401(k) · DOL Form 5500 · 2024
Sterling Lumber & Investment Company 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $117,652
- Avg per participant Below avg balance/head
Official DOL plan name: Sterling Lumber & Investment Company 401(k) Plan · Sponsored by Sterling Lumber & Investment Company · Colorado · Agriculture, Forestry & Fishing
$18M in assets, 152 participants
Sterling Lumber & Investment Company's Sterling Lumber & Investment Company 401(k) Plan reported $18M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #917 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in Colorado
Sterling Lumber & Investment Company 401(k) Plan covers 152 participants in Colorado, about 40% of the average Colorado filer (state average ~376 per filing). Assets: $18M.
- #917
- in Agriculture, Forestry & Fishing (1,217 peers)
- +5.7%
- assets growth YoY
Sterling Lumber & Investment Company 401(k) Plan's outsized position by total assets
Sterling Lumber & Investment Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,883,164 Top 32% higher than 68% 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
Sterling Lumber & Investment Company 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling Lumber & Investment Company 401(k) Plan sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sterling Lumber & Investment Company 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $967K in the plan year 2024 filing.
- Sterling Lumber & Investment Company 401(k) Plan reported participants rose from 139 in the plan year 2023 filing to 152 in the plan year 2024 filing.
- Sterling Lumber & Investment Company 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 840328810 · Sterling Lumber & Investment Company PY 2024 · 401(k)
Sterling Lumber & Investment Company 401(k) Plan · $18M · 152 · 68th
- BOOK $18M
- BOOK 152
- BOOK 68th
- BOOK 401(k)
- BOOK near Sem Operating Company LLC 401(k) Plan
- BOOK ind #917
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Colorado →
Sterling Lumber & Investment Company 401(k) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $967K |
| Employer EIN | 840328810 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sterling Lumber & Investment Company)
Sponsor-wide plan assets over time
All Sterling Lumber & Investment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 21.88670685762689% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $15M |
| 2023 | 1 | 139 | $17M |
| 2024 | 1 | 152 | $18M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Sterling Lumber & Investment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Sem Operating Company LLC 401(k) Plan in TX ($18M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Sem Operating Company LLC 401(k) Plan (TX) $18M · 101
- Broussard Brothers, Inc. 401(k) Profit Sharing Plan (LA) $18M · 725
- The Elim Park Baptist Home, Inc. 401(k) Plan (CT) $18M · 261
- Car-Part.Com 401(k) Plan (KY) $18M · 215
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Astadia Incorporated 401(k) Plan (MA) 152 · 0 off
- Dome Printing 401(k) Profit Sharing Plan (CA) 152 · 0 off
- Loom 401(k) Plan (CA) 152 · 0 off
- Los Altos Food Products, LLC 401(k) Plan (CA) 152 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.