Profit Sharing · DOL Form 5500 · 2023

Sterling Furniture Co. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
40
Participants Small participant base
53rd
Percentile by assets National rank
$190,267
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: M. Jacobs Fine Furniture Profit Sharing Plan · Sponsored by Sterling Furniture Co. · Oregon · Retail Trade

$8M in assets, 40 participants

Sterling Furniture Co.'s M. Jacobs Fine Furniture Profit Sharing Plan reported $8M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,297 in Retail Trade (8,414 peers)

Sterling Furniture Co. multi-year trail

Sterling Furniture Co.'s plans moved +22.2% in assets from 2022 to 2023; this filing shows M. Jacobs Fine Furniture Profit Sharing Plan at $8M / 40 participants.

#5,297
in Retail Trade (8,414 peers)
+22.2%
assets growth YoY

M. Jacobs Fine Furniture Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

M. Jacobs Fine Furniture Profit Sharing Plan vs every filed plan by assets

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

$7,610,667 Top 47% higher than 53% 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

M. Jacobs Fine Furniture Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M. Jacobs Fine Furniture Profit Sharing Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M. Jacobs Fine Furniture Profit Sharing Plan reported net income rose from $438K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • M. Jacobs Fine Furniture Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • M. Jacobs Fine Furniture Profit Sharing Plan reported participants rose from 37 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930479466 · Sterling Furniture Co. PY 2023 · Profit Sharing

M. Jacobs Fine Furniture Profit Sharing Plan · $8M · 40 · 53rd

  • 5500 $8M
  • 5500 40
  • 5500 53rd
  • 5500 Profit Sharing
  • 5500 near Independent Dialysis Foundation, Inc. Retirement Plan and Trust
  • 5500 ind #5297

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 Retail Trade retirement plans → · Plans in Oregon →

M. Jacobs Fine Furniture Profit Sharing Plan in the asset neighbourhood

Jordano's Inc. Profit Sharing PlanJordano's Inc. Profit Sharin…$8MM. Jacobs Fine Furniture Profit Sharing PlanM. Jacobs Fine Furniture Pro…$8MIndependent Dialysis Foundation, Inc. Retirement Plan and TrustIndependent Dialysis Foundat…$8MRr Group, Inc Employee's Profit Sharing PlanRr Group, Inc Employee's Pro…$8MSilver Ark, LLC 401(k) Profit Sharing PlanSilver Ark, LLC 401(k) Profi…$8M
End-of-year total assets ($M) among M. Jacobs Fine Furniture Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sterling Furniture Co. multi-year asset trail

Sponsor-wide plan assets over time

All Sterling Furniture Co. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.224467001081617% vs 2022
2023 filing year
$6M$6.5M$7M$7.5M$8M 20222023 $6.23M $7.61M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 37 $6M
2023 1 40 $8M

Sterling Furniture Co. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN930479466
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

M. Jacobs Fine Furniture Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants M. Jacobs Fine Furniture Profit Sharing Plan, Total assets ($M): 7.610667 · Participants: 40M. Jacobs Fine Furniture Profit Sharing PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
M. Jacobs Fine Furniture Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants

M. Jacobs Fine Furniture Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Independent Dialysis Foundation, Inc. Retirement Plan and Trust in MD ($8M); by covered participants it is Valley Oil Corporation Profit Sharing Plan in VA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 M. Jacobs Fine Furniture Profit Sharing Plan assets move in 2023?
M. Jacobs Fine Furniture Profit Sharing Plan grew sharply - up 22.2% during 2023, from $6M to $8M. Reported net income was $1M.
How have Sterling Furniture Co. plan assets changed over time?
Across 2 plan years on file (2022-2023), Sterling Furniture Co.'s sponsor-wide assets grew 22.2%, from $6M to $8M.
Which Profit Sharing plans are similar in size to M. Jacobs Fine Furniture Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Independent Dialysis Foundation, Inc. Retirement Plan and Trust in MD ($8M, 109 participants).
Which Profit Sharing plans cover a similar participant headcount to M. Jacobs Fine Furniture Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Valley Oil Corporation Profit Sharing Plan in VA (40 participants, $1M in assets).