401(k) · DOL Form 5500 · 2022

Sturm Financial Group Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
525
Participants Below avg headcount
85th
Percentile by assets National rank
$71,023
Avg per participant Below avg balance/head
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Official DOL plan name: Sturm Financial Group 401(k) Profit Sharing Plan · Sponsored by Sturm Financial Group Inc. · Colorado · Finance & Insurance

$37M in assets, 525 participants

Sturm Financial Group Inc.'s Sturm Financial Group 401(k) Profit Sharing Plan reported $37M in total assets and 525 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,062 in Finance & Insurance (9,261 peers)

Where Sturm Financial Group 401(k) Profit Sharing Plan sits by assets

Sturm Financial Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $37M for 525 participants (~$71,023/participant), down 18.8% in 2022.

#7,062
in Finance & Insurance (9,261 peers)
-18.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sturm Financial Group 401(k) Profit Sharing Plan's outsized position by total assets

Sturm Financial Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,287,308 Top 15% higher than 85% 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

Sturm Financial Group 401(k) 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. Sturm Financial Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (525 participants).

Form 5500 schedule snapshot

Filing strip 841564498 · Sturm Financial Group Inc. PY 2022 · 401(k)

Sturm Financial Group 401(k) Profit Sharing Plan · $37M · 525 · 85th

  • SCH $37M
  • SCH 525
  • SCH 85th
  • SCH 401(k)
  • SCH near First State Bancorp, Inc. Combined Retirement Benefit Plan
  • SCH ind #7062

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 Finance & Insurance retirement plans → · Plans in Colorado →

Sturm Financial Group 401(k) Profit Sharing Plan in the asset neighbourhood

Sturm Financial Group 401(k) Profit Sharing PlanSturm Financial Group 401(k)…$37MFirst State Bancorp, Inc. Combined Retirement Benefit PlanFirst State Bancorp, Inc. Co…$37MHawthorn Bancshares, Inc. Profit Sharing 401(k) PlanHawthorn Bancshares, Inc. Pr…$37MAxis Communications, Inc. 401(k) PlanAxis Communications, Inc. 40…$37MFff Enterprises 401(k) Profit Sharing PlanFff Enterprises 401(k) Profi…$37M
End-of-year total assets ($M) among Sturm Financial Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$37M
Net Income-$9M
Employer EIN841564498
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sturm Financial Group Inc.)

Sponsor-wide plan assets over time

All Sturm Financial Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 33.2316293790906% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.3M $49.7M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 525 $37M
2023 1 518 $45M
2024 1 512 $50M

Nearby 401(k) Plans in Colorado

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

Sturm Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Sturm Financial Group 401(k) Profit Sharing Plan, Total assets ($B): 0.037287308 · Participants: 525Sturm Financial Group 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Sturm Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sturm Financial Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sturm Financial Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is First State Bancorp, Inc. Combined Retirement Benefit Plan in MO ($37M); by covered participants it is Association for Individual Development Retirement Plan in IL (525 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (525 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 Sturm Financial Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Sturm Financial Group 401(k) Profit Sharing Plan declined sharply - down 18.8% during 2022, from $46M to $37M. Reported net income was -$9M.
How have Sturm Financial Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sturm Financial Group Inc.'s sponsor-wide assets grew 33.2%, from $37M to $50M.
Where does Sturm Financial Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sturm Financial Group 401(k) Profit Sharing Plan ranks in the 85th 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 Sturm Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First State Bancorp, Inc. Combined Retirement Benefit Plan in MO ($37M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Sturm Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Association for Individual Development Retirement Plan in IL (525 participants, $13M 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 841564498.

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.