401(k) · DOL Form 5500 · 2022

Sterling Management, Ltd. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
306
Participants Below avg headcount
69th
Percentile by assets National rank
$39,434
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sterling Management, Ltd. 401(k) Plan · Sponsored by Sterling Management, Ltd. · Indiana · Real Estate

$12M in assets, 306 participants

Sterling Management, Ltd.'s Sterling Management, Ltd. 401(k) Plan reported $12M in total assets and 306 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,207 in Real Estate (5,057 peers)

Sterling Management, Ltd. multi-year trail

Sterling Management, Ltd.'s plans moved +51.3% in assets from 2022 to 2024; this filing shows Sterling Management, Ltd. 401(k) Plan at $12M / 306 participants.

#4,207
in Real Estate (5,057 peers)
-12.7%
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 Management, Ltd. 401(k) Plan's outsized position by total assets

Sterling Management, Ltd. 401(k) Plan vs every filed plan by assets

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

$12,066,692 Top 31% higher than 69% 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 Management, Ltd. 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 Management, Ltd. 401(k) Plan sits mid-pack in the medium band (306 participants).

EBSA filing schedule strip

Filing strip 351494125 · Sterling Management, Ltd. PY 2022 · 401(k)

Sterling Management, Ltd. 401(k) Plan · $12M · 306 · 69th

  • EIN $12M
  • RANK 306
  • PHOTO 69th
  • IND 401(k)
  • EOY near Advanced Systems Development, Inc. 401(k) and Profit Sharing Plan
  • 5500 ind #4207

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 Indiana →

Sterling Management, Ltd. 401(k) Plan in the asset neighbourhood

Sterling Management, Ltd. 401(k) PlanSterling Management, Ltd. 40…$12MAdvanced Systems Development, Inc. 401(k) and Profit Sharing PlanAdvanced Systems Development…$12MElmer Smith Oil Co., Inc. Employees' Profit Sharing PlanElmer Smith Oil Co., Inc. Em…$12MEndicott Clay Products Co. 401(k) Savings PlanEndicott Clay Products Co. 4…$12MAsahi Savings Plan$12M
End-of-year total assets ($M) among Sterling Management, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sterling Management, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Sterling Management, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 51.33039775938592% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.1M $18.3M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 306 $12M
2023 1 324 $16M
2024 1 343 $18M

Sterling Management, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN351494125
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Sterling Management, Ltd. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Sterling Management, Ltd. 401(k) Plan, Total assets ($B): 0.012066692 · Participants: 306Sterling Management, Ltd. 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sterling Management, Ltd. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sterling Management, Ltd. 401(k) Plan side-by-side with 3 peers →

Sterling Management, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Advanced Systems Development, Inc. 401(k) and Profit Sharing Plan in VA ($12M); by covered participants it is Anderson Dahlen, Inc. 401(k) & Profit Sharing Plan in MN (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Management, Ltd. 401(k) Plan assets move in 2022? ▼
Sterling Management, Ltd. 401(k) Plan pulled back noticeably - down 12.7% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Sterling Management, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Management, Ltd.'s sponsor-wide assets grew 51.3%, from $12M to $18M.
Which 401(k) plans are similar in size to Sterling Management, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Systems Development, Inc. 401(k) and Profit Sharing Plan in VA ($12M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Sterling Management, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Dahlen, Inc. 401(k) & Profit Sharing Plan in MN (306 participants, N/A 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 351494125.

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.