401(k) · DOL Form 5500 · 2023

Sterling Lumber & Investment Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
139
Participants Small participant base
70th
Percentile by assets National rank
$121,700
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sterling Lumber & Investment Company 401(k) Plan · Sponsored by Sterling Lumber & Investment Company · Colorado · Agriculture, Forestry & Fishing

$17M in assets, 139 participants

Sterling Lumber & Investment Company's Sterling Lumber & Investment Company 401(k) Plan reported $17M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #987 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Colorado

Sterling Lumber & Investment Company 401(k) Plan covers 139 participants in Colorado, about 37% of the average Colorado filer (state average ~376 per filing). Assets: $17M.

#987
in Agriculture, Forestry & Fishing (1,288 peers)
+15.3%
assets growth YoY

Sterling Lumber & Investment Company 401(k) Plan's outsized position by total assets

Sterling Lumber & Investment Company 401(k) Plan vs every filed plan by assets

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

$16,916,301 Top 30% higher than 70% of 127,068 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 2023

Sterling Lumber & Investment Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling Lumber & Investment Company 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sterling Lumber & Investment Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sterling Lumber & Investment Company 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Sterling Lumber & Investment Company 401(k) Plan reported participants rose from 133 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840328810 · Sterling Lumber & Investment Company PY 2023 · 401(k)

Sterling Lumber & Investment Company 401(k) Plan · $17M · 139 · 70th

  • EIN $17M
  • RANK 139
  • PHOTO 70th
  • IND 401(k)
  • EOY near Mvc Profit Sharing and 401(k) Plan
  • 5500 ind #987

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Colorado →

Sterling Lumber & Investment Company 401(k) Plan in the asset neighbourhood

Sterling Lumber & Investment Company 401(k) PlanSterling Lumber & Investment…$17MMvc Profit Sharing and 401(k) PlanMvc Profit Sharing and 401(k…$17MPipe Distributors Inc. Employees's Profit Sharing & 401(k) PlanPipe Distributors Inc. Emplo…$17MAstrix Technology, LLC 401(k) PlanAstrix Technology, LLC 401(k…$17MKdm Signs, Inc. 401(k) Savings PlanKdm Signs, Inc. 401(k) Savin…$17M
End-of-year total assets ($M) among Sterling Lumber & Investment Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN840328810
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterling Lumber & Investment Company)

Sponsor-wide plan assets over time

All Sterling Lumber & Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$18M 21.88670685762689% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $14.7M $17.9M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 133 $15M
2023 1 139 $17M
2024 1 152 $18M

Nearby 401(k) Plans in Colorado

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

Sterling Lumber & Investment Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Sterling Lumber & Investment Company 401(k) Plan, Total assets ($B): 0.016916301 · Participants: 139Sterling Lumber & Investment Company 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Sterling Lumber & Investment Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sterling Lumber & Investment Company 401(k) Plan side-by-side with 3 peers →

Sterling Lumber & Investment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Mvc Profit Sharing and 401(k) Plan in NJ ($17M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.

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 Sterling Lumber & Investment Company 401(k) Plan assets move in 2023? ▼
Sterling Lumber & Investment Company 401(k) Plan grew sharply - up 15.3% during 2023, from $15M to $17M. Reported net income was $2M.
How have Sterling Lumber & Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Lumber & Investment Company's sponsor-wide assets grew 21.9%, from $15M to $18M.
Which 401(k) plans are similar in size to Sterling Lumber & Investment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mvc Profit Sharing and 401(k) Plan in NJ ($17M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Sterling Lumber & Investment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 840328810.

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.