plan in MO ($8M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Stone Source 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revenir Energy Services LLC 401(k) Plan in CO (70 participants, 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 030593691.

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.