401(k) · DOL Form 5500 · 2024

Stonemark Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
231
Participants Below avg headcount
40th
Percentile by assets National rank
$19,626
Avg per participant Low balance/head
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Official DOL plan name: Stonemark Management, LLC 401(k) Retirement Savings Plan · Sponsored by Stonemark Management, LLC · Georgia · Real Estate

$5M in assets, 231 participants

Stonemark Management, LLC's Stonemark Management, LLC 401(k) Retirement Savings Plan reported $5M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,767 in Real Estate (4,605 peers)

Coverage in Georgia

Stonemark Management, LLC 401(k) Retirement Savings Plan covers 231 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.

#2,767
in Real Estate (4,605 peers)
+18.7%
assets growth YoY

Stonemark Management, LLC 401(k) Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Stonemark Management, LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$4,533,713 40th percentile higher than 40% 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

Stonemark Management, LLC 401(k) Retirement Savings 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. Stonemark Management, LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stonemark Management, LLC 401(k) Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Stonemark Management, LLC 401(k) Retirement Savings Plan reported net income fell from $811K in the plan year 2023 filing to $715K in the plan year 2024 filing.
  • Stonemark Management, LLC 401(k) Retirement Savings Plan reported participants fell from 242 in the plan year 2023 filing to 231 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 202034501 · Stonemark Management, LLC PY 2024 · 401(k)

Stonemark Management, LLC 401(k) Retirement Savings Plan · $5M · 231 · 40th

  • EOY $5M
  • 5500 231
  • ASSETS 40th
  • PCT 401(k)
  • EIN near Louis B. Coiro, Inc. 401(k) Plan
  • RANK ind #2767

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 Real Estate retirement plans → · Plans in Georgia →

Stonemark Management, LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Stonemark Management, LLC 401(k) Retirement Savings PlanStonemark Management, LLC 40…$5MLouis B. Coiro, Inc. 401(k) PlanLouis B. Coiro, Inc. 401(k) …$5MEchelon Fitness Multimedia 401(k) PlanEchelon Fitness Multimedia 4…$5MHoganwillig, PLLC Profit Sharing PlanHoganwillig, PLLC Profit Sha…$5MSchayes, Inc. 401(k) Profit Sharing PlanSchayes, Inc. 401(k) Profit …$5M
End-of-year total assets ($M) among Stonemark Management, LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$715K
Employer EIN202034501
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonemark Management, LLC)

Sponsor-wide plan assets over time

All Stonemark Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 50.743140237566806% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.01M $4.53M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 230 $3M
2023 1 242 $4M
2024 1 231 $5M

Nearby 401(k) Plans in Georgia

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

Stonemark Management, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Stonemark Management, LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.004533713 · Participants: 231Stonemark Management, LLC 401(k) Retirement Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Stonemark Management, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Stonemark Management, LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Louis B. Coiro, Inc. 401(k) Plan in MA ($5M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Stonemark Management, LLC 401(k) Retirement Savings Plan assets move in 2024?
Stonemark Management, LLC 401(k) Retirement Savings Plan grew sharply - up 18.7% during 2024, from $4M to $5M. Reported net income was $715K.
How have Stonemark Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Stonemark Management, LLC's sponsor-wide assets grew 50.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Stonemark Management, LLC 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Louis B. Coiro, Inc. 401(k) Plan in MA ($5M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Stonemark Management, LLC 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Unitek College Utah, LLC 401(k) Plan in CA (231 participants, N/A in assets).