401(k) · DOL Form 5500 · 2023

Sterling Management, Ltd. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
324
Participants Below avg headcount
69th
Percentile by assets National rank
$49,599
Avg per participant Low balance/head
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Official DOL plan name: Sterling Management, Ltd. 401(k) Plan · Sponsored by Sterling Management, Ltd. · Indiana · Real Estate

$16M in assets, 324 participants

Sterling Management, Ltd.'s Sterling Management, Ltd. 401(k) Plan reported $16M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,957 in Real Estate (4,727 peers)

Sterling Management, Ltd. multi-year trail

Sterling Management, Ltd.'s plans moved +51.3% in assets from 2022 to 2024; this filing shows Sterling Management, Ltd. 401(k) Plan at $16M / 324 participants.

#3,957
in Real Estate (4,727 peers)
+33.2%
assets growth YoY

Sterling Management, Ltd. 401(k) Plan's outsized position by total assets

Sterling Management, Ltd. 401(k) Plan vs every filed plan by assets

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

$16,070,215 Top 31% higher than 69% 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 Management, Ltd. 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 Management, Ltd. 401(k) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sterling Management, Ltd. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sterling Management, Ltd. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Sterling Management, Ltd. 401(k) Plan reported participants rose from 306 in the plan year 2022 filing to 324 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351494125 · Sterling Management, Ltd. PY 2023 · 401(k)

Sterling Management, Ltd. 401(k) Plan · $16M · 324 · 69th

  • PCT $16M
  • PCT 324
  • PCT 69th
  • PCT 401(k)
  • PCT near Curtis H. Stout, Inc. Profit Sharing Plan
  • PCT ind #3957

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 Real Estate retirement plans → · Plans in Indiana →

Sterling Management, Ltd. 401(k) Plan in the asset neighbourhood

Sterling Management, Ltd. 401(k) PlanSterling Management, Ltd. 40…$16MCurtis H. Stout, Inc. Profit Sharing PlanCurtis H. Stout, Inc. Profit…$16MRadley Imports, Inc. 401(k) Profit Sharing PlanRadley Imports, Inc. 401(k) …$16MBrydon, Swearengen & England P.C. Profit Sharing PlanBrydon, Swearengen & England…$16MEwing Automotive Group 401(k) PlanEwing Automotive Group 401(k…$16M
End-of-year total assets ($M) among Sterling Management, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sterling Management, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Sterling Management, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 51.33039775938592% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.1M $18.3M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 306 $12M
2023 1 324 $16M
2024 1 343 $18M

Sterling Management, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN351494125
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Sterling Management, Ltd. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Sterling Management, Ltd. 401(k) Plan, Total assets ($B): 0.016070215 · Participants: 324Sterling Management, Ltd. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sterling Management, Ltd. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sterling Management, Ltd. 401(k) Plan side-by-side with 3 peers →

Sterling Management, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Curtis H. Stout, Inc. Profit Sharing Plan in AR ($16M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Management, Ltd. 401(k) Plan assets move in 2023? ▼
Sterling Management, Ltd. 401(k) Plan surged - up 33.2% during 2023, from $12M to $16M. Reported net income was $4M.
How have Sterling Management, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Management, Ltd.'s sponsor-wide assets grew 51.3%, from $12M to $18M.
Which 401(k) plans are similar in size to Sterling Management, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curtis H. Stout, Inc. Profit Sharing Plan in AR ($16M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Sterling Management, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M 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 351494125.

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.