Defined Benefit (Pension) · DOL Form 5500 · 2023
Sterling Drive Ventures, L.P. Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $82,765
- Avg per participant Below avg balance/head
Official DOL plan name: The Rodon/K'nex Defined Benefit Plan · Sponsored by Sterling Drive Ventures, L.P. · Pennsylvania · Manufacturing
$4M in assets, 45 participants
Sterling Drive Ventures, L.P.'s The Rodon/K'nex Defined Benefit Plan reported $4M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #4,173 in Manufacturing (18,722 peers)
What the 2023 filing shows
The Rodon/K'nex Defined Benefit Plan holds $4M for 45 participants - about $82,765 per participant, in the lower half of filed plans by assets.
- #4,173
- in Manufacturing (18,722 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Rodon/K'nex Defined Benefit Plan's mid-pack asset rank among Manufacturing and all filers
The Rodon/K'nex Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,724,427 39th percentile higher than 39% 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
The Rodon/K'nex Defined Benefit Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Rodon/K'nex Defined Benefit Plan is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Rodon/K'nex Defined Benefit Plan reported net income rose from -$2M in the plan year 2022 filing to -$81K in the plan year 2023 filing.
- The Rodon/K'nex Defined Benefit Plan reported participants fell from 48 in the plan year 2022 filing to 45 in the plan year 2023 filing.
- The Rodon/K'nex Defined Benefit Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 232688026 · Sterling Drive Ventures, L.P. PY 2023 · Defined Benefit (Pension)
The Rodon/K'nex Defined Benefit Plan · $4M · 45 · 39th
- PCT $4M
- EIN 45
- RANK 39th
- PHOTO Defined Benefit (Pension)
- IND near Rock River Energy Services Co. Pension Plan and Trust
- EOY ind #4173
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 Manufacturing retirement plans → · Plans in Pennsylvania →
The Rodon/K'nex Defined Benefit Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$81K |
| Employer EIN | 232688026 |
| Plan Effective Date | 1968-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sterling Drive Ventures, L.P.)
Sponsor-wide plan assets over time
All Sterling Drive Ventures, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 3.500674775351311% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 171 | $21M |
| 2023 | 3 | 199 | $23M |
| 2024 | 1 | 93 | $20M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
The Rodon/K'nex Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Rock River Energy Services Co. Pension Plan and Trust in IL ($4M); by covered participants it is Cosmetic Laboratories, Inc. Cash Balance Plan in TX (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 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.