401(k) · DOL Form 5500 · 2022

Steren Management Co., Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
265
Participants Below avg headcount
56th
Percentile by assets National rank
$24,660
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steren Companies Profit Sharing Plan · Sponsored by Steren Management Co., Inc. · Wisconsin · Food Services & Accommodation

$7M in assets, 265 participants

Steren Management Co., Inc.'s Steren Companies Profit Sharing Plan reported $7M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,916 in Food Services & Accommodation (4,592 peers)

Coverage in Wisconsin

Steren Companies Profit Sharing Plan covers 265 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#3,916
in Food Services & Accommodation (4,592 peers)
-17.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steren Companies Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Steren Companies Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,534,787 Top 44% higher than 56% of 139,123 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 2022

Steren Companies Profit Sharing 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. Steren Companies Profit Sharing Plan sits mid-pack in the medium band (265 participants).

DOL schedule card

Filing strip 391097713 · Steren Management Co., Inc. PY 2022 · 401(k)

Steren Companies Profit Sharing Plan · $7M · 265 · 56th

  • PART $7M
  • TYPE 265
  • NET 56th
  • BOOK 401(k)
  • VS-ST near United Minerals & Properties, Inc. 401(k) Retirement Plan
  • BOY ind #3916

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Steren Companies Profit Sharing Plan in the asset neighbourhood

Genus Lifescienes, Inc 401(k) Profit Sharing PlanGenus Lifescienes, Inc 401(k…$7MVallarta Supermarkets 401(k) PlanVallarta Supermarkets 401(k)…$7M605, LLC 401(k) Plan$7MSteren Companies Profit Sharing PlanSteren Companies Profit Shar…$7MUnited Minerals & Properties, Inc. 401(k) Retirement PlanUnited Minerals & Properties…$7M
End-of-year total assets ($M) among Steren Companies Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN391097713
Plan Effective Date1974-01-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Steren Management Co., Inc.)

Sponsor-wide plan assets over time

All Steren Management Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.864612725709346% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.53M $7.9M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 265 $7M
2023 1 269 $7M
2024 1 250 $8M

Nearby 401(k) Plans in Wisconsin

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

Steren Companies Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Steren Companies Profit Sharing Plan, Total assets ($B): 0.006534787 · Participants: 265Steren Companies Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Steren Companies Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Steren Companies Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is United Minerals & Properties, Inc. 401(k) Retirement Plan in GA ($7M); by covered participants it is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Steren Companies Profit Sharing Plan assets move in 2022?
Steren Companies Profit Sharing Plan declined sharply - down 17.5% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Steren Management Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Steren Management Co., Inc.'s sponsor-wide assets grew 20.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Steren Companies Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is United Minerals & Properties, Inc. 401(k) Retirement Plan in GA ($7M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Steren Companies Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 participants, N/A in assets).