401(k) · DOL Form 5500 · 2022

Sterling Drive Ventures, L.P. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
123
Participants Small participant base
75th
Percentile by assets National rank
$136,702
Avg per participant Near avg balance/head
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Official DOL plan name: Sterling Drive Ventures/Rodon Employees 401(k) Plan · Sponsored by Sterling Drive Ventures, L.P. · Pennsylvania · Wholesale Trade

$17M in assets, 123 participants

Sterling Drive Ventures, L.P.'s Sterling Drive Ventures/Rodon Employees 401(k) Plan reported $17M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,861 in Wholesale Trade (6,843 peers)

Coverage in Pennsylvania

Sterling Drive Ventures/Rodon Employees 401(k) Plan covers 123 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.

#4,861
in Wholesale Trade (6,843 peers)
-23.9%
assets change YoY
0.2×
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 Drive Ventures/Rodon Employees 401(k) Plan's outsized position by total assets

Sterling Drive Ventures/Rodon Employees 401(k) Plan vs every filed plan by assets

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

$16,814,348 Top 25% higher than 75% 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 Drive Ventures/Rodon Employees 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 Drive Ventures/Rodon Employees 401(k) Plan sits mid-pack in the medium band (123 participants).

Form 5500 schedule snapshot

Filing strip 232688026 · Sterling Drive Ventures, L.P. PY 2022 · 401(k)

Sterling Drive Ventures/Rodon Employees 401(k) Plan · $17M · 123 · 75th

  • RANK $17M
  • PHOTO 123
  • IND 75th
  • EOY 401(k)
  • 5500 near Unicorp Systems, Inc. 401(k) Plan
  • ASSETS ind #4861

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Sterling Drive Ventures/Rodon Employees 401(k) Plan in the asset neighbourhood

Ohio Cat Union 401(k) Plan$17MSterling Drive Ventures/Rodon Employees 401(k) PlanSterling Drive Ventures/Rodo…$17MUnicorp Systems, Inc. 401(k) PlanUnicorp Systems, Inc. 401(k)…$17MTucci & Sons, Inc. 401(k) Profit Sharing Plan and TrustTucci & Sons, Inc. 401(k) Pr…$17MCommunity Alternatives Unlimited 401(k) PlanCommunity Alternatives Unlim…$17M
End-of-year total assets ($M) among Sterling Drive Ventures/Rodon Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$17M
Net Income-$5M
Employer EIN232688026
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterling Drive Ventures, L.P.)

Sponsor-wide plan assets over time

All Sterling Drive Ventures, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 3.500674775351311% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $20.6M $19.9M ▼ -3.5%
Year Plans Participants Total Assets
2022 2 171 $21M
2023 3 199 $23M
2024 1 93 $20M

Nearby 401(k) Plans in Pennsylvania

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

Sterling Drive Ventures/Rodon Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sterling Drive Ventures/Rodon Employees 401(k) Plan, Total assets ($B): 0.016814348 · Participants: 123Sterling Drive Ventures/Rodon Employees 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Sterling Drive Ventures/Rodon Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Sterling Drive Ventures/Rodon Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Unicorp Systems, Inc. 401(k) Plan in OK ($17M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Drive Ventures/Rodon Employees 401(k) Plan assets move in 2022?
Sterling Drive Ventures/Rodon Employees 401(k) Plan declined sharply - down 23.9% during 2022, from $22M to $17M. Reported net income was -$5M.
How have Sterling Drive Ventures, L.P. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sterling Drive Ventures, L.P.'s sponsor-wide assets declined 3.5%, from $21M to $20M.
Where does Sterling Drive Ventures/Rodon Employees 401(k) Plan rank by assets among Form 5500 filers?
Sterling Drive Ventures/Rodon Employees 401(k) Plan ranks in the 75th 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 Drive Ventures/Rodon Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Unicorp Systems, Inc. 401(k) Plan in OK ($17M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Sterling Drive Ventures/Rodon Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants, N/A in assets).