Defined Benefit (Pension) · DOL Form 5500 · 2024

Sterling Insurance Company Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
43
Participants Small participant base
71st
Percentile by assets National rank
$474,804
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Employees' Retirement Plan of Sterling Insurance Company · Sponsored by Sterling Insurance Company · New York · Finance & Insurance

$20M in assets, 43 participants

Sterling Insurance Company's Employees' Retirement Plan of Sterling Insurance Company reported $20M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,774 in Finance & Insurance (8,549 peers)

Sterling Insurance Company multi-year trail

Sterling Insurance Company's plans moved +16.5% in assets from 2022 to 2024; this filing shows Employees' Retirement Plan of Sterling Insurance Company at $20M / 43 participants.

#4,774
in Finance & Insurance (8,549 peers)
+6.8%
assets growth YoY

Employees' Retirement Plan of Sterling Insurance Company's outsized position by total assets

Employees' Retirement Plan of Sterling Insurance Company vs every filed plan by assets

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

$20,416,552 Top 29% higher than 71% 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

Employees' Retirement Plan of Sterling Insurance Company among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Plan of Sterling Insurance Company is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees' Retirement Plan of Sterling Insurance Company reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Employees' Retirement Plan of Sterling Insurance Company end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Employees' Retirement Plan of Sterling Insurance Company reported participants rose from 41 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 141093900 · Sterling Insurance Company PY 2024 · Defined Benefit (Pension)

Employees' Retirement Plan of Sterling Insurance Company · $20M · 43 · 71st

  • ASSETS $20M
  • PCT 43
  • EIN 71st
  • RANK Defined Benefit (Pension)
  • PHOTO near Walter Duncan, Inc. Employees Retirement Plan
  • IND ind #4774

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 Finance & Insurance retirement plans → · Plans in New York →

Employees' Retirement Plan of Sterling Insurance Company in the asset neighbourhood

Heat & Frost Insulators & Asbestos Workers Local 38 Retirement PlanHeat & Frost Insulators & As…$20MConsolidated Asset Management Services Pension PlanConsolidated Asset Managemen…$20MEmployees' Retirement Plan of Sterling Insurance CompanyEmployees' Retirement Plan o…$20MWalter Duncan, Inc. Employees Retirement PlanWalter Duncan, Inc. Employee…$20MDefiance Precision Products, Inc. Pension Plan for Local 638 UAW EmployeesDefiance Precision Products,…$20M
End-of-year total assets ($M) among Employees' Retirement Plan of Sterling Insurance Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Sterling Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Sterling Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$20M 16.45401189081043% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.5M $20.4M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 40 $18M
2023 1 41 $19M
2024 1 43 $20M

Sterling Insurance Company filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN141093900
Plan Effective Date1964-02-29
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employees' Retirement Plan of Sterling Insurance Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Employees' Retirement Plan of Sterling Insurance Company, Total assets ($B): 0.020416552 · Participants: 43Employees' Retirement Plan of Sterling Insurance CompanyIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Employees' Retirement Plan of Sterling Insurance Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employees' Retirement Plan of Sterling Insurance Company side-by-side with 3 peers →

Employees' Retirement Plan of Sterling Insurance Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Walter Duncan, Inc. Employees Retirement Plan in OK ($20M); by covered participants it is Neuroscience Associates Cash Balance Plan in ID (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Employees' Retirement Plan of Sterling Insurance Company assets move in 2024? ▼
Employees' Retirement Plan of Sterling Insurance Company grew at a solid clip - up 6.8% during 2024, from $19M to $20M. Reported net income was $1M.
How have Sterling Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Insurance Company's sponsor-wide assets grew 16.5%, from $18M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Employees' Retirement Plan of Sterling Insurance Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Walter Duncan, Inc. Employees Retirement Plan in OK ($20M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Retirement Plan of Sterling Insurance Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Neuroscience Associates Cash Balance Plan in ID (43 participants, $8M 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 141093900.

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.