401(k) · DOL Form 5500 · 2022
Sterling Lumber & Investment Company 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $110,315
- Avg per participant Below avg balance/head
Official DOL plan name: Sterling Lumber & Investment Company 401(k) Plan · Sponsored by Sterling Lumber & Investment Company · Colorado · Agriculture, Forestry & Fishing
$15M in assets, 133 participants
Sterling Lumber & Investment Company's Sterling Lumber & Investment Company 401(k) Plan reported $15M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #1,213 in Agriculture, Forestry & Fishing (1,523 peers)
Coverage in Colorado
Sterling Lumber & Investment Company 401(k) Plan covers 133 participants in Colorado, about 35% of the average Colorado filer (state average ~376 per filing). Assets: $15M.
- #1,213
- in Agriculture, Forestry & Fishing (1,523 peers)
- -11.1%
- 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.
Sterling Lumber & Investment Company 401(k) Plan's outsized position by total assets
Sterling Lumber & Investment Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,671,956 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sterling Lumber & Investment Company 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling Lumber & Investment Company 401(k) Plan sits mid-pack in the medium band (133 participants).
Published 5500 schedule card
Filing strip 840328810 · Sterling Lumber & Investment Company PY 2022 · 401(k)
Sterling Lumber & Investment Company 401(k) Plan · $15M · 133 · 72nd
- EOY $15M
- EOY 133
- EOY 72nd
- EOY 401(k)
- EOY near Phillips Auctioneers, LLC 401(k) Profit Sharing Plan and Trust
- EOY ind #1213
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Colorado →
Sterling Lumber & Investment Company 401(k) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 840328810 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sterling Lumber & Investment Company)
Sponsor-wide plan assets over time
All Sterling Lumber & Investment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 21.88670685762689% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $15M |
| 2023 | 1 | 139 | $17M |
| 2024 | 1 | 152 | $18M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Sterling Lumber & Investment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Phillips Auctioneers, LLC 401(k) Profit Sharing Plan and Trust in NY ($15M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Phillips Auctioneers, LLC 401(k) Profit Sharing Plan and Trust (NY) $15M · 197
- Jack Schmitt Family of Dealerships, Inc. 401(k) Plan (IL) $15M · 178
- Advocates for Basic Legal Equality, Inc. and Legal Aid of Western Ohio, Inc. Retirement Savings Plan (OH) $15M · 119
- Midwest Health Services Retirement Plan (KS) $15M · 1,828
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Ari Retirement Plan (IL) 133 · 0 off
- Voyetra Turtle Beach 401(k) Plan (NY) 133 · 0 off
- Grane Healthcare Company Collectively Bargained 401(k) Plan (PA) 133 · 0 off
- Four Seasons Orthopedic Center, PA 401(k) Plan (NH) 133 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.