401(k) · DOL Form 5500 · 2023

Sterling Oak Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$6K
Total assets Small plan by assets
2
Participants Small participant base
1st
Percentile by assets National rank
$2,833
Avg per participant Low balance/head
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Official DOL plan name: Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Sterling Oak Enterprises, Inc. · Texas · Professional & Technical Services

$6K in assets, 2 participants

Sterling Oak Enterprises, Inc.'s Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan reported $6K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #220 in Professional & Technical Services (20,321 peers)

Sterling Oak Enterprises, Inc. multi-year trail

Sterling Oak Enterprises, Inc.'s plans moved -94.5% in assets from 2022 to 2024; this filing shows Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan at $6K / 2 participants.

#220
in Professional & Technical Services (20,321 peers)
-94.5%
assets change YoY

The plan reported a net loss of $97K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,666 1st percentile higher than 1% 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 Oak Enterprises, Inc. 401(k) Profit Sharing 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 Oak Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from $59K in the plan year 2022 filing to -$97K in the plan year 2023 filing.
  • Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $103K in the plan year 2022 filing to $6K in the plan year 2023 filing.
  • Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822640540 · Sterling Oak Enterprises, Inc. PY 2023 · 401(k)

Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan · $6K · 2 · 1st

  • TYPE $6K
  • TYPE 2
  • TYPE 1st
  • TYPE 401(k)
  • TYPE near Truth Enterprises, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #220

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 Professional & Technical Services retirement plans → · Plans in Texas →

Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sterling Oak Enterprises, Inc. 401(k) Profit Sharing PlanSterling Oak Enterprises, In…$6KTruth Enterprises, Inc. 401(k) Profit Sharing PlanTruth Enterprises, Inc. 401(…$6KAmorelle Blake Corporation 401(k) PlanAmorelle Blake Corporation 4…$6KPalmetto Revenue Management Inc. 401(k) PlanPalmetto Revenue Management …$6KBrowdy Home Care, Inc. 401(k) Profit Sharing PlanBrowdy Home Care, Inc. 401(k…$6K
End-of-year total assets ($M) among Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sterling Oak Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sterling Oak Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6K 94.45694991558807% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.1M $0.01M ▼ -90.0%
Year Plans Participants Total Assets
2022 1 4 $103K
2023 1 2 $6K
2024 2 N/A $6K

Sterling Oak Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$103K
Net Assets (End of Year)$6K
Net Income-$97K
Employer EIN822640540
Plan Effective Date2017-08-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000005666 · Participants: 2Sterling Oak Enterprises, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Truth Enterprises, Inc. 401(k) Profit Sharing Plan in KY ($6K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Oak Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan contracted severely - down 94.5% during 2023, from $103K to $6K. Reported net income was -$97K.
How have Sterling Oak Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Oak Enterprises, Inc.'s sponsor-wide assets declined 94.5%, from $103K to $6K.
Where does Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sterling Oak Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 1st 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 Oak Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truth Enterprises, Inc. 401(k) Profit Sharing Plan in KY ($6K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Sterling Oak Enterprises, Inc. 401(k) Profit Sharing 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 822640540.

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.