401(k) · DOL Form 5500 · 2022
Sterling & Sterling, LLC 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 219
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $128,370
- Avg per participant Near avg balance/head
Official DOL plan name: Sterling & Sterling, LLC. Employees' Thrift Savings Plan · Sponsored by Sterling & Sterling, LLC · New York · Finance & Insurance
$28M in assets, 219 participants
Sterling & Sterling, LLC's Sterling & Sterling, LLC. Employees' Thrift Savings Plan reported $28M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,570 in Finance & Insurance (9,261 peers)
Coverage in New York
Sterling & Sterling, LLC. Employees' Thrift Savings Plan covers 219 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $28M.
- #6,570
- in Finance & Insurance (9,261 peers)
- -13.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sterling & Sterling, LLC. Employees' Thrift Savings Plan's outsized position by total assets
Sterling & Sterling, LLC. Employees' Thrift Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,113,004 Top 18% higher than 82% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sterling & Sterling, LLC. Employees' Thrift Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling & Sterling, LLC. Employees' Thrift Savings Plan sits mid-pack in the medium band (219 participants).
EBSA filing schedule strip
Filing strip 111957801 · Sterling & Sterling, LLC PY 2022 · 401(k)
Sterling & Sterling, LLC. Employees' Thrift Savings Plan · $28M · 219 · 82nd
- TYPE $28M
- TYPE 219
- TYPE 82nd
- TYPE 401(k)
- TYPE near Medical Diagnostic Laboratories, LLC 401(k) Profit Sharing Plan
- TYPE ind #6570
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 New York →
Sterling & Sterling, LLC. Employees' Thrift Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$4M |
| Employer EIN | 111957801 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sterling & Sterling, LLC)
Sponsor-wide plan assets over time
All Sterling & Sterling, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 219 | $28M |
| 2023 | 1 | 250 | N/A |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Sterling & Sterling, LLC. Employees' Thrift Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Medical Diagnostic Laboratories, LLC 401(k) Profit Sharing Plan in NJ ($28M); by covered participants it is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Medical Diagnostic Laboratories, LLC 401(k) Profit Sharing Plan (NJ) $28M · 521
- Title Financial Corporation 401(k) Plan (ID) $28M · 476
- Eastern Nephrology Associates, PLLC 401(k) & Profit Sharing Plan (NC) $28M · 145
- Naugatuck Valley Radiological Associates, P.C. 401(k) Profit Sharing Plan (CT) $28M · 87
Similar participant headcount
Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.