401(k) · DOL Form 5500 · 2023

Sterling Universal Corporation 401(k) Plan

Data updated 2026-08-25

$171K
Total assets Small plan by assets: 2
Participants Small participant base: 10th
Percentile by assets National rank: $85,368
Avg per participant Below avg balance/head

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Official DOL plan name: Sterling Universal Retirement Plan · Sponsored by Sterling Universal Corporation · Arizona · Retail Trade

$171K in assets, 2 participants

Sterling Universal Corporation's Sterling Universal Retirement Plan reported $171K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

#1,279 in Retail Trade (8,414 peers)

What the 2023 filing shows

Sterling Universal Retirement Plan holds $171K for 2 participants - about $85,368 per participant, among the smaller plans by assets on file.

#1,279
in Retail Trade (8,414 peers): +0.0%
assets growth YoY

Sterling Universal Retirement Plan among the smaller filed plans by assets

Sterling Universal Retirement Plan vs every filed plan by assets

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

$170,736 10th percentile higher than 10% 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

Sterling Universal Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling Universal Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 813156599 · Sterling Universal Corporation PY 2023 · 401(k)

Sterling Universal Retirement Plan · $171K · 2 · 10th

EIN $171K
RANK 2
PHOTO 10th
IND 401(k)
EOY near Heavy Metal Werks, Inc. 401(k) Plan
5500 ind #1279

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 Retail Trade retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Sterling Universal Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$171K
Net Assets (End of Year)	$171K
Employer EIN	813156599
Plan Effective Date	2018-03-07
Filing Status	FILING RECEIVED

Sponsor Plan History (Sterling Universal Corporation)

Latest sponsor-wide plan assets: $171K 0% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$171K
2023	1	2	$171K

Nearby 401(k) Plans in Arizona

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

Sterling Universal Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Sterling Universal Retirement Plan side-by-side with 3 peers →

Sterling Universal Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Heavy Metal Werks, Inc. 401(k) Plan in CA ($171K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($171K here).

Heavy Metal Werks, Inc. 401(k) Plan (CA) $171K · 1
Smilepoint 401(k) Plan (TX) $171K · 174
W. Jordan, Inc. 401(k) Profit Sharing Plan (PA) $171K · 5
Hypermind Corp. 401(k) Plan (CA) $171K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Universal Retirement Plan assets move in 2023? ▼

Sterling Universal Retirement Plan held essentially flat - up 0.0% during 2023, from $171K to $171K.

How have Sterling Universal Corporation plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Sterling Universal Corporation's sponsor-wide assets grew 0.0%, from $171K to $171K.

Where does Sterling Universal Retirement Plan rank by assets among Form 5500 filers? ▼

Sterling Universal Retirement Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Sterling Universal Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Heavy Metal Werks, Inc. 401(k) Plan in CA ($171K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Sterling Universal Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 813156599.