401(k) · DOL Form 5500 · 2023

Silver Lining Investment Management Inc 401(k) Plan

Data updated 2026-08-25

$315K
Total assets Small plan by assets: 3
Participants Small participant base: 14th
Percentile by assets National rank: $104,946
Avg per participant Below avg balance/head

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Official DOL plan name: Silver Lining Investment Management Retirement Plan · Sponsored by Silver Lining Investment Management Inc · Arizona · Transportation & Warehousing

$315K in assets, 3 participants

Silver Lining Investment Management Inc's Silver Lining Investment Management Retirement Plan reported $315K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

#509 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Silver Lining Investment Management Retirement Plan holds $315K for 3 participants - about $104,946 per participant, among the smaller plans by assets on file.

#509
in Transportation & Warehousing (3,362 peers): +2.4%
assets growth YoY

Silver Lining Investment Management Retirement Plan among the smaller filed plans by assets

Silver Lining Investment Management Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$314,838 14th percentile higher than 14% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Silver Lining Investment Management Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Silver Lining Investment Management Retirement Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Silver Lining Investment Management Retirement Plan reported net income rose from -$137K in the plan year 2022 filing to $7K in the plan year 2023 filing.
Silver Lining Investment Management Retirement Plan end-of-year assets rose from $307K in the plan year 2022 filing to $315K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 834078372 · Silver Lining Investment Management Inc PY 2023 · 401(k)

Silver Lining Investment Management Retirement Plan · $315K · 3 · 14th

PART $315K
TYPE 3
NET 14th
BOOK 401(k)
VS-ST near Fairway 401(k) Plan
BOY ind #509

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 Transportation & Warehousing retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Silver Lining Investment Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$307K
Net Assets (End of Year)	$315K
Net Income	$7K
Employer EIN	834078372
Plan Effective Date	2019-03-21
Filing Status	FILING RECEIVED

Sponsor Plan History (Silver Lining Investment Management Inc)

Latest sponsor-wide plan assets: $322K 4.817156872312326% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$307K
2023	1	3	$315K
2024	1	3	$322K

Nearby 401(k) Plans in Arizona

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

Silver Lining Investment Management Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Silver Lining Investment Management Retirement Plan side-by-side with 3 peers →

Silver Lining Investment Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Fairway 401(k) Plan in IN ($315K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($315K here).

Fairway 401(k) Plan (IN) $315K · 1
Putnam Family Industries Retirement Plan (NC) $315K · 11
Executive Computer System Inc 401(k) Profit Sharing Plan & Trust (CT) $315K · 9
Ajaa, Inc. 401(k) Profit Sharing Plan (UT) $315K · 2

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off
P&j Holdings, Inc. 401(k) Profit Sharing Plan (MN) 3 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Silver Lining Investment Management Retirement Plan assets move in 2023? ▼

Silver Lining Investment Management Retirement Plan edged up modestly - up 2.4% during 2023, from $307K to $315K. Reported net income was $7K.

How have Silver Lining Investment Management Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Silver Lining Investment Management Inc's sponsor-wide assets grew 4.8%, from $307K to $322K.

Where does Silver Lining Investment Management Retirement Plan rank by assets among Form 5500 filers? ▼

Silver Lining Investment Management Retirement Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Silver Lining Investment Management Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Fairway 401(k) Plan in IN ($315K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Silver Lining Investment Management Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 834078372.