401(k) · DOL Form 5500 · 2024

Silver Lining Investment Management Inc 401(k) Plan

Data updated 2026-08-25

$322K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$107,410
Avg per participant Below avg balance/head
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Official DOL plan name: Silver Lining Investment Management Retirement Plan · Sponsored by Silver Lining Investment Management Inc · Arizona · Transportation & Warehousing

$322K in assets, 3 participants

Silver Lining Investment Management Inc's Silver Lining Investment Management Retirement Plan reported $322K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #469 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Silver Lining Investment Management Retirement Plan holds $322K for 3 participants - about $107,410 per participant, among the smaller plans by assets on file.

#469
in Transportation & Warehousing (3,299 peers)
+2.3%
assets growth YoY

Silver Lining Investment Management Retirement Plan among the smaller filed plans by assets

Silver Lining Investment Management Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$322,231 14th percentile higher than 14% of 123,620 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 2024

Silver Lining Investment Management Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Silver Lining Investment Management Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Silver Lining Investment Management Retirement Plan end-of-year assets rose from $315K in the plan year 2023 filing to $322K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 834078372 · Silver Lining Investment Management Inc PY 2024 · 401(k)

Silver Lining Investment Management Retirement Plan · $322K · 3 · 14th

  • EIN $322K
  • EIN 3
  • EIN 14th
  • EIN 401(k)
  • EIN near Paul W Cribbs Insurance Agency Inc 401(k) Profit Sharing Plan
  • EIN ind #469

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 Transportation & Warehousing retirement plans → · Plans in Arizona →

Silver Lining Investment Management Retirement Plan in the asset neighbourhood

Silver Lining Investment Management Retirement PlanSilver Lining Investment Man…$322KPaul W Cribbs Insurance Agency Inc 401(k) Profit Sharing PlanPaul W Cribbs Insurance Agen…$322KRock of Adullam, Inc. 401(k) Profit Sharing PlanRock of Adullam, Inc. 401(k)…$322KFiorente Global LP 401(k) Profit Sharing Plan & TrustFiorente Global LP 401(k) Pr…$322KPs Colony West Retirement PlanPs Colony West Retirement Pl…$322K
End-of-year total assets ($M) among Silver Lining Investment Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$315K
Net Assets (End of Year)$322K
Net Income$7K
Employer EIN834078372
Plan Effective Date2019-03-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Silver Lining Investment Management Inc)

Sponsor-wide plan assets over time

All Silver Lining Investment Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$322K 4.817156872312326% vs 2022
2024 filing year
$0.31M$0.31M$0.32M$0.32M$0.33M 202220232024 $0.31M $0.32M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 3 $307K
2023 1 3 $315K
2024 1 3 $322K

Nearby 401(k) Plans in Arizona

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

Silver Lining Investment Management Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Silver Lining Investment Management Retirement Plan, Total assets ($B): 0.000322231 · Participants: 3Silver Lining Investment Management Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Silver Lining Investment Management Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Silver Lining Investment Management Retirement Plan side-by-side with 3 peers →

Silver Lining Investment Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Paul W Cribbs Insurance Agency Inc 401(k) Profit Sharing Plan in GA ($322K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Silver Lining Investment Management Retirement Plan assets move in 2024? ▼
Silver Lining Investment Management Retirement Plan edged up modestly - up 2.3% during 2024, from $315K to $322K. Reported net income was $7K.
How have Silver Lining Investment Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Silver Lining Investment Management Inc's sponsor-wide assets grew 4.8%, from $307K to $322K.
Where does Silver Lining Investment Management Retirement Plan rank by assets among Form 5500 filers? ▼
Silver Lining Investment Management Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Silver Lining Investment Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paul W Cribbs Insurance Agency Inc 401(k) Profit Sharing Plan in GA ($322K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Silver Lining Investment Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 834078372.

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.