Profit Sharing · DOL Form 5500 · 2023

Sterling Management, Inc. Psp Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$790,484
Avg per participant High balance/head
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Official DOL plan name: Sterling Management, Inc. Profit Sharing Plan · Sponsored by Sterling Management, Inc. Psp · Florida · Real Estate

$2M in assets, 2 participants

Sterling Management, Inc. Psp's Sterling Management, Inc. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,216 in Real Estate (4,727 peers)

Sterling Management, Inc. Psp multi-year trail

Sterling Management, Inc. Psp's plans moved -35.1% in assets from 2022 to 2024; this filing shows Sterling Management, Inc. Profit Sharing Plan at $2M / 2 participants.

#2,216
in Real Estate (4,727 peers)
-1.5%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sterling Management, Inc. Profit Sharing Plan among the smaller filed plans by assets

Sterling Management, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,580,967 28th percentile higher than 28% 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 Management, Inc. 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 Management, Inc. 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 Management, Inc. Profit Sharing Plan reported net income fell from $273K in the plan year 2022 filing to -$24K in the plan year 2023 filing.
  • Sterling Management, Inc. Profit Sharing Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Sterling Management, Inc. Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200594682 · Sterling Management, Inc. Psp PY 2023 · Profit Sharing

Sterling Management, Inc. Profit Sharing Plan · $2M · 2 · 28th

  • EBSA $2M
  • PART 2
  • TYPE 28th
  • NET Profit Sharing
  • BOOK near Ray Wollner Excavating, Inc. Profit Sharing Plan
  • VS-ST ind #2216

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 Florida →

Sterling Management, Inc. Profit Sharing Plan in the asset neighbourhood

Sterling Management, Inc. Profit Sharing PlanSterling Management, Inc. Pr…$2MRay Wollner Excavating, Inc. Profit Sharing PlanRay Wollner Excavating, Inc.…$2MPeter Coggins Md PA Profit Sharing PlanPeter Coggins Md PA Profit S…$2MNorth Shore Plumbing Supply Co., Inc. Profit Sharing PlanNorth Shore Plumbing Supply …$2MMarina a. Maulucci, Dpm Vip Profit Sharing PlanMarina a. Maulucci, Dpm Vip …$2M
End-of-year total assets ($M) among Sterling Management, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sterling Management, Inc. Psp multi-year asset trail

Sponsor-wide plan assets over time

All Sterling Management, Inc. Psp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.143394862463076% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.6M $1.04M ▼ -35.0%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 2 $2M
2024 1 2 $1M

Sterling Management, Inc. Psp filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$24K
Employer EIN200594682
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sterling Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Sterling Management, Inc. Profit Sharing Plan, Total assets ($B): 0.001580967 · Participants: 2Sterling Management, Inc. Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Sterling Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Sterling Management, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sterling Management, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Ray Wollner Excavating, Inc. Profit Sharing Plan in WI ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 Management, Inc. Profit Sharing Plan assets move in 2023? ▼
Sterling Management, Inc. Profit Sharing Plan edged down modestly - down 1.5% during 2023, from $2M to $2M. Reported net income was -$24K.
How have Sterling Management, Inc. Psp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Management, Inc. Psp's sponsor-wide assets declined 35.1%, from $2M to $1M.
Which Profit Sharing plans are similar in size to Sterling Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ray Wollner Excavating, Inc. Profit Sharing Plan in WI ($2M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Sterling Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 200594682.

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.