401(k) · DOL Form 5500 · 2024

Sturdevant Refrigeration 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 39
Participants Small participant base: 34th
Percentile by assets National rank: $73,845
Avg per participant Below avg balance/head

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Official DOL plan name: Sturdevant Refrigeration 401(k) Plan · Sponsored by Sturdevant Refrigeration · Hawaii · Construction

$3M in assets, 39 participants

Sturdevant Refrigeration's Sturdevant Refrigeration 401(k) Plan reported $3M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

#2,918 in Construction (9,039 peers)

Sturdevant Refrigeration multi-year trail

Sturdevant Refrigeration's plans moved -33.9% in assets from 2022 to 2024; this filing shows Sturdevant Refrigeration 401(k) Plan at $3M / 39 participants.

#2,918
in Construction (9,039 peers): +4.2%
assets growth YoY

Sturdevant Refrigeration 401(k) Plan's mid-pack asset rank among Construction and all filers

Sturdevant Refrigeration 401(k) Plan vs every filed plan by assets

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

$2,879,972 34th percentile higher than 34% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sturdevant Refrigeration 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sturdevant Refrigeration 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sturdevant Refrigeration 401(k) Plan reported net income fell from $210K in the plan year 2023 filing to $115K in the plan year 2024 filing.
Sturdevant Refrigeration 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 990226132 · Sturdevant Refrigeration PY 2024 · 401(k)

Sturdevant Refrigeration 401(k) Plan · $3M · 39 · 34th

ASSETS $3M
ASSETS 39
ASSETS 34th
ASSETS 401(k)
ASSETS near Buss, Inc. - USA 401(k) Plan
ASSETS ind #2918

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 Construction retirement plans → · Plans in Hawaii →

End-of-year total assets ($M) among Sturdevant Refrigeration 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sturdevant Refrigeration multi-year asset trail

Latest sponsor-wide plan assets: $3M 33.88386266167332% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	63	$4M
2023	2	70	$7M
2024	1	39	$3M

Sturdevant Refrigeration filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$115K
Employer EIN	990226132
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Sturdevant Refrigeration 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants

The Queen's Health Systems Retirement Savings Plan $2.0B · 9,096
Bank of Hawaii Retirement Savings Plan $820M · 1,895
Hawaiian Electric Industries Retirement Savings Plan $781M · 2,732
Hawaiian Airlines, Inc. Pilots' 401(k) Plan $696M · 1,140
Kamehameha Schools 401(k) Retirement Savings Plan $653M · 2,514

Compare Sturdevant Refrigeration 401(k) Plan side-by-side with 3 peers →

Sturdevant Refrigeration 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Buss, Inc. - USA 401(k) Plan in IL ($3M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Buss, Inc. - USA 401(k) Plan (IL) $3M · 9
Foundation 2 401(k) Plan (IA) $3M · 122
Perio, PLLC 401(k) Plan (MT) $3M · 7
Muir Brothers Funeral Home, Inc. 401(k) Profit Sharing Plan (MI) $3M · 5

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan (WI) 39 · 0 off
Kwiat, Inc. Retirement Plan (NY) 39 · 0 off

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 Sturdevant Refrigeration 401(k) Plan assets move in 2024? ▼

Sturdevant Refrigeration 401(k) Plan edged up modestly - up 4.2% during 2024, from $3M to $3M. Reported net income was $115K.

How have Sturdevant Refrigeration plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sturdevant Refrigeration's sponsor-wide assets declined 33.9%, from $4M to $3M.

Which 401(k) plans are similar in size to Sturdevant Refrigeration 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Buss, Inc. - USA 401(k) Plan in IL ($3M, 9 participants).

Which 401(k) plans cover a similar participant headcount to Sturdevant Refrigeration 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K 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 990226132.