401(k) · DOL Form 5500 · 2024
Stoneridge Retirement Living Communities 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 286
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $45,603
- Avg per participant Low balance/head
Official DOL plan name: Stoneridge Retirement Living Communities 401(k) Plan · Sponsored by Stoneridge Retirement Living Communities · Pennsylvania · Healthcare & Social Assistance
$13M in assets, 286 participants
Stoneridge Retirement Living Communities's Stoneridge Retirement Living Communities 401(k) Plan reported $13M in total assets and 286 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,278 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Stoneridge Retirement Living Communities 401(k) Plan covers 286 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.
- #11,278
- in Healthcare & Social Assistance (16,916 peers)
- +7.2%
- assets growth YoY
Stoneridge Retirement Living Communities 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Stoneridge Retirement Living Communities 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,042,396 Top 39% higher than 61% 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
Stoneridge Retirement Living Communities 401(k) Plan 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. Stoneridge Retirement Living Communities 401(k) Plan sits mid-pack in the medium band (286 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stoneridge Retirement Living Communities 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $876K in the plan year 2024 filing.
- Stoneridge Retirement Living Communities 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Stoneridge Retirement Living Communities 401(k) Plan reported participants fell from 296 in the plan year 2023 filing to 286 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 208424515 · Stoneridge Retirement Living Communities PY 2024 · 401(k)
Stoneridge Retirement Living Communities 401(k) Plan · $13M · 286 · 61st
- IND $13M
- EOY 286
- 5500 61st
- ASSETS 401(k)
- PCT near Smith, Buss & Jacobs, LLP Retirement Trust
- EIN ind #11278
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 Pennsylvania →
Stoneridge Retirement Living Communities 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $876K |
| Employer EIN | 208424515 |
| Plan Effective Date | 2005-11-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stoneridge Retirement Living Communities)
Sponsor-wide plan assets over time
All Stoneridge Retirement Living Communities plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 19.700824939600736% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 347 | $11M |
| 2023 | 1 | 296 | $12M |
| 2024 | 1 | 286 | $13M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Stoneridge Retirement Living Communities 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Smith, Buss & Jacobs, LLP Retirement Trust in NY ($13M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Smith, Buss & Jacobs, LLP Retirement Trust (NY) $13M · 39
- Lb Industries, Inc. Profit Sharing Plan (KY) $13M · 74
- Simspace Corporation 401(k) Plan (MA) $13M · 181
- Lyon, LLC 401(k) Retirement Plan (IL) $13M · 291
Similar participant headcount
Nearest other-state filings by covered participants (286 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.