401(k) · DOL Form 5500 · 2024
Turning Stone Enterprises, LLC 401(k) Plan
Data updated 2026-08-25
- $222M
- Total assets Near avg plan size
- 6,699
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $33,201
- Avg per participant Low balance/head
Official DOL plan name: Turning Stone Enterprises, LLC 401 (K) Plan · Sponsored by Turning Stone Enterprises, LLC · New York · Public Administration
$222M in assets, 6,699 participants
Turning Stone Enterprises, LLC's Turning Stone Enterprises, LLC 401 (K) Plan reported $222M in total assets and 6,699 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #90 in Public Administration (92 peers)
Coverage in New York
Turning Stone Enterprises, LLC 401 (K) Plan covers 6,699 participants in New York, 8.4x the typical New York plan (state average ~798 per filing). Assets: $222M.
- #90
- in Public Administration (92 peers)
- +13.7%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Turning Stone Enterprises, LLC 401 (K) Plan's outsized position by total assets
Turning Stone Enterprises, LLC 401 (K) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$222,413,042 Top 5% higher than 95% 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
Turning Stone Enterprises, LLC 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. Turning Stone Enterprises, LLC 401 (K) Plan lands in the large band (6,699 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Turning Stone Enterprises, LLC 401 (K) Plan reported participants rose from 4,125 in the plan year 2023 filing to 6,699 in the plan year 2024 filing.
- Turning Stone Enterprises, LLC 401 (K) Plan reported net income fell from $36M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Turning Stone Enterprises, LLC 401 (K) Plan end-of-year assets rose from $196M in the plan year 2023 filing to $222M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 061821494 · Turning Stone Enterprises, LLC PY 2024 · 401(k)
Turning Stone Enterprises, LLC 401 (K) Plan · $222M · 6,699 · 95th
- PCT $222M
- PCT 6,699
- PCT 95th
- PCT 401(k)
- PCT near Powerschool Group LLC 401(k) Plan
- PCT ind #90
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 Public Administration retirement plans → · Plans in New York →
Turning Stone Enterprises, LLC 401 (K) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $196M |
|---|---|
| Net Assets (End of Year) | $222M |
| Net Income | $27M |
| Employer EIN | 061821494 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Turning Stone Enterprises, LLC)
Sponsor-wide plan assets over time
All Turning Stone Enterprises, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $222M 39.252864660720306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,745 | $160M |
| 2023 | 1 | 4,125 | $196M |
| 2024 | 1 | 6,699 | $222M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Scale composition for Turning Stone Enterprises, LLC 401 (K) Plan
Turning Stone Enterprises, LLC 401 (K) Plan reports $222M in end-of-year assets across 6,699 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $33,201 per participant (24% of the national average assets-per-participant) . Net income for plan year 2024 was $27M.
This plan identity (EIN 061821494, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $160M to $222M (+39.3%) while covered participants moved from 3,745 to 6,699 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,745 | $160M | Open filing |
| 2023 | 4,125 | $196M | Open filing |
| 2024 · index core | 6,699 | $222M | This page |
Turning Stone Enterprises, LLC 401 (K) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Powerschool Group LLC 401(k) Plan in CA ($222M); by covered participants it is Driven Brands, Inc. Employee Retirement Savings Plan in NC (6,699 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($222M here).
- Powerschool Group LLC 401(k) Plan (CA) $222M · 1,871
- Zoox, Inc. 401(k) Plan (CA) $222M · 2,301
- Children's Specialty Group, PLLC 401(k) Profit Sharing Plan (VA) $222M · 425
- Subcom Savings Plan (NJ) $223M · 1,481
Similar participant headcount
Nearest other-state filings by covered participants (6,699 participants); asset peers above are excluded.
- Driven Brands, Inc. Employee Retirement Savings Plan (NC) 6,699 · 0 off
- Oakmont Management Group LLC 401(k) Plan (CA) 6,699 · 0 off
- Post Holdings, Inc. Savings Investment Plan (MO) 6,697 · 2 off
- Niagara Water Retirement Plan (CA) 6,701 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.