401(k) · DOL Form 5500 · 2023

Sturm Financial Group Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
518
Participants Below avg headcount
84th
Percentile by assets National rank
$87,171
Avg per participant Below avg balance/head
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Official DOL plan name: Sturm Financial Group 401(k) Profit Sharing Plan · Sponsored by Sturm Financial Group Inc. · Colorado · Finance & Insurance

$45M in assets, 518 participants

Sturm Financial Group Inc.'s Sturm Financial Group 401(k) Profit Sharing Plan reported $45M in total assets and 518 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,758 in Finance & Insurance (8,869 peers)

Where Sturm Financial Group 401(k) Profit Sharing Plan sits by assets

Sturm Financial Group 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $45M for 518 participants (~$87,171/participant), up 21.1% in 2023.

#6,758
in Finance & Insurance (8,869 peers)
+21.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sturm Financial Group 401(k) Profit Sharing Plan's outsized position by total assets

Sturm Financial Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$45,154,688 Top 16% higher than 84% 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

Sturm Financial Group 401(k) Profit Sharing 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. Sturm Financial Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (518 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sturm Financial Group 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Sturm Financial Group 401(k) Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Sturm Financial Group 401(k) Profit Sharing Plan reported participants fell from 525 in the plan year 2022 filing to 518 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841564498 · Sturm Financial Group Inc. PY 2023 · 401(k)

Sturm Financial Group 401(k) Profit Sharing Plan · $45M · 518 · 84th

  • 5500 $45M
  • 5500 518
  • 5500 84th
  • 5500 401(k)
  • 5500 near Navan 401(k) Savings Plan
  • 5500 ind #6758

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 Finance & Insurance retirement plans → · Plans in Colorado →

Sturm Financial Group 401(k) Profit Sharing Plan in the asset neighbourhood

Riverview 401(k) Plan$45MRhr International LLP Savings and Retirement PlanRhr International LLP Saving…$45MSturm Financial Group 401(k) Profit Sharing PlanSturm Financial Group 401(k)…$45MNavan 401(k) Savings Plan$45MAureon Retirement Savings PlanAureon Retirement Savings Pl…$45M
End-of-year total assets ($M) among Sturm Financial Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN841564498
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sturm Financial Group Inc.)

Sponsor-wide plan assets over time

All Sturm Financial Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 33.2316293790906% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.3M $49.7M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 525 $37M
2023 1 518 $45M
2024 1 512 $50M

Nearby 401(k) Plans in Colorado

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

Sturm Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Sturm Financial Group 401(k) Profit Sharing Plan, Total assets ($B): 0.045154688 · Participants: 518Sturm Financial Group 401(k) Profit Sharing 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
Sturm Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sturm Financial Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sturm Financial Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Navan 401(k) Savings Plan in CA ($45M); by covered participants it is Capitol Business Equipment,Inc 401(k)Plan in AL (518 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (518 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 Sturm Financial Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Sturm Financial Group 401(k) Profit Sharing Plan grew sharply - up 21.1% during 2023, from $37M to $45M. Reported net income was $8M.
How have Sturm Financial Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sturm Financial Group Inc.'s sponsor-wide assets grew 33.2%, from $37M to $50M.
Where does Sturm Financial Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sturm Financial Group 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sturm Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Navan 401(k) Savings Plan in CA ($45M, 1,203 participants).
Which 401(k) plans cover a similar participant headcount to Sturm Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capitol Business Equipment,Inc 401(k)Plan in AL (518 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 841564498.

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.