401(k) · DOL Form 5500 · 2024

Sterling Merchandising, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
54
Participants Small participant base
29th
Percentile by assets National rank
$36,356
Avg per participant Low balance/head
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Official DOL plan name: Sterling Merchandising Retirement Plan · Sponsored by Sterling Merchandising, Inc. · Puerto Rico · Wholesale Trade

$2M in assets, 54 participants

Sterling Merchandising, Inc.'s Sterling Merchandising Retirement Plan reported $2M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,107 in Wholesale Trade (6,080 peers)

Sterling Merchandising, Inc. multi-year trail

Sterling Merchandising, Inc.'s plans moved +63.2% in assets from 2022 to 2024; this filing shows Sterling Merchandising Retirement Plan at $2M / 54 participants.

#1,107
in Wholesale Trade (6,080 peers)
+27.7%
assets growth YoY

Sterling Merchandising Retirement Plan among the smaller filed plans by assets

Sterling Merchandising Retirement Plan vs every filed plan by assets

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

$1,963,234 29th percentile higher than 29% 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

Sterling Merchandising Retirement 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. Sterling Merchandising Retirement Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sterling Merchandising Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sterling Merchandising Retirement Plan reported net income rose from $334K in the plan year 2023 filing to $426K in the plan year 2024 filing.
  • Sterling Merchandising Retirement Plan reported participants fell from 57 in the plan year 2023 filing to 54 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660491738 · Sterling Merchandising, Inc. PY 2024 · 401(k)

Sterling Merchandising Retirement Plan · $2M · 54 · 29th

  • BOOK $2M
  • BOOK 54
  • BOOK 29th
  • BOOK 401(k)
  • BOOK near Edoc Innovations, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #1107

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 Wholesale Trade retirement plans → · Plans in Puerto Rico →

Sterling Merchandising Retirement Plan in the asset neighbourhood

Sterling Merchandising Retirement PlanSterling Merchandising Retir…$2MEdoc Innovations, Inc. 401(k) Profit Sharing PlanEdoc Innovations, Inc. 401(k…$2MWoodrow Michel Associates Corporation 401(k) Profit Sharing PlanWoodrow Michel Associates Co…$2MHale & Company, Cpa, P.C. Employee Retirement PlanHale & Company, Cpa, P.C. Em…$2MFlatland Energy Services LLC 401(k) PlanFlatland Energy Services LLC…$2M
End-of-year total assets ($M) among Sterling Merchandising Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sterling Merchandising, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sterling Merchandising, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 63.22618890244095% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.2M $1.96M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 51 $1M
2023 1 57 $2M
2024 1 54 $2M

Sterling Merchandising, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$426K
Employer EIN660491738
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Sterling Merchandising Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Sterling Merchandising Retirement Plan, Total assets ($M): 1.963234 · Participants: 54Sterling Merchandising Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 199.102479 · Participants: 1552Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 164.421743 · Participants: 2826Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Sterling Merchandising Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Sterling Merchandising Retirement Plan side-by-side with 3 peers →

Sterling Merchandising Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Edoc Innovations, Inc. 401(k) Profit Sharing Plan in VT ($2M); by covered participants it is West Tennessee Ready Mix 401(k) Plan in TN (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Sterling Merchandising Retirement Plan assets move in 2024? ▼
Sterling Merchandising Retirement Plan grew sharply - up 27.7% during 2024, from $2M to $2M. Reported net income was $426K.
How have Sterling Merchandising, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Merchandising, Inc.'s sponsor-wide assets grew 63.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Sterling Merchandising Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edoc Innovations, Inc. 401(k) Profit Sharing Plan in VT ($2M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Sterling Merchandising Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Ready Mix 401(k) Plan in TN (54 participants, $112K 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 660491738.

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.