401(k) · DOL Form 5500 · 2022

Sterling Equities Associates, LLC. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
137
Participants Small participant base
83rd
Percentile by assets National rank
$229,545
Avg per participant Above avg balance/head
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Official DOL plan name: Sterling Equities Associates Employees Retirement Plan · Sponsored by Sterling Equities Associates, LLC. · New York · Real Estate

$31M in assets, 137 participants

Sterling Equities Associates, LLC.'s Sterling Equities Associates Employees Retirement Plan reported $31M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,699 in Real Estate (5,057 peers)

Coverage in New York

Sterling Equities Associates Employees Retirement Plan covers 137 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $31M.

#4,699
in Real Estate (5,057 peers)
-14.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sterling Equities Associates Employees Retirement Plan's outsized position by total assets

Sterling Equities Associates Employees Retirement Plan vs every filed plan by assets

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

$31,447,695 Top 17% higher than 83% 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

Sterling Equities Associates Employees Retirement 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 Equities Associates Employees Retirement Plan sits mid-pack in the medium band (137 participants).

Plan-year Form 5500 strip

Filing strip 132749022 · Sterling Equities Associates, LLC. PY 2022 · 401(k)

Sterling Equities Associates Employees Retirement Plan · $31M · 137 · 83rd

  • 5500 $31M
  • 5500 137
  • 5500 83rd
  • 5500 401(k)
  • 5500 near Redw LLC Restated 401(k) Profit Sharing Plan and Trust
  • 5500 ind #4699

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 New York →

Sterling Equities Associates Employees Retirement Plan in the asset neighbourhood

Sterling Equities Associates Employees Retirement PlanSterling Equities Associates…$31MRedw LLC Restated 401(k) Profit Sharing Plan and TrustRedw LLC Restated 401(k) Pro…$31MHeron Therapeutics, Inc. 401(k) PlanHeron Therapeutics, Inc. 401…$31MUnited Sugars Corporation 401(k) Partnership PlanUnited Sugars Corporation 40…$31MSkin and Cancer Associates Profit Sharing PlanSkin and Cancer Associates P…$31M
End-of-year total assets ($M) among Sterling Equities Associates Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$31M
Net Income-$5M
Employer EIN132749022
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterling Equities Associates, LLC.)

Sponsor-wide plan assets over time

All Sterling Equities Associates, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 33.53945654840522% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.5M $42M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 137 $31M
2023 1 142 $36M
2024 1 142 $42M

Nearby 401(k) Plans in New York

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

Sterling Equities Associates Employees Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sterling Equities Associates Employees Retirement Plan, Total assets ($B): 0.031447695 · Participants: 137Sterling Equities Associates Employees Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Sterling Equities Associates Employees Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sterling Equities Associates Employees Retirement Plan side-by-side with 3 peers →

Sterling Equities Associates Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Redw LLC Restated 401(k) Profit Sharing Plan and Trust in NM ($31M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Sterling Equities Associates Employees Retirement Plan assets move in 2022? ▼
Sterling Equities Associates Employees Retirement Plan pulled back noticeably - down 14.7% during 2022, from $37M to $31M. Reported net income was -$5M.
How have Sterling Equities Associates, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Equities Associates, LLC.'s sponsor-wide assets grew 33.5%, from $31M to $42M.
Where does Sterling Equities Associates Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Sterling Equities Associates Employees Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sterling Equities Associates Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redw LLC Restated 401(k) Profit Sharing Plan and Trust in NM ($31M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Sterling Equities Associates Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132749022.

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.