401(k) · DOL Form 5500 · 2022

Sterling Motors, Ltd, Dba Sterling Bmw 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
128
Participants Small participant base
37th
Percentile by assets National rank
$19,643
Avg per participant Low balance/head
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Official DOL plan name: The Sterling Bmw Retirement Savings Plan · Sponsored by Sterling Motors, Ltd, Dba Sterling Bmw · California · Retail Trade

$3M in assets, 128 participants

Sterling Motors, Ltd, Dba Sterling Bmw's The Sterling Bmw Retirement Savings Plan reported $3M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,453 in Retail Trade (9,519 peers)

Coverage in California

The Sterling Bmw Retirement Savings Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $3M.

#4,453
in Retail Trade (9,519 peers)
-19.7%
assets change YoY

The plan reported a net loss of $618K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Sterling Bmw Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

The Sterling Bmw Retirement Savings Plan vs every filed plan by assets

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

$2,514,317 37th percentile higher than 37% 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

The Sterling Bmw Retirement Savings 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. The Sterling Bmw Retirement Savings Plan sits mid-pack in the medium band (128 participants).

Plan-year Form 5500 strip

Filing strip 330120479 · Sterling Motors, Ltd, Dba Sterling Bmw PY 2022 · 401(k)

The Sterling Bmw Retirement Savings Plan · $3M · 128 · 37th

  • EOY $3M
  • 5500 128
  • ASSETS 37th
  • PCT 401(k)
  • EIN near Shindler Neff LLP Self-Employed Retirement Plan
  • RANK ind #4453

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 Retail Trade retirement plans → · Plans in California →

The Sterling Bmw Retirement Savings Plan in the asset neighbourhood

The Sterling Bmw Retirement Savings PlanThe Sterling Bmw Retirement …$3MShindler Neff LLP Self-Employed Retirement PlanShindler Neff LLP Self-Emplo…$3MWayne Metals, LLC 401(k) Plan$3MCity Drug Store of Henderson, Tn, Inc. Safe Harbor 401(k) PlanCity Drug Store of Henderson…$3MDaily Services, LLC 401(k) PlanDaily Services, LLC 401(k) P…$3M
End-of-year total assets ($M) among The Sterling Bmw Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$618K
Employer EIN330120479
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterling Motors, Ltd, Dba Sterling Bmw)

Sponsor-wide plan assets over time

All Sterling Motors, Ltd, Dba Sterling Bmw plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.55235875189962% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.51M $3.41M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 128 $3M
2023 1 96 $3M
2024 1 91 $3M

Nearby 401(k) Plans in California

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

The Sterling Bmw Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Sterling Bmw Retirement Savings Plan, Total assets ($B): 0.002514317 · Participants: 128The Sterling Bmw Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Sterling Bmw Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

The Sterling Bmw Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Shindler Neff LLP Self-Employed Retirement Plan in OH ($3M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 The Sterling Bmw Retirement Savings Plan assets move in 2022?
The Sterling Bmw Retirement Savings Plan declined sharply - down 19.7% during 2022, from $3M to $3M. Reported net income was -$618K.
How have Sterling Motors, Ltd, Dba Sterling Bmw plan assets changed over time?
Across 3 plan years on file (2022-2024), Sterling Motors, Ltd, Dba Sterling Bmw's sponsor-wide assets grew 35.6%, from $3M to $3M.
Which 401(k) plans are similar in size to The Sterling Bmw Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Shindler Neff LLP Self-Employed Retirement Plan in OH ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to The Sterling Bmw Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A in assets).