401(k) · DOL Form 5500 · 2023

Sterling Bay, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 132
Participants Small participant base: 65th
Percentile by assets National rank: $100,681
Avg per participant Below avg balance/head

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Official DOL plan name: Sterling Bay, LLC 401(k) Plan · Sponsored by Sterling Bay, LLC · Illinois · Real Estate

$13M in assets, 132 participants

Sterling Bay, LLC's Sterling Bay, LLC 401(k) Plan reported $13M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

#3,821 in Real Estate (4,727 peers)

Coverage in Illinois

Sterling Bay, LLC 401(k) Plan covers 132 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#3,821
in Real Estate (4,727 peers): +36.6%
assets growth YoY

Sterling Bay, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Sterling Bay, LLC 401(k) Plan vs every filed plan by assets

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

$13,289,871 Top 35% higher than 65% 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 Bay, LLC 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 Bay, LLC 401(k) Plan sits mid-pack in the medium band (132 participants).

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%)

Sterling Bay, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Sterling Bay, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Sterling Bay, LLC 401(k) Plan reported participants rose from 101 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364823717 · Sterling Bay, LLC PY 2023 · 401(k)

Sterling Bay, LLC 401(k) Plan · $13M · 132 · 65th

PHOTO $13M
PHOTO 132
PHOTO 65th
PHOTO 401(k)
PHOTO near Dant Clayton Corporation 401(k) Retirement Plan
PHOTO ind #3821

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 Illinois →

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

Illinois filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$13M
Net Income	$4M
Employer EIN	364823717
Plan Effective Date	2008-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sterling Bay, LLC)

Latest sponsor-wide plan assets: $15M 50.77367309981069% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	101	$10M
2023	1	132	$13M
2024	1	119	$15M

Nearby 401(k) Plans in Illinois

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

Sterling Bay, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Sterling Bay, LLC 401(k) Plan side-by-side with 3 peers →

Sterling Bay, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dant Clayton Corporation 401(k) Retirement Plan in KY ($13M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Dant Clayton Corporation 401(k) Retirement Plan (KY) $13M · 141
Liberty Admin Services, LLC 401(k) Retirement Plan (WA) $13M · 221
Ccj & Associates, LLC 401(k) Plan (TX) $13M · 106
Nashville Dental, Inc. 401(k) Plan (TN) $13M · 124

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

Revision Military 401(k) Retirement Plan (VT) 132 · 0 off
Advance Business Systems & Supply Company 401(k) Plan and Trust (MD) 132 · 0 off
Lres Corporation Employee 401(k) Plan (CA) 132 · 0 off
Treeline Biosciences 401(k) Plan (MA) 132 · 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 Bay, LLC 401(k) Plan assets move in 2023? ▼

Sterling Bay, LLC 401(k) Plan surged - up 36.6% during 2023, from $10M to $13M. Reported net income was $4M.

How have Sterling Bay, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sterling Bay, LLC's sponsor-wide assets grew 50.8%, from $10M to $15M.

Which 401(k) plans are similar in size to Sterling Bay, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dant Clayton Corporation 401(k) Retirement Plan in KY ($13M, 141 participants).

Which 401(k) plans cover a similar participant headcount to Sterling Bay, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 364823717.