401(k) · DOL Form 5500 · 2024

Stonemor Inc Dba Everstory Partners 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,942
Participants Near avg headcount
81st
Percentile by assets National rank
$20,492
Avg per participant Low balance/head
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Official DOL plan name: Everstory Partners Retirement Plan · Sponsored by Stonemor Inc Dba Everstory Partners · Florida · Retail Trade

$40M in assets, 1,942 participants

Stonemor Inc Dba Everstory Partners's Everstory Partners Retirement Plan reported $40M in total assets and 1,942 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,179 in Retail Trade (8,048 peers)

Coverage in Florida

Everstory Partners Retirement Plan covers 1,942 participants in Florida, 3.1x the typical Florida plan (state average ~628 per filing). Assets: $40M.

#7,179
in Retail Trade (8,048 peers)
+13.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Everstory Partners Retirement Plan's outsized position by total assets

Everstory Partners Retirement Plan vs every filed plan by assets

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

$39,795,873 Top 19% higher than 81% 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

Everstory Partners Retirement 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. Everstory Partners Retirement Plan lands in the large band (1,942 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Everstory Partners Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Everstory Partners Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Everstory Partners Retirement Plan reported participants rose from 1,895 in the plan year 2023 filing to 1,942 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 800103152 · Stonemor Inc Dba Everstory Partners PY 2024 · 401(k)

Everstory Partners Retirement Plan · $40M · 1,942 · 81st

  • EIN $40M
  • RANK 1,942
  • PHOTO 81st
  • IND 401(k)
  • EOY near Self Esteem Brands, LLC 401(k) Plan
  • 5500 ind #7179

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 Retail Trade retirement plans → · Plans in Florida →

Everstory Partners Retirement Plan in the asset neighbourhood

Zallie Supermarkets Savings PlanZallie Supermarkets Savings …$40MEverstory Partners Retirement PlanEverstory Partners Retiremen…$40MSelf Esteem Brands, LLC 401(k) PlanSelf Esteem Brands, LLC 401(…$40MMission Essential Group, LLC Retirement PlanMission Essential Group, LLC…$40MHopehealth Retirement Plan$40M
End-of-year total assets ($M) among Everstory Partners Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN800103152
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonemor Inc Dba Everstory Partners)

Sponsor-wide plan assets over time

All Stonemor Inc Dba Everstory Partners plans reported in each filing year

Latest sponsor-wide plan assets
$40M 2.5955207925196704% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $38.8M $39.8M ▲ +2.6%
Year Plans Participants Total Assets
2022 2 1,735 $39M
2023 1 1,895 $35M
2024 1 1,942 $40M

Nearby 401(k) Plans in Florida

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

Everstory Partners Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Everstory Partners Retirement Plan, Total assets ($B): 0.039795873 · Participants: 1942Everstory Partners Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Everstory Partners Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Everstory Partners Retirement Plan side-by-side with 3 peers →

Everstory Partners Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Self Esteem Brands, LLC 401(k) Plan in MN ($40M); by covered participants it is Treasure Holdco, Inc. 401(k) Plan in NC (1,942 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,942 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 Everstory Partners Retirement Plan assets move in 2024? ▼
Everstory Partners Retirement Plan grew at a solid clip - up 13.7% during 2024, from $35M to $40M. Reported net income was $5M.
How have Stonemor Inc Dba Everstory Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonemor Inc Dba Everstory Partners's sponsor-wide assets grew 2.6%, from $39M to $40M.
Where does Everstory Partners Retirement Plan rank by assets among Form 5500 filers? ▼
Everstory Partners Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Everstory Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Self Esteem Brands, LLC 401(k) Plan in MN ($40M, 497 participants).
Which 401(k) plans cover a similar participant headcount to Everstory Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Treasure Holdco, Inc. 401(k) Plan in NC (1,942 participants, $172M 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 800103152.

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.