401(k) · DOL Form 5500 · 2023

Sarstedt, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
228
Participants Below avg headcount
62nd
Percentile by assets National rank
$52,166
Avg per participant Low balance/head
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Official DOL plan name: Sarstedt Inc. Retirement Plan · Sponsored by Sarstedt, Inc. · North Carolina · Manufacturing

$12M in assets, 228 participants

Sarstedt, Inc.'s Sarstedt Inc. Retirement Plan reported $12M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,261 in Manufacturing (18,722 peers)

Coverage in North Carolina

Sarstedt Inc. Retirement Plan covers 228 participants in North Carolina, about 28% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.

#9,261
in Manufacturing (18,722 peers)
+19.9%
assets growth YoY

Sarstedt Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Sarstedt Inc. Retirement Plan vs every filed plan by assets

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

$11,893,905 Top 38% higher than 62% 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

Sarstedt Inc. Retirement 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. Sarstedt Inc. Retirement Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sarstedt Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sarstedt Inc. Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Sarstedt Inc. Retirement Plan reported participants rose from 219 in the plan year 2022 filing to 228 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222004363 · Sarstedt, Inc. PY 2023 · 401(k)

Sarstedt Inc. Retirement Plan · $12M · 228 · 62nd

  • TYPE $12M
  • TYPE 228
  • TYPE 62nd
  • TYPE 401(k)
  • TYPE near Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan
  • TYPE ind #9261

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 North Carolina →

Sarstedt Inc. Retirement Plan in the asset neighbourhood

Sarstedt Inc. Retirement Plan$12MSpectrum Insurance Group, LLC 401(k) Profit Sharing PlanSpectrum Insurance Group, LL…$12MBlue Mistral, LLC 401(k) Profit Sharing Plan & TrustBlue Mistral, LLC 401(k) Pro…$12MIai North America, Inc. 401(k) PlanIai North America, Inc. 401(…$12MGabriella White, LLC 401(k) PlanGabriella White, LLC 401(k) …$12M
End-of-year total assets ($M) among Sarstedt Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN222004363
Plan Effective Date1984-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Sarstedt, Inc.)

Sponsor-wide plan assets over time

All Sarstedt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 32.55384349960401% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.92M $13.2M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 219 $10M
2023 1 228 $12M
2024 1 239 $13M

Nearby 401(k) Plans in North Carolina

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

Sarstedt Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sarstedt Inc. Retirement Plan, Total assets ($B): 0.011893905 · Participants: 228Sarstedt Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Sarstedt Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sarstedt Inc. Retirement Plan side-by-side with 3 peers →

Sarstedt Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan in WI ($12M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Sarstedt Inc. Retirement Plan assets move in 2023? ▼
Sarstedt Inc. Retirement Plan grew sharply - up 19.9% during 2023, from $10M to $12M. Reported net income was $2M.
How have Sarstedt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sarstedt, Inc.'s sponsor-wide assets grew 32.6%, from $10M to $13M.
Which 401(k) plans are similar in size to Sarstedt Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan in WI ($12M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Sarstedt Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M 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 222004363.

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.